PlanIt Estimating · Floor Preparation & Extras

Add plywood, latex or screed to a quote

What does this do?

Floor preparation is priced room by room. Turn on plywood, latex, screed, adhesive or feather finish, tick the rooms that need it, and PlanIt totals the area (and the sheet count for plywood) and adds a line to the customer quote.

How to use it

  1. Open Estimating, go to step 3 · Products & Pricing and press the Floor Preparation tab (it sits alongside the flooring types).
  2. Switch on the item you need: Plywood, Latex, Screed, Adhesive or Feather Finish.
  3. Under Rooms needing … tick the rooms it applies to. Use Select all or Clear to do them in one go.
  4. Check the Sell price per m² (£) and Cost price per m² (£). They start from your defaults and only change this quote.
  5. For Plywood, choose the Sheet Size and Charge By (floor area or whole sheets). Sheets Required is worked out for you and rounded up; type a number to override it, or press ↻ Auto to go back.
  6. Add a Description and optional Notes if you want them to show under the line on the customer quote.
  7. Read the line under the item name. It says On this quote with the room count and total, or tells you why nothing has reached the quote yet.
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Related guides

Set your standard floor prep prices

Floor Prep Pricing in Settings holds the price, cost, description and sheet size every new quote starts from. Set them once and every job pre-fills with your figures; changing a price on a quote never touches the defaults.

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Work out how much adhesive a job needs

The Adhesive Calculator turns the floor area of the rubber flooring rooms on a job into litres of adhesive, from the spread rate you enter. Use it to order the right amount and to know your cost.

Floor Preparation & Extras

Charge for uplifting the old floor

Uplift & Removal adds a charge for taking up and disposing of the existing floor covering. Price it as one fixed figure or as a rate per m² of the rooms on the job; the total works itself out and the quote shows it as its own line.

Floor Preparation & Extras

Set the product and prices for each flooring type

Step 3 is where the job gets its money. Every flooring type used on the job has a tab with the product name, your cost, the customer price and the fitting rates. The quote, cutting plan and profit check all read from here.

Products & Pricing

Give the customer a detailed quote

The Detailed Quote is the customer-facing document built from your estimate: each room with its product and price, then fitting, underlay, floor preparation, uplift and accessories, the net total, VAT and the total. If a deposit is on, it shows the deposit and the balance due on completion.

Customer Quotes

Check the profit on a job before you send the quote

Step 6 shows what the job is worth to you: selling price, estimated cost, gross profit and margin. It is for your eyes only and never appears on anything the customer sees.

Profit Check
Questions this guide answers
  • How do I add floor preparation to a quote?
  • Can I latex the hall but not the bedrooms?
  • How does PlanIt work out how many sheets of ply I need?
  • Where do I add adhesive to a quote?

Last updated 2026-09-03 · Direct link for this feature