Overview
The Pricing Tab is your central hub for generating accurate pricing, creating professional proposals, and managing project costs in Mozaik. You can create pricing templates, generate pricing runs, produce custom reports and contracts, and even manage change orders throughout your project lifecycle.
Accessing the Pricing Tab
Click on the Pricing tab in the main toolbar at the top of your Mozaik window.
Understanding Pricing Runs vs. Pricing Templates
Pricing Template: A reusable pricing structure that defines what items to include and how to calculate costs. Think of it as your pricing "recipe."
Pricing Run: A snapshot of your project's pricing at a specific point in time, generated using a Pricing Template. Pricing runs are preserved and won't change unless you manually refresh them.
This separation allows you to:
- Compare different pricing scenarios
- Track pricing history as designs evolve
- Generate change orders by comparing runs
- Preserve original quotes even as designs change
Generating a Pricing Run
1. Select a Pricing Template
At the top left of the Pricing Tab, you'll see the Template dropdown menu. Click it to see your available pricing templates:
- Summary (May 01, 20)
- Custom Cabinet Bid (May 01, 20)
- Job Costing (May 01, 20)
- + Select Template (to create a new template)
To generate a pricing run:
- Select a pricing template from the dropdown
- Mozaik automatically generates a pricing run based on your current design
- The pricing run is saved with a timestamp for future reference
Viewing previous runs: All your pricing runs are preserved in the dropdown list. You can switch between them to compare pricing at different stages of your project.
Understanding the Pricing Run Display
4. Pricing Run Item List
The main table shows all items included in your pricing run, organized by category:
Columns:
- Item: Category or product name
- Description: Detailed description of the item
- QTY: Quantity (can be in various units)
- Units: Unit of measure (Ft, #, SqFt, %, etc.)
- Amount: Unit price
- Total: Extended total (QTY × Amount)
Common categories include:
- Base Cabinets
- Wall Cabinets
- Tall Cabinets
- Doors (Base Doors, Wall Doors)
- Drawer Fronts
- Hinges
- Guides (drawer slides)
- Pulls (cabinet hardware)
- Counter Tops
- Drawer Boxes
- Molding
- Subtotal
- Tax
- Add-Ons
Editing values: You can manually edit any value by clicking in the table cells and typing. Manual edits appear in light blue to distinguish them from automatically calculated values.
Note at bottom: "Choose a report from the dropdown above" - This reminds you to select which report format to use when printing or exporting.
Filtering and Organizing Pricing Runs
2. Filter by Room
If your pricing template includes room filters, use the Filter dropdown to view pricing for specific rooms or combinations of rooms:
- All Rooms (default)
- Kitchen only
- Master Bath only
- Custom room combinations
This is useful for:
- Breaking out pricing by room for phased projects
- Showing clients costs for specific areas
- Creating separate bids for different spaces
Creating Reports
3. Generate a Report
Once you have a pricing run, select a report format from the Report dropdown to create a professional document:
Available report types may include:
- Detailed Proposal
- Summary Quote
- Line Item Breakdown
- Custom Contract formats
To create a report:
- Select your desired report format from the dropdown
- The report is generated based on your current pricing run
- Preview, print, or export the report
Advanced Pricing Tools
5. Template Editor
Click Template Editor to create or modify pricing templates. This powerful tool allows you to:
- Define which items to include in pricing
- Set markup percentages
- Configure labor rates
- Create category groupings
- Build custom pricing formulas
- Design different pricing scenarios (budget vs. premium)
The Template Editor is where you build the "recipes" that pricing runs use.
6. Report Editor
Click Report Editor to customize the appearance and content of your pricing reports:
- Add your company logo and branding
- Customize headers and footers
- Choose which columns to display
- Format pricing presentation
- Add terms and conditions
- Create professional proposals and contracts
7. Pricing Settings
Click Settings to access the Pricing Settings menu where you configure how Mozaik calculates costs:
Key settings include:
- Labor Settings: Hourly rates, installation times
- Material Usage Calculation Method: How waste factors are applied
- Finished Area Calculations: How door and drawer areas are measured
- Markup Percentages: Default markups for different categories
- Tax Rates: Sales tax configuration
- Overhead and Profit: Business cost factors
These settings ensure your pricing accurately reflects your business model.
8. Export to CSV
Click Export to save your pricing run as a CSV (Comma-Separated Values) file:
Use cases:
- Open in Microsoft Excel for additional analysis
- Import into accounting software
- Share with team members who don't have Mozaik
- Create custom reports using Excel formulas
- Archive pricing data
9. Refresh Pricing Run
If you make changes to your design after generating a pricing run, click Refresh to update the pricing run with the current design:
When to use Refresh:
- Added or removed cabinets
- Changed materials or finishes
- Modified door styles
- Updated hardware selections
- Any design changes that affect cost
Important: Refreshing replaces the existing pricing run with current data. If you want to preserve the original, generate a new pricing run instead of refreshing.
10. What If Pricing
What If Pricing is a powerful tool for exploring pricing scenarios in real-time without permanently changing your project:
How it works:
- Click What If
- Make temporary changes to:
- Door styles
- Drawer guide types
- Materials and finishes
- Hardware selections
- Other library selections
- See the Total Price update in real-time
- Present options to your client
- Click Accept to permanently apply changes, or Cancel to discard
Use cases:
- "What if we used soft-close drawers instead of standard?"
- "What if we changed from painted to stained doors?"
- "What if we upgraded to premium hinges?"
This feature is invaluable for value engineering and helping clients make informed decisions within their budget.
11. Change Orders
Generate professional change order documentation when design modifications occur after the initial quote:
How change orders work:
- Generate an initial pricing run and save it
- Make changes to your design
- Click Change Order
- Mozaik compares the current design to the saved pricing run
- A report is generated showing:
- Items added
- Items removed
- Net cost impact
- Updated total
Benefits:
- Clear documentation of project scope changes
- Professional change order forms
- Accurate cost tracking
- Client transparency
- Protects both you and your client
Typical Pricing Workflow
For a New Project:
- Complete your design in the Products Tab
- Configure pricing settings (if not already set up)
- Click Settings
- Verify labor rates, markups, tax rates
- Save
- Create or select a pricing template
- Click Template Editor to create a new template, or
- Select an existing template from the dropdown
- Generate initial pricing run
- Select template from dropdown
- Review the pricing breakdown
- Make any manual adjustments (appears in blue)
- Create client proposal
- Select report format from Report dropdown
- Customize in Report Editor if needed
- Print or export to PDF
- Present options using What If Pricing
- Show client different material/finish options
- Compare costs in real-time
- Accept changes if client approves
- Track changes with Change Orders
- If design changes after approval
- Generate change order documentation
- Update pricing accordingly
Tips for Accurate Pricing
Best Practices:
- Set up Pricing Settings first: Configure your labor rates, markups, and calculation methods before generating pricing runs
- Use multiple templates: Create different templates for different scenarios (retail pricing, contractor pricing, quick estimates)
- Preserve pricing history: Generate new runs instead of refreshing when you want to maintain historical records
- Document manual edits: If you manually adjust pricing, add notes explaining why (use the description field)
- Regular template updates: Review and update pricing templates quarterly to reflect current costs
- Use What If for options: Instead of creating multiple full designs, use What If to show upgrade/downgrade options
Common Pricing Categories to Include:
- Cabinets (broken down by type: base, wall, tall)
- Doors and drawer fronts
- Hardware (hinges, drawer slides, pulls)
- Countertops
- Installation labor
- Delivery charges
- Tax
- Optional add-ons (lighting, organizational accessories, etc.)
Avoiding Pricing Errors:
- ✓ Verify quantities match your design (refresh if needed)
- ✓ Check that material selections are correct
- ✓ Ensure tax rates are current
- ✓ Review subtotals before presenting to clients
- ✓ Double-check manual edits (shown in blue)
Understanding Pricing Units
Different items use different units of measure:
- Ft (Linear Feet): Cabinets, molding
- # (Each): Doors, drawer fronts, hardware items
- SqFt (Square Feet): Countertops, door/drawer area for finishing
- % (Percentage): Tax, markups
- Lump Sum: Installation, delivery, miscellaneous charges
Exporting and Sharing Pricing
PDF Reports:
- Professional presentation
- Can't be edited by recipients
- Easy to email
- Maintains formatting
CSV Export:
- Editable in Excel
- Good for internal analysis
- Can be imported to other software
- Useful for cost tracking over time
Printed Reports:
- Professional hard copy for client meetings
- Include in project binder
- Signed contract copies