Create an Installer Job Pack from the same Floor Planner project and quote workflow used by the estimator.

The handover starts from the approved source rather than a separately retyped site document.

Reduces duplication and lowers the risk of office-to-site transcription errors.

Use the same project context for floor plan, quote, cut list and installer handover.

The installer pack remains tied to the job that produced the quantities and commercial scope.

Creates a clearer audit trail and reduces mismatches between documents.

Generate the Job Pack from the published or approved quote state rather than an unfinished draft.

The installer sees information that has already passed through estimator review.

Reduces the chance of site documentation being created from incomplete scope.

Carry the project name into installer documentation and related PDF output.

The Job Pack is clearly associated with the correct job instead of relying on room names or generic file labels.

Improves document control and reduces mix-ups on site.

Optionally include the Job Pack in the same project PDF as the cut-list, floor-plan and visual output.

The installer can work from one coordinated document instead of multiple unrelated files.

Reduces confusion and makes site preparation faster.

Do not expose the commercial rate attached to quoted products or services.

Installers can see what is required without seeing how the business priced it.

Protects sensitive pricing and commercial strategy.

Keep margin calculations out of installer-facing data.

Operational users receive only the information needed to complete the job.

Protects profitability information from unnecessary exposure.

Do not include gross profit or other profit figures in the Job Pack.

Financial performance remains within the authorised commercial workflow.

Reduces the spread of sensitive business information.

Keep tax and quote-total information out of installer documentation.

The site pack remains operational rather than financial.

Makes the document cleaner and more relevant to installation.

Do not display the total commercial value of the job in the installer pack.

The installer receives scope without being given the customer's commercial proposal.

Protects customer pricing and supports clearer role separation.

Build the installer-facing Job Pack from a non-financial projection of the approved quote data.

Pricing is not merely hidden visually in the browser; restricted commercial fields are not part of the installer-facing payload.

Provides stronger protection than relying on front-end display rules alone.

Use the Job Pack selection control on quote rows to decide which lines should be included.

The estimator can tailor the site handover without rebuilding the product list manually.

Creates a cleaner and more relevant installer document.

Material rows can default to selected for Job Pack inclusion.

The items most likely to matter to the installer are already prepared for handover.

Speeds up final review and reduces repetitive clicking.

Labour rows can default to not selected for the Job Pack.

Commercial labour scope is not automatically treated as an item the installer needs to carry or order.

Keeps the site pack focused and reduces unnecessary commercial exposure.

Allow the estimator to include or exclude lines based on the actual job.

Special projects can be handled without forcing every quote into one rigid Job Pack pattern.

Keeps the workflow flexible for unusual installation requirements.

Limit the pack to the products, materials and guidance the installer needs.

The installer is not required to filter through every commercial line in the quote.

Makes the handover faster to read and easier to use.

Include selected flooring products and related materials in the Job Pack.

The installer can confirm which products belong to the project without opening the commercial quote.

Reduces product confusion and supports site preparation.

Include the approved quantity associated with relevant Job Pack lines.

The installer receives the quantity context needed for the job.

Improves preparation and reduces last-minute quantity questions.

Include relevant products from projects containing more than one flooring type or vinyl product.

The Job Pack can represent real multi-material jobs without collapsing them into a single generic list.

Keeps complex projects organised for site.

Carry selected accessories, weld products, trims or other supporting materials into the pack.

The installer can see more than the primary flooring product.

Reduces the risk of small but necessary materials being forgotten.

Keep product information associated with the room or project context where relevant.

The installer can understand where a material belongs instead of seeing only a flat product list.

Improves installation accuracy on multi-room jobs.

Use the room names from the project throughout the installer information.

The installer can match the document directly to the floor plan.

Reduces ambiguity on jobs with many rooms or similar spaces.

Carry the intended installation direction for rooms and pieces where orientation matters.

The installer can follow the estimator-approved direction without reinterpreting the project.

Protects visual continuity and directional product requirements.

Show orientation context for products where grain or pattern continuity is important.

The site team can see that rotation is not arbitrary.

Reduces the risk of visually inconsistent installation.

Carry the relevant seam layout from Cutting Magic into the installer documentation.

The installer can see where the estimator intended the material to be divided.

Reduces uncertainty and helps preserve the approved material layout.

Carry the approved project context for transitions and protected doorway areas.

Critical seam restrictions remain visible beyond the estimating screen.

Reduces the chance of site decisions undoing an important layout rule.

Use the applied production result where practical fitting allowance has been added.

The installer receives the cut dimensions prepared for installation rather than only the mathematically exact room boundary.

Reduces the risk of pieces being prepared too short for practical fitting.

Present the total rollout requirement before individual cut pieces.

The cutting team can understand the overall material requirement at a glance.

Makes roll preparation and material checking faster.

Keep each cut piece associated with its source room and project context.

The installer can identify which piece belongs where.

Reduces confusion when several similar pieces are cut from the same roll.

Include the relevant dimensions directly with the cut-piece diagram.

The installer does not need to infer size from the drawing scale.

Speeds up cutting and reduces interpretation errors.

Show the calculated area alongside piece information.

The installer and estimator have an additional quantity check against the geometry.

Improves confidence in the production output.

Display directional arrows on cut pieces where installation orientation matters.

Each piece carries its own direction guidance.

Helps prevent correctly sized pieces being installed the wrong way.

Group cut information under the relevant room heading.

The installer can navigate the PDF based on the actual site layout.

Makes multi-room cut lists easier to follow.

For multi-vinyl projects, present the overall roll-out summaries together at the front of the cut-list section.

The estimator and installer can review total material by product before drilling into room detail.

Improves high-level checking and material preparation.

Start the detailed polygon or cut-piece section on a new page after the roll summaries.

The document has a clear break between overall material usage and individual installation pieces.

Improves readability and professional presentation.

Start each new vinyl product on a new page in multi-material projects.

Different products are not visually mixed together in one continuous sequence.

Reduces confusion during cutting and installation.

Present project, room, dimensions, area and notes without exposing internal development or provenance text.

The PDF reads like an installer document rather than a software debug report.

Creates more professional customer and site documentation.

Use the project name and a clear dd/mm/yyyy date format in the output.

The document can be matched to the correct project and issue date.

Improves document control.

Let detailed piece information span additional pages where required.

Complex rooms are not forced into unreadable compressed layouts.

Maintains clarity on large projects.

Provide a floor-plan view alongside the installer documentation.

The installer can relate room names and cut pieces back to the overall project geometry.

Improves orientation on site.

Add the generated 3D project view where the output option is used.

The installer gains another visual reference for understanding the relationship between rooms.

Makes larger or less familiar projects easier to interpret.

Carry the project name into 2D and 3D output headings.

Visual pages remain clearly associated with the same job as the cut list and Job Pack.

Reduces document ambiguity.

Use the correct product or vinyl colour mapping in the visual output.

Different materials remain distinguishable in the plan and supporting views.

Makes multi-material projects easier to understand quickly.

Allow selected team members to access products and installer information without quote creation or commercial pricing.

Installers can use the platform without needing estimator-level permissions.

Improves field access while protecting commercial data.

Allow only approved members to create quotes and use business pricing.

The business can separate estimating responsibility from installation responsibility.

Reduces accidental pricing access.

Let the Business Owner decide which team members have quoting and pricing permissions.

Permission decisions remain with the organisation.

Supports stronger internal control as the team grows.

Allow team members to work from the organisation's product list while showing pricing only where permitted.

Everyone works from the same product identity without everyone seeing the same commercial information.

Improves consistency across office and site.

Keep sensitive pricing fields out of responses delivered to non-authorised users.

Restricted access does not depend on simply hiding values on screen.

Provides stronger commercial protection.

Move from floor plan to Cutting Magic, Quote Magic, Estimator Review and Installer Job Pack without recreating the job.

Each stage builds on the same project data.

Reduces duplication and preserves context throughout the job.

Let the estimator choose Job Pack content and apply the approved cut layout before output.

The installer receives information that has already been checked professionally.

Improves site confidence and reduces avoidable questions.

Create a project PDF that can include cut-list, floor-plan, 3D and Job Pack information.

The site team does not need to manage several unrelated documents.

Makes handover simpler and more professional.

Deliver the information needed to complete the installation while leaving customer pricing behind.

The Job Pack is focused on the work rather than the sale.

Helps installers get to the practical requirements faster.

Give the installer products, quantities, room information, cut guidance and visual context in the handover.

Common questions can be answered by the Job Pack instead of repeated calls back to the estimator.

Saves time for both site and office teams.