Estimating & Quotes
Create professional estimates in minutes, not hours. Win more jobs with polished quotes that include labor, materials, and detailed breakdowns.
Estimate #1042
Pending| Labor (48 hrs) | $3,600 |
| Materials | $8,450 |
| Permits & Fees | $350 |
| Total | $12,400 |
Professional Estimates Made Easy
Everything you need to quote with confidence
Quote Builder
Build detailed estimates with line items for labor, materials, and expenses. Add descriptions, quantities, and unit prices.
Labor Rate Templates
Save your standard labor rates for different job types. Apply them instantly to new estimates.
Material Tracking
Track material costs with your own price lists. Keep margins consistent across every job.
Invoice Conversion
Turn approved estimates into invoices with one click. No re-entering data, no copy-paste errors.
Digital Delivery
Email estimates directly to customers. They can view, approve, and sign online.
PDF Export
Generate professional PDF documents with your logo and branding. Print or send digitally.
From Estimate to Invoice in Minutes
A streamlined workflow that saves you time
Create Quote
Add labor, materials, and line items with your saved templates.
Send to Customer
Email a professional quote with your branding and terms.
Get Approved
Customers can review, approve, and e-sign online.
Invoice
Convert to invoice with one click when the job is done.
Labor Rate Templates
Stop calculating the same labor costs over and over. Create templates for your common job types and apply them with one click.
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Multiple Rate Tiers
Different rates for apprentice, journeyman, and master work
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Overtime Calculations
Automatically calculate time-and-a-half or double-time
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Burden Rates
Include benefits, insurance, and overhead in your rates
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Job Type Presets
Save complete assemblies for kitchens, baths, decks, etc.
Saved Templates
Connected to Your CRM
Estimates link directly to your contacts and leads. See the full history of quotes for any customer.
Quotes tied to CRM leads
Track conversion metrics
Full timeline per contact
Never lose a pending quote
Lead - Kitchen Remodel
Estimate #1042 sent - $12,400
Site visit completed
Initial inquiry via website
Estimating & Quotes Module
Start with a 14-day free trial
- Unlimited estimates
- Labor rate templates
- Material cost tracking
- One-click invoice conversion
- Digital delivery & e-sign
- PDF export with branding
No credit card required
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