Help Center: Articles & Support for QuickEstimate Users

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.

Overhead & Profit Explained: Protecting Your Business

Calculate your true overhead costs and set profit margins so every estimate covers the real cost of doing business.

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

Add line items for materials, set labour rates, and include equipment costs so every part of the job is accounted for in your quote.

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.

Generating & Sending Branded Proposals

Your estimate is ready—now turn it into a polished, client-facing proposal that wins more projects.

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.

What Clients See at the Top of Your Proposal

What the proposal header shows, and how to brand it with your logo and colour.

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 Notifications

How you find out when a client opens, approves or rejects 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.

Proposal History and Revisions

See when a proposal was sent, opened and signed, and how revisions work.

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.

Keeping a Copy of Your Estimates

Download proposal PDFs and print records so you always have your own copy.

How We Keep Your Data Safe

The protections QuickEstimate has in place for every account, explained in plain English.

Managing Account Access and Passwords

Change passwords, connect Google sign-in and control who on your team can sign in.

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.