Roofing supplies schedule of rates template

Keep the unit the supplier bills in: CostCode checks the unit on each invoice line against the one agreed. A line billed in a unit that measures something else (per each where you agreed per metre, per tonne where you agreed per cubic metre) is held; one it can't compare, such as per day against per week, is left for a person to confirm, never converted.

Delete the rows you don't buy and add your own under them. Keep the first row as it is: it's how CostCode's importer knows which column is which, so there's nothing to match up by hand when you load it.

• Delivery
• Small-order fee or minimum order charge
• Fuel levy

These aren't rows in the file. Agree them with the rates and record each as a charge agreement on the supplier in CostCode, where charge lines are checked against them. Why charges are kept apart

• Roof sheet above the agreed price per lineal metreChecked
• A price rise billed before it startsChecked
• Plain sheet billed at the prepainted priceChecked
• Capping or flashings billed per length or each when you agreed per metreChecked
• Sarking billed per square metre when you agreed per rollChecked
• Roof loading above the agreed priceChecked
• Delivery, small-order and minimum-order feesChecked
• Metres billed against your cutting listNot checked

What CostCode does about each, with a worked example: Invoice checking for roofers

Sheet and flashings are cut to order and billed by the metre, not by the sheet. Agree the girth bands for flashings (the width of flat steel before it's folded) along with their prices, and keep each band as its own row.

Each finish and thickness is its own price: prepainted costs more than plain zinc-aluminium, and a heavier base metal thickness (BMT) more than a lighter one. Keep the profile, the BMT and the finish in every row.

Coil prices move, and roll-formers pass rises on. Agree how much notice a rise needs, and load the new rates as a new schedule from the date they start: it ends the old one the day before, so invoices dated earlier are still checked at the old rates.

Roof loading, when the supplier's crane truck lifts the bundles onto the roof, is usually billed per delivery like an item, so it's a row here rather than a charge.

Fill in the items, send the file to the supplier to put in or confirm the rates, and load it into CostCode with the date it applies from.

How to use a template, step by stepWhat each column is for

• Blank template
• Concrete
• Civil and earthworks
• Electrical supplies
• Plumbing supplies
• Builders' supplies
• Landscaping supplies
• Plant and equipment hire
• Structural steel
• Formwork
• Waterproofing supplies
• Painting supplies
• Fit-out and interiors
• Flooring
• Scaffolding hire
• HVAC and mechanical services
• Fire protection supplies
• Glazing supplies
• Demolition and waste
• Delivery docket template

Read more

• Invoice checking for roofers
• What a schedule of rates is
• Getting a supplier price list or schedule of rates agreed
• Is this a fair price? Judging a supplier's price with no agreed rate
• How to spot supplier overcharges on construction invoices
• Importing a price list into CostCode