Documentation · guide for installers

How to prepare an installation estimate and client quotation

Turn devices on a plan into material and labour costs and a clear PDF quotation in EH Designer.

Prepared by EnergyHouse · Updated: 19 October 2026

The quotation should match the scope agreed on the floor plan. Before generating the document, check that the estimate includes materials, cables and required work. A total covering devices alone may not represent the full installation scope.

EH Designer rack layout: patch panel, power strip, switch and recorder
EH Designer rack layout: patch panel, power strip, switch and recorder. Screenshot of the Polish interface. Demonstration project; appearance and prices may change with updates. Click to enlarge.

Workflow

Set labour rates, discounts and VAT for the quotation. Choose whether the client should see individual items or section totals. After generating the document, compare totals with the estimate and check the included pages. Save the project version corresponding to the quotation sent, so later changes can be discussed unambiguously.

How the estimate total is calculated

The estimate depends on selected scopes, line items, quantities, rates and discounts.

  1. Open Estimate and check which items are included in the estimate and quote scope.
  2. Check equipment, wiring and service items, including quantities and net prices.
  3. Complete the design, installation and programming rates for the project.
  4. Check discounts and the assignment of shared items to scopes.
  5. Compare net, VAT and gross totals. If only part of the price is visible, check scopes and permissions first.

Deselecting a scope excludes it from the estimate and quote without deleting its devices.

Custom services, discounts and VAT

You can add a service without creating a catalogue product.

  1. At the bottom of Estimate, select Service, enter a name and net amount, then click Add item.
  2. Use Add section if you need a separate group.
  3. Use Add discount and check the updated summary.
  4. Change the project VAT rate in Floor plan → Project.

Short and detailed quotes

You can adjust the document scope before generating it.

  1. Choose quote preparation under Export.
  2. The short quote includes the cover, plan and estimate by default. The detailed quote includes all available pages.
  3. Check the selected pages before generating the document. Your previous selection may have been saved.
  4. In the preview’s Quote settings, choose whether to show section prices only or individual item prices as well.
  5. Check the text and amounts, then download the PDF.

Project stages and advance payments

Project stages are part of the quote settings.

  1. Open the quote preview and expand Quote settings.
  2. Add or edit a stage under Project stages and advance payments.
  3. Set the names and percentages and check the summary.
  4. Compare the payment schedule with the agreement for the project.

Percentages apply to the quote’s gross total.

Try it in your own project

Open EH Designer on a computer with a mouse. Start with one room or part of the installation, review the result and expand your project. For available plans, see pricing.

Create an EH Designer account

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