Six tabs, one flow. Scope your work, take measurements off blueprints, build line items with your work packages, preview the proposal, and analyze your margins — before you send anything.
Write your scope of work or import from uploaded documents with AI extraction.
Upload plans and measure directly on screen. Quantities feed into your estimate.
Pull in reusable material + labor + equipment bundles. Adjust for the specific job.
Material, labor, equipment with margins, overhead, and work area organization.
One-click branded PDF. Three templates. Inline editing. Email send with tracking.
Break-even buffer, cost sensitivity, top cost drivers — before you send anything.
Browse your cost database inline. Add materials, labor, or equipment without leaving the estimate.
Create revisions from sent estimates. Full chain tracking. Never lose the original.
Override org-level margins, overhead, and burden rates on a per-estimate basis.
An estimate isn't a spreadsheet. It's a 6-tab workspace where you scope, measure, build, preview, and analyze — all before you send anything.
Start with the scope tab. Write your scope directly or import it from an uploaded RFP or SOW. AI can analyze uploaded documents and extract scope text for you to review and accept. Then set up your work packages — reusable bundles of material, labor, and equipment.
Upload your plans and take measurements directly on screen. Set the scale, draw your measurements, and the quantities are ready to feed into your estimate.
This is where costs live. Line items organized by work area. Pull from your work packages, browse your cost database inline, or import from Excel. AI suggests matches as you type.
Before you send anything, see exactly where you stand. Effective markup, break-even buffer, cost concentration, and what happens if costs go up 5%, 10%, 15%.
Your estimate becomes a client-facing proposal without leaving the page. Pick a template, edit sections inline, configure pricing display, and email it. Total is frozen at send time.
A work package bundles materials, labor, and equipment into one assembly. A landscaper builds a 'Patio Install' package. An HVAC tech builds an 'RTU Replacement' package. Configure them once — production rates, waste factors, and all — then pull them into any estimate.
The analytics tab runs a full financial analysis on your estimate. See your effective markup, which line items drive the most cost, how concentrated your risk is, and what happens to profit if material prices increase.
Estimates flow through a lifecycle: Draft → In Review → Approved → Sent to Client → Won or Lost. Each transition is logged, permissions are enforced, notifications fire. Create revisions without losing the original.
The Cost Browser slides in from the right side of the estimate builder. Browse materials, labor tasks, or equipment from your catalog. Click to add to the current work area. Add multiple items without closing the drawer.
Data flows through the platform. Here's where this feature fits.
Estimate → Proposal
The Proposal tab generates a branded PDF from your line items. Total is frozen at send time. Engagement tracking shows when the client views it.
Proposal → Project
When a client approves, the estimate becomes a project. Budget is set from the estimate. Line items become cost tracking targets.
Actuals → Cost Database
Actual costs logged on the project feed back into your cost database. Next time, your estimate starts from what you actually spent.
7-day free trial. No credit card required. Pick your trade and start estimating.
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