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Start Here: First Steps with QuickEstimate
New to QuickEstimate? Our getting started guides will walk you through everything you need to know to create your first estimate in under 5 minutes.
Browse by Category
Find articles organized by topic. Start with the category most relevant to you.
Getting Started
Set up your account, first estimates, and essential configurations. Perfect for new users.
View 4 articles →Creating Estimates
Learn how to add costs, manage materials, labor, equipment, and generate accurate estimates.
View 3 articles →Overhead & Profit
Calculate overhead costs, set profit margins, and protect your business profitability.
View 3 articles →Proposals & Workflow
Generate branded proposals, track client approval, and manage revisions seamlessly.
View 16 articles →Team Collaboration
Invite team members, manage roles, share estimates, and work together efficiently.
View 14 articles →Billing & Account
Manage subscriptions, update billing, troubleshoot payment issues, and cancel anytime.
View 4 articles →Security & Data
Understand our security measures, backup your data, enable 2FA, and protect your estimates.
View 4 articles →Best Practices
Master estimating techniques, margin strategy, avoiding costly mistakes, and industry tips.
View 3 articles →Most Helpful Articles
Read what other contractors found most useful.
Creating Your First Estimate: Complete Guide
Walk through the entire process of setting up a new project, adding costs, calculating overhead and profit, and generating a professional estimate.
How to Calculate Your True Company Overhead %
Learn the exact steps to calculate your real running costs including rent, insurance, utilities, admin salaries, and more.
Adding Materials, Labor & Equipment Costs
Break down every cost category: materials with quantities, labor by hours or crew size, rental equipment, and subcontractor bids.
Understanding Margin Health Indicators
Learn what the margin health indicator means, how to interpret it, and why hitting your profit target is critical before sending estimates.
Adding Costs to Your Estimate
Learn how to add and organise materials, labour, and equipment costs to build a complete and accurate project estimate.
Managing Materials, Labour & Equipment
Learn how to add and organise materials, labour, and equipment costs to build a complete and accurate project estimate.
Generating Accurate Estimates
Use QuickEstimate's built-in tools to review totals, apply markups, and produce a professional, ready-to-send estimate for your client.
Understanding Your Overhead Costs
Learn what counts as overhead, how to calculate your true business running costs, and why every estimate must cover them to keep your business profitable.
Setting the Right Profit Margin
Understand the difference between markup and margin, choose the right percentage for your trade and market, and apply it consistently across every quote.
Protecting Your Profitability on Every Job
Avoid the common mistakes that quietly erode your margin — scope creep, underpriced variations, and missing costs — and build a quoting process that protects your bottom line.
Generate and Send Your First Proposal
Turn a completed estimate into a branded, client-ready proposal and deliver it in minutes.
Customise Proposal Branding and Layout
Add your logo, brand colours, and business details so every proposal reflects your company identity.
Adding Terms and Conditions to Proposals
Include payment terms, scope boundaries, and legal clauses to protect your business and set clear expectations.
Creating a Professional Cover Page
Make a strong first impression with a custom cover page that includes project details and your branding.
Setting Proposal Validity and Expiry Dates
Control how long your proposal remains active and protect yourself from stale pricing commitments.
Sending a Proposal via Email
Send proposals directly from QuickEstimate with a personalised message and track whether your client opened it.
Downloading Your Proposal as a PDF
Export a polished PDF version to attach to your own emails, print, or hand deliver to clients.
Sharing a Proposal via Direct Link
Generate a shareable link so clients can view their proposal online from any device, at any time.
Setting Up Follow-Up Reminders
Never let a proposal go cold. Configure automatic reminders to prompt clients who haven't responded.
Tracking Proposal Status and Views
See when a client has opened your proposal and monitor its current status—sent, viewed, approved, or declined.
How Client Approval Works
Understand the approval flow—from proposal sent to client sign-off—and what happens at each stage.
Manually Marking a Proposal as Approved or Declined
Record client decisions made over the phone or in person by updating proposal status directly in QuickEstimate.
Approval Notification Settings
Configure how and when QuickEstimate notifies you when a client approves, declines, or views a proposal.
Editing and Resending a Proposal
Make changes to a sent proposal and resend it with an updated version number—without losing the original.
Viewing Proposal Version History
Access a full log of every version sent to a client, including what changed and when each was delivered.
Duplicating and Archiving Proposals
Reuse successful proposals for similar projects or archive old ones to keep your workspace organised.
Inviting Team Members to Your Account
Send invitations to colleagues and get your whole team working inside QuickEstimate in a few simple steps.
Understanding Team Roles and Permissions
Learn what each role—Owner, Admin, Estimator, and Viewer—can see and do within your QuickEstimate account.
Changing a Team Member's Role
Promote, restrict, or reassign a team member's access level as your business needs evolve.
Removing or Deactivating a Team Member
Safely remove a team member's access without losing any of the estimates or proposals they worked on.
Sharing Estimates with Team Members
Give colleagues access to specific estimates so they can view, edit, or contribute without seeing your entire account.
Sharing Proposals for Internal Review
Let a manager or colleague review and approve a proposal internally before it goes out to the client.
Controlling Project Visibility
Set individual projects as private, team-visible, or shared so the right people see the right work.
Setting Up Guest Access for Clients
Allow a client or external stakeholder to view specific project data without giving them a full team seat.
Assigning Estimates to Team Members
Delegate estimate ownership to the right person on your team and track who is responsible for each project.
Leaving Comments on Estimates
Add notes and feedback directly on an estimate so your team can discuss changes without leaving QuickEstimate.
Viewing the Team Activity Log
See a timestamped record of every action taken by your team—edits, sends, approvals, and more.
Managing Team Notification Settings
Control which team events trigger notifications and choose how each member is alerted—email, in-app, or both.
How Many Team Members Can I Add?
Understand seat limits on each QuickEstimate plan and find out how to add more team seats as your business grows.
Upgrading Your Plan for More Seats
Step-by-step guide to upgrading your QuickEstimate plan to accommodate a growing team without any disruption.
Manage Your Subscription
Upgrade, downgrade, or switch your QuickEstimate plan at any time. Understand what's included in each tier and how billing cycles work.
Update Your Billing Details
Change your payment method, update your card details, or switch to a different billing email address on your QuickEstimate account.
Troubleshoot Payment Issues
Fix failed payments, declined cards, and billing errors. Learn why a charge may have failed and how to resolve it quickly so your account stays active.
Cancel Your Account
Steps to cancel your QuickEstimate subscription, what happens to your data after cancellation, and how to reactivate your account if you change your mind.
Enable Two-Factor Authentication (2FA)
Add an extra layer of protection to your QuickEstimate account by setting up 2FA via an authenticator app or SMS verification.
Backing Up Your Estimates and Data
Export and save a copy of your estimates, client records, and account settings so your data is never at risk.
How We Keep Your Data Safe
Learn about the encryption standards, secure infrastructure, and data practices QuickEstimate uses to protect your business information.
Managing Account Access and Passwords
Update your password, review active login sessions, and revoke access from any devices you no longer use.
How to Price a Job Without Undercharging
Learn how to calculate your true costs, apply the right margin, and send quotes that are competitive without leaving money on the table.
Avoiding Common Estimating Mistakes
The most frequent errors tradespeople make when quoting — from forgetting overheads to miscalculating labour — and how to avoid them.
Winning More Jobs with Better Quotes
Practical tips on presentation, response time, and quote structure that help you convert more enquiries into paid work.
Learn by Video
Watch quick tutorials showing exactly how to use QuickEstimate features.
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