Every Cost, in the Right Place
The builder has 8 steps: Client, Description, Materials & Labor, Subcontractor, Equipments, Permits, Sales Information and Summary. Use Next and Previous to move between them, and Save Draft at any time.
Step by Step
1
Start the Estimate
- Click Estimates in the top bar, then Create Estimate
- On the Client step, choose an existing client or enter a new one, give the proposal a name and pick a Department
The department decides which overhead and profit margin are used. Set them under Management → Departments.
2
Add Materials and Labor
- On the Materials & Labor step, click Add/Edit in the Material List, Group Material List or Labor List
- Pick items from your saved price list and enter the quantity (or hours for labor)
- Need something that isn't in your list yet? Use + Add Material in the same panel, then click Save
If you offer more than one package, fill in each package and use Copy to Standard Package or Copy to Basic Package to start from the same items.
3
Add Subcontractors, Equipment and Permits
- Subcontractor: add subcontractor costs from your Sub-Contractors list. Your subcontractor markup is added automatically
- Equipments: add rental or owned equipment with a quantity and number of days
- Permits: click Add Permit and enter the permit type, description and cost
4
Add Discounts and Tax
- On Sales Information, set the sales date and potential install date
- Add a discount as a fixed amount or a percentage, and choose the tax option and sales tax rate
- Add any notes or special instructions for the client
5
Check the Price and Generate the Proposal
- The pricing panel shows Subtotal, Overhead, Cost Total, Margin, Your Profit and Client Price as you work
- The margin health indicator tells you if discounts or low markups have pushed the margin below your target
- On Summary, check the investment total for each package, then click Generate Proposal
Frequently Asked Questions
Can I add an item that isn't in my price list?
Yes. Use + Add Material in the picker to add a new item, then select it.
How is tax handled?
Tax is set for the whole estimate on the Sales Information step (tax option, sales tax rate and an optional tax exemption number).
Can I save and come back later?
Yes. Click Save Draft at any step. Drafts appear on the Estimates page.
Ready to Price Your Next Job?
Build an estimate with your real costs, overhead and margin.