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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.
Find articles organized by topic. Start with the category most relevant to you.
Set up your account, first estimates, and essential configurations. Perfect for new users.
View 4 articles →Learn how to add costs, manage materials, labor, equipment, and generate accurate estimates.
View 3 articles →Calculate overhead costs, set profit margins, and protect your business profitability.
View 3 articles →Generate branded proposals, track client approval, and manage revisions seamlessly.
View 16 articles →Invite team members, manage roles, share estimates, and work together efficiently.
View 14 articles →Manage subscriptions, update billing, troubleshoot payment issues, and cancel anytime.
View 4 articles →Understand our security measures, backup your data, enable 2FA, and protect your estimates.
View 4 articles →Master estimating techniques, margin strategy, avoiding costly mistakes, and industry tips.
View 3 articles →Read what other contractors found most useful.
Walk through the entire process of setting up a new project, adding costs, calculating overhead and profit, and generating a professional estimate.
Learn the exact steps to calculate your real running costs including rent, insurance, utilities, admin salaries, and more.
Break down every cost category: materials with quantities, labor by hours or crew size, rental equipment, and subcontractor bids.
Learn what the margin health indicator means, how to interpret it, and why hitting your profit target is critical before sending estimates.
Learn how to add and organise materials, labour, and equipment costs to build a complete and accurate project estimate.
Learn how to add and organise materials, labour, and equipment costs to build a complete and accurate project estimate.
Use QuickEstimate's built-in tools to review totals, apply markups, and produce a professional, ready-to-send estimate for your client.
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.
Understand the difference between markup and margin, choose the right percentage for your trade and market, and apply it consistently across every quote.
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.
Turn a completed estimate into a branded, client-ready proposal and deliver it in minutes.
Add your logo, brand colours, and business details so every proposal reflects your company identity.
Include payment terms, scope boundaries, and legal clauses to protect your business and set clear expectations.
Make a strong first impression with a custom cover page that includes project details and your branding.
Control how long your proposal remains active and protect yourself from stale pricing commitments.
Send proposals directly from QuickEstimate with a personalised message and track whether your client opened it.
Export a polished PDF version to attach to your own emails, print, or hand deliver to clients.
Generate a shareable link so clients can view their proposal online from any device, at any time.
Never let a proposal go cold. Configure automatic reminders to prompt clients who haven't responded.
See when a client has opened your proposal and monitor its current status—sent, viewed, approved, or declined.
Understand the approval flow—from proposal sent to client sign-off—and what happens at each stage.
Record client decisions made over the phone or in person by updating proposal status directly in QuickEstimate.
Configure how and when QuickEstimate notifies you when a client approves, declines, or views a proposal.
Make changes to a sent proposal and resend it with an updated version number—without losing the original.
Access a full log of every version sent to a client, including what changed and when each was delivered.
Reuse successful proposals for similar projects or archive old ones to keep your workspace organised.
Send invitations to colleagues and get your whole team working inside QuickEstimate in a few simple steps.
Learn what each role—Owner, Admin, Estimator, and Viewer—can see and do within your QuickEstimate account.
Promote, restrict, or reassign a team member's access level as your business needs evolve.
Safely remove a team member's access without losing any of the estimates or proposals they worked on.
Give colleagues access to specific estimates so they can view, edit, or contribute without seeing your entire account.
Let a manager or colleague review and approve a proposal internally before it goes out to the client.
Set individual projects as private, team-visible, or shared so the right people see the right work.
Allow a client or external stakeholder to view specific project data without giving them a full team seat.
Delegate estimate ownership to the right person on your team and track who is responsible for each project.
Add notes and feedback directly on an estimate so your team can discuss changes without leaving QuickEstimate.
See a timestamped record of every action taken by your team—edits, sends, approvals, and more.
Control which team events trigger notifications and choose how each member is alerted—email, in-app, or both.
Understand seat limits on each QuickEstimate plan and find out how to add more team seats as your business grows.
Step-by-step guide to upgrading your QuickEstimate plan to accommodate a growing team without any disruption.
Upgrade, downgrade, or switch your QuickEstimate plan at any time. Understand what's included in each tier and how billing cycles work.
Change your payment method, update your card details, or switch to a different billing email address on your QuickEstimate account.
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.
Steps to cancel your QuickEstimate subscription, what happens to your data after cancellation, and how to reactivate your account if you change your mind.
Add an extra layer of protection to your QuickEstimate account by setting up 2FA via an authenticator app or SMS verification.
Export and save a copy of your estimates, client records, and account settings so your data is never at risk.
Learn about the encryption standards, secure infrastructure, and data practices QuickEstimate uses to protect your business information.
Update your password, review active login sessions, and revoke access from any devices you no longer use.
Learn how to calculate your true costs, apply the right margin, and send quotes that are competitive without leaving money on the table.
The most frequent errors tradespeople make when quoting — from forgetting overheads to miscalculating labour — and how to avoid them.
Practical tips on presentation, response time, and quote structure that help you convert more enquiries into paid work.
Watch quick tutorials showing exactly how to use QuickEstimate features.
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