PlanIt Estimating · Adding Rooms & Measurements

Continue an older estimate as a new quote

What does this do?

Estimates quoted before per-product pricing arrived stay exactly as they were priced, so reopening one still totals what the customer was told. Continue as a new quote copies its rooms and prices onto a fresh quote number where you can change things and add a second product.

How to use it

  1. Open the older estimate from Estimates or Home → Recent Quotes.
  2. Go to 2 · Add Rooms and scroll to Products on this job. A note explains the estimate is locked as originally priced.
  3. Press ⧉ Continue as a new quote and confirm.
  4. Carry on editing. The same rooms and prices are now on a new quote, and ＋ Another Carpet is available.
  5. Save or send as normal. A new quote number is allocated when it saves, and the original estimate is left untouched.
Open PlanIt Estimating Still stuck? Email support

Related guides

Two carpets (or two vinyls) on one job

One job can have more than one product of the same type, for example a Saxony in the lounge and a twist on the stairs. Each product has its own price, fitting rate, waste and underlay, is planned on its own roll, and is named on the quote, cutting plan and fitter sheet.

Adding Rooms & Measurements

Find, continue or delete an estimate

Estimates lists every quote that is still open, newest first, so you can pick one up where you left off or look at one you have sent. Accepted quotes move on to Jobs.

CRM, Jobs & Diary

Quote reference and fitter name

Every estimate gets a quote reference, allocated for you from one running sequence for your business. The fitter name records who is doing the job.

Customers & Job Details

Track a job from lead to aftercare

Every quote files itself as a job the moment you calculate it. Jobs shows them all by stage, from Lead through Quote Sent, Deposit Paid and Scheduled to Completed and Aftercare, with the quote versions, documents and full history behind each one.

CRM, Jobs & Diary

Edit, delete or clear rooms

Rooms live in the Project Rooms list. You can change a room's flooring type, product and stair details on its card, rotate it, delete it, or clear the whole job to start the next customer.

Adding Rooms & Measurements

Add a room by typing its measurements

Every estimate is built from rooms. Type a room's name, length and width, choose its flooring type and add it to the project. The optimiser, cutting plan and quote all come from this list.

Adding Rooms & Measurements
Questions this guide answers
  • Why can't I add a second carpet to an old estimate?
  • How do I copy an old quote onto a new quote number?
  • Will my original quote change?

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