Download a pre-filled Example Price List here:

Example Price List "Remodeling" - IMPERIAL (USD)

Example Price List "Remodeling" - METRIC (EUR)

This is the demo price list free magicplan users can see pre-installed in the app.

Format: XLSX (Excel)

Creating a Price List

How to access the Price List Creator

1. Sign in to the magicplan Cloud.

2. On the left side, you can find the “Price List” icon

3. Click on “Create Price List”. A pop-up window will appear, where you can name your Price list. Also, you have to select the country and the unit for the Price list (Imperial or Metric). This is important because you cannot change the units afterwards. After you have inserted the basic information you can create a blank Price List by clicking on “start with a blank Price list”.

4. Click on “Download” in the top right corner and download the blank Price list as an Excel file on your computer.

5. Open the Excel file on your computer.

Fill the Price List with items

1. When you open the excel file you can see it contains two tables, the “Item” table and the “Folder” table.

2. In magicplan it is possible for you to group your items into folders, e.g. all the items you have for painting can be grouped in a folder called “Painting”. This functionality will be explained in more detail further below.

3. First, we want to focus on the “item” table. In the first three columns, you can insert your Position, SKU and Name of your item. The “Positions” field is not a mandatory field and can be used if you want a custom order of your items in your Price list. Otherwise, magicplan will sort the items by the SKU you provide, which is a mandatory field. An example of an SKU can be 01.02.0001. The first two digits “01” can be a placeholder for the Category/Folder it belongs to. The following two digits “02” can be used for further differentiation of the items in a Category/Folder. The last four Digits “0001” can be a specific identifier for the items. Make sure each SKU is unique and doesn’t repeat itself in the Price list.

4. In the “Name” field you enter the name for your item.

5. Next, you can enter a “Description” to your item if necessary. This will ensure better visibility on your PDF exports.

6. You can assign an item to ten given categories or create new categories by simply writing a name for a new category in the field.

7. In the “Folder” column, you can enter the folder identifier you defined in the folder table - available in the “Folder” tab of the Excel file.

Now to the pricing of your created items. magicplan provides you with many options to price your items - depending on your use case.

Pricing Model: “Surface”

1. Let’s look at an example here: If you have an item called “White paint”, you can set the “Pricing model” to “surface”. Depending on the coverage of each case, can, tube, sheet or tile, magicplan will compute the number of cases, cans, tubes, sheets or tiles you need. In this example, for the item “White paint” we set the “Price per” column to “can”. Now we have to set how much area we can cover with one can of “white paint” in the “Coverage” column. We also have to enter the price of one can into the “Price” column. For this item, we chose 80 m2 for the coverage and $50 for the price of one can. Optionally we can define a percentage of waste for the white paint, for demonstration purposes we will enter 10 in the “waste” column which equals 10% waste. The waste column is only relevant if you previously selected the “Pricing model” “Surface” or “Length”.

2. The last step is to define which surface should be used to calculate the final price for the item “White paint”. For this differentiation, we use the columns highlighted in blue under “Surface of”: Floor, Ceiling, Walls. For the surfaces you want to include in your calculation, just enter “yes” into the respective columns that are applicable. In our example, “White paint” will only be used for the walls, so, therefore, we enter yes in the “Walls” column. Please note, that only fields filled out with “yes” will be included. magicplan also provides you with the option to consider wall openings or to apply an item only to a partial height of a wall.

Pricing Model: “Item”

1. The second pricing model available is Price per Item. For example for an item such as a “Washbasin”, you can set the “Pricing model” to “item”. In contrast to the pricing model “Surface”, you only have to fill in the columns “Number of items” and “Price”. In this example, we set the “Number of items” to “1” and the “Price” to “80”.

2. Additionally, you can select the fitting magicplan 2D object in the “Linkable Objects” column. This is optional.

Pricing Model: “Length”

1. An example item for the pricing model “Length” is “Parquet skirting”. In this case, we set the “Price per” attribute to “ft”, as we want to price the skirting of the parquet flooring based on the length we used.

2. Now you have to enter coverage and price. In this case, we enter “1” because mostly the price is given in $/ft. For the price attribute, we set it to $1.80.

3. Finally, you have to set which length you want to use for calculation of the length. This happens similar to the pricing model “Surface”. In the grey highlighted columns, you have a selection of lengths you can choose from. For “parquet skirting”, we select the “Room perimeter” and the “Include Opening”.

Pricing Model: “Hour”

1. The Pricing Model “Hour” is very versatile, as you can use it for tool rentals or hourly wages. For example, for the rental of an “Electric drill”, you can set the pricing model to “Hour”. Most tools aren’t rented by the hour but by the day. Therefore, you could enter “24” in the “Number of hours” column. Then divide the rental price, which is $19,20, by 24 (hours) and enter the calculated value into the “Price” column.

Organize your Price List with folders

1. The magicplan Price List template allows you to group your items in different levels of folders, improving the experience of quickly finding and adding items in the Estimator.

2. To create folders, switch to the “Folders” tab in the Excel template (bottom left). In this table, you now have the option to work with 3 columns. “Identifier”, “Name” and “Parent Identifier”.

3. In the “Identifier” column, you should add a unique name for each folder in order to differentiate the Folders if they have the same names.

4. In the “Name” column, enter the name of the folder. This name will be displayed in the App.

5. In the column “Parent Identifier”, insert the identifier of the Folder that will be the Parent Folder of this Folder. This will enable you to create a smart hierarchy consisting of folders and dependent subfolders. Here is an example: You have many different items belonging to the trade “Painting”, such as materials, tools and labour costs. You could now create a folder structure with the parent folder “Painting”, and the dependent subfolders “Materials”, “Tools” and “Labor”. This hierarchy will help you navigate through your Price List in the magicplan Estimator.

Uploading the Price List to the Cloud

1. Once you have completed all the steps mentioned above, the Price List is ready to upload back into the magicplan CLOUD.

2. Click on “Price List” on the left side of the home screen in magicplan CLOUD.

3. Then click on the “Upload” button for the Price List you created in the beginning.

4. A pop-up window will appear where you can select or drag and drop the file you want to upload.

Creating Modules

1. Modules are a great way to group specific items that you always use together in a workflow. The use of modules will really accelerate your process of creating estimates with magicplan.

2. Once you have successfully uploaded your Price List, click on “Modules” and a blue button “Create Module” appears. By clicking on it, a pop-up window appears.

3. Fill in the name, description, Module SKU, Folder and Category.

4. The SKU should be unique to differentiate the modules. It behaves exactly like the Item SKU, but only for modules.

5. By assigning modules to Folders, you can define where the module will be visible in the app. The folders available in this drop-down menu are the ones you have created in your Price List excel file.

6. In the Category section, you can assign the Module to a specific trade available in the drop-down menu.

7. After you have completed the sections, click on “Create” to create the Module.

8. The newly created module appears now on the screen.

9. To add items to your module, just drag and drop the items you want to insert from the right side into the module. You can also re-order the items within the module according to your workflow.

10. In a case where you want to add a certain item as an alternative item in the module e.g. another colour of paint, just drag and drop the item onto the one item you want to link it with until “Add alternative item” appears. Now you can let go and the item is applied as an alternative item.

Publishing your Price List into magicplan

1. When you’re happy with your Price List, you can quickly publish it to the magicplan App to start creating estimates.

2. Click on “Price List” in the magicplan CLOUD.

3. Select the Price List you would like to upload and click on “Edit”. The “Publish” button appears in the top right corner.

4. Once you click on “Publish”, a pop-up window appears and you can select the Workspace/Team you want to publish to.

5. After you have successfully published the Price List, open magicplan on your mobile device. You will see a red point on your profile icon in the top right corner.

6. Tap on it and update your workspace configuration (also highlighted with a red dot)

7. magicplan will refresh and apply your Price List to your account.

Updating your Price List

1. Click on “Price List” in the magicplan CLOUD.

2. Select an existing Price List you would like to edit and click on “Edit”

3. In order to edit the Price List, you have to download the Excel file by clicking on the “Download” button in the menu at the top right.

4. Open the Excel File on your computer and edit the respective items or folders.

5. After you have finished editing your Price List, save the Excel file and re-upload it to the cloud by clicking on “Upload”.

6. Already existing modules get updated automatically, even if you have made changes to items that were included in them. You can edit your modules at any time.

7. To make the new version of your Price List available in the app, you need to publish it again. Once you click on “Publish”, a pop-up window appears and you can select the Workspace/Team you want to publish to.

8. After you have successfully re-published the Price List, open magicplan on your mobile device. You will see a red point on your profile icon in the top right corner.

9. Tap on it and update your workspace configuration (also highlighted with a red dot)

10. magicplan will refresh and apply the updated Price List to your account.

Columns Explanation

Position

Optional: Fill numbers to define the order of your items. Use steps of 10 for easy integration of new items.

SKU

Enter a unique identifier for the item.

Name

Enter the name of your item.

Description

Optional: Give a detailed description of the item. The description appears in the export.

Category

Optional: items are tagged with the category. It is used to filter or group the estimate and the estimate export.

Folder

Optional: Structure your Price List with folders for better orientation while adding items to the estimate. Use the "Folders" worksheet to create your custom folders.

Pricing Model

Define by what the price should be calculated: Per item, per surface, per length, per volume or per hour.

Price per

Depending on the coverage of each case, can, tube, sheet or tile, magicplan will compute the number of cases, cans, tubes, sheets or tiles you need.

Number of items

Only needed for "Pricing Model = item".

Number of hours

Only needed for "Pricing Model = hour".

Coverage

Only needed for "Price per = case, can, tube, sheet or tile". Define the number of how many cases, cans, tubes, sheets or tiles fit into the area or length.

Waste

Optional: Only relevant for "Pricing Model = surface or length". Define the percentage of waste for the material (e.g. Tiles).

Price

Define the price of this item as a number. For example, in the case of electrical switches sold in cases of 10 at $50, "Price" should be "5", "Pricing Model" should be "Item" and "Number of items" should be 10.

Linkable Objects

Optional: Item will be applied and connected to this type of object in the project. E.g. an item "Paint door" can be applied to "doors".

Surface of Floor

Only relevant for "Pricing Model = surface". Define if the item should be applied to the floor area.

Ceiling

Only relevant for "Pricing Model = surface". Define if the item should be applied to the ceiling. E.g. for paint, select whether you paint only the walls or also the ceiling.

Walls

Only relevant for "Pricing Model = surface".

Partial Height

Only relevant for "Pricing Model = surface". If you want the item to be applied only to a part of the wall, enter "yes".

Height

Only needed if "Partial wall = yes". If not entered, a default value will be applied. Enter the numeric value of the wall height.

Include Openings

Only relevant for "Pricing Model = surface". If the item should also be applied to openings like doors and windows, enter "yes".

Total area (custom)

Only relevant for "Pricing Model = surface". If the surface area should not be calculated by magicplan based on the project, enter your custom surface value as a number.

Length of Room perimeter

Only relevant for "Pricing Model = length". Define which perimeter should be used to calculate the distance. You can either choose "Room Perimeter", "Perimeter of doors/windows" or "Width of doors/windows".

Include openings

Only relevant if "Room Perimeter = yes". If the width of doors and windows should be added to the room perimeter, select "yes".

Perimeter of doors/windows

Only relevant for "Pricing Model = length". Define which perimeter should be used to calculate the distance. You can either choose "Room Perimeter", "Perimeter of doors/windows" or "Width of doors/windows".

Width of doors/windows

Only relevant for "Pricing Model = length". Define which perimeter should be used to calculate the distance. You can either choose "Room Perimeter", "Perimeter of doors/windows" or "Width of doors/windows".

Total length (custom)

Only relevant for "Pricing Model = length". If the distance should not be calculated by magicplan based on the project, enter your custom length value as a number.

Total volume (custom)

Only relevant for pricing model = "volume". If the volume should not be calculated by magicplan based on the project, enter your custom volume value as a number.

Image URL

The image won't be shown in the estimate but will be in a future version.

If you have issues uploading your price list to the Cloud or get error messages after upload, check out this help article: Error displays after uploading a Price List.

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