Everything You Need to Estimate with Confidence
Three complete pillars - structured costing, automatic profit protection, and professional client delivery. Every feature built to estimate with confidence, specifically for US contractors.
- Core Costing
- Overhead Automation
- Profit Margins
- Branded Proposals
- Client Approvals
- Revision Tracking
Illustrative example. Move the sliders to see the quote and margin health change. Your minimum here: 15%.
- 3pillars: costing, profit protection, proposals
- 4cost categories on every estimate
- 12overhead categories in one rate
- 1 clickto a branded PDF proposal
Structured Cost Estimation That Leaves Nothing Out
Every project has four cost pillars. QuickEstimate organizes them into a clear, line-item breakdown - so you never miss an expense again.
Every material, perfectly priced
Add materials by quantity, unit cost, and supplier. QuickEstimate autotals everything and flags any line that looks unusually high or low based on your history.
- Line-item material input
Add each material with name, quantity, unit (m², lft, each), unit price, and supplier note. Nothing hidden in a lump sum.
- Auto-totaling with subtotals
Section and overall subtotals update instantly as you type. No formulas, no manual sums, no version errors.
- Saved material library
Frequently used materials, saved with your preferred pricing. Add them to any estimate in seconds, not minutes.
Labor Costing
Calculate labor by hourly rate × hours, crew size, or lump sum per trade. Add different rates for each phase - groundwork, finishing, management.
Equipment Costing
Track owned and rented equipment by day, week, or per-job. Crane hire, excavators, scaffolding - all itemized with hire period and daily rate.
Subcontractor Costing
Add individual sub quotes per trade. Compare multiple quotes side-by-side and lock in the winner - it flows straight into your total automatically.
Cost Summary at a Glance
Before you send anything, get a full one-screen cost overview - every category, its share of the total, and your real margin position. No surprises after you've hit send.
- Real-time cost breakdown by category
- Visual % share of each cost type
- Running total with overhead & margin applied
- Margin health indicator (green / amber / red)
Automatic Profit Protection. Set Once, Applied Forever.
The most expensive mistake contractors make is forgetting overhead. QuickEstimate makes it impossible — your company running cost rate is locked in and applied to every single estimate you ever create.
12-Category Overhead Calculator
Stop guessing your overhead %. Enter your real annual costs across 12 business expense categories — QuickEstimate calculates your exact company overhead rate and locks it in forever.
- 12 expense categories covered
Facility, admin labor, insurance, vehicles, technology, marketing, legal, licenses, equipment, HR, financial costs, and contingency.
- Exact % auto-calculated
Enter your annual $ spend per category — QuickEstimate divides by revenue and outputs your precise overhead percentage.
- Applies to every estimate automatically
Set it once in your company settings. Every new estimate you create will have overhead baked in — zero manual work required.
Target Margin — Always in View
Define the exact profit margin your business needs to grow. QuickEstimate shows live margin health as you build every estimate — green means you're good, amber means check, red means danger.
- Set your minimum acceptable margin
Input the % you need to stay profitable. QuickEstimate treats this as a floor and alerts you the moment you dip below it.
- Live margin health indicator
A colour-coded margin bar shows your real position at every step — before you've committed to a quote you can't afford.
- Margin alerts before sending
If any estimate has a margin below your minimum, QuickEstimate blocks the send and prompts you to review your pricing.
Professional Proposals That Win Clients & Track Approvals
Stop emailing spreadsheets. QuickEstimate generates polished, branded PDF proposals in one click — and tells you exactly when a client opens, reviews, and approves them.
One click. Professional proposal.
Your logo, your colors, your name — on a polished PDF that positions you as the most organized contractor your client has ever worked with.
- Branded proposals
Send client-ready PDF proposals with your own logo and branding, and offer tiered package options on a single proposal. Available on every paid plan.
- Logo & brand upload
Upload your company logo and it appears on every proposal header, footer, and cover page automatically.
- Optional cover page
Add a professional cover with project name, client details, date, and a personal summary statement from your company.
Know exactly where every proposal stands
No more "did they get it?" Gold and Premium users see real-time open tracking, time-on-page, inline client comments, and instant approval — all from the dashboard.
- Real-time open tracking
See the exact timestamp when a client first opens the proposal — and how many times they've returned to review it.
- One-click client approval
Clients approve directly from the proposal link. No account, no friction — just a single click and you're notified instantly.
- Revision management
Handle change requests with tracked revisions. Every version is archived — clients can always see what changed and when.
Bank-Grade Security. Built In from Day One.
Your estimate data, client pricing, and company financials are among the most sensitive information in your business. We treat them that way.
AES-256 Encryption
All data encrypted at rest using AES-256 and in transit using TLS 1.3. The same standard used by banks and governments.
SOC 2 Type II Certified
Annual third-party security audit completed with zero critical findings. Certificate available on request for enterprise clients.
US-Based Infrastructure
All data stored on SOC 2 certified servers located in the United States. Your data never leaves US jurisdiction.
Secure by default
Your data is encrypted with AES-256 and hosted on US-based infrastructure that is SOC 2 Type II certified.
QuickEstimate vs. The Alternatives
See exactly how QuickEstimate stacks up against Excel and generic estimating tools — feature by feature.
| Feature | QuickEstimate | Excel / Spreadsheets | Generic Tools |
|---|---|---|---|
| Structured cost categories | Built-in, guided | Manual setup | Partial |
| Auto overhead calculation | 12-category system | Not included | Not included |
| Profit margin enforcement | Live alerts | Manual formulas | Basic only |
| Branded PDF proposals | Custom branding | Raw spreadsheet | Generic templates |
| Client approval tracking | Real-time dashboard | Not available | Not available |
| Subcontractor quote management | Multi-sub comparison | Not available | Not available |
| Revision history | Full version archive | File versions only | Limited |
| Mobile-friendly | Full mobile support | Painful on mobile | Varies |
| SOC 2 security | Certified | Local file risk | Not certified |
| Setup time | < 10 minutes | Hours of setup | 30–60 min |
Comparing full platforms instead? See QuickEstimate vs. Buildertrend and QuickEstimate vs. JobTread.
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