No training required. No complex setup. QuickEstimate guides you through a structured 6-step workflow that protects your margins at every single stage.
Most contractors create their first profitable estimate within 10 minutes of signing up. No manual needed.
Enter your company running costs one time. QuickEstimate applies them to every single estimate automatically.
From a completed estimate to a polished, branded client proposal in one click — no formatting required.
Real-time open and approval tracking — no more "did they get it?" calls to clients.
Name the project, add your client details, set the location and job type — QuickEstimate sets up a structured estimate shell, ready for your costs.
Every estimate is tagged and searchable — find any past project in seconds from your dashboard.
Tag by state, city, and trade type for reporting and analytics across your business.
Returning to a similar job? Start from any past estimate as a template — costs and structure pre-filled.
Enter materials, labor, equipment, and subcontractor costs with full line-item detail. QuickEstimate structures everything so nothing falls through the cracks.
Add each material with name, quantity, unit, and price. Access your saved materials library for speed.
Set hourly rate and estimated hours per trade — or enter a lump sum for each phase of work.
Add equipment hire by day/week. Add subcontractor quotes per trade — compare multiple bids before locking in.
Your company overhead rate was set once in your company settings. It now applies to every estimate you create — without you lifting a finger. Never undercharge for your running costs again.
Facility, admin, insurance, vehicles, tech, legal — all accounted for in your single overhead %.
Your overhead rate is firm — it can't be accidentally removed from any estimate in your account.
For unusual projects you can manually override the overhead rate on a case-by-case basis.
Type in the profit margin you need. QuickEstimate calculates the final quote amount instantly and shows you a live margin health indicator — green means you're good to go.
Enter profit as a percentage of total cost, or as a fixed dollar amount — whichever makes sense for this job.
A colour-coded gauge shows your margin vs. your minimum threshold in real time as you adjust the number.
If your margin falls below your minimum acceptable rate, QuickEstimate blocks sending until you review it.
Hit generate. QuickEstimate produces a polished, branded PDF proposal in seconds — your logo, your colors, your name at the top. The most professional document your client will receive from any contractor.
Choose the style that matches your brand. Premium plans can set custom brand colors throughout the PDF.
Upload your logo once — it appears on headers, footers, and the optional cover page automatically.
Send directly through the platform (with open tracking) or download the PDF to send via your own email.
The moment your client receives the proposal, QuickEstimate tracks everything. You'll know when they open it, how long they read it, and the second they hit approve — without making a single follow-up call.
See the exact timestamp of every open, plus how many times the client returned to review the proposal.
Clients approve directly from the proposal link. You get notified the second it happens — no chasing needed.
Clients can comment on specific line items. You revise, re-send, and all versions are archived automatically.
Click each step to explore what happens at every stage of the QuickEstimate workflow.
Name the project, add the client, set job type and location. Takes under 60 seconds — or start from a saved template for even faster setup.
Enter materials, labor, equipment, and subcontractors with full line-item detail. Use your saved materials library to add common items in seconds.
Your company running cost rate is already locked in from your settings. It applies automatically to every estimate — this step is already done for you.
Enter the profit margin you need. See the total quote amount update instantly and confirm your margin health is green before moving forward.
One click generates a polished, branded PDF proposal in seconds. Choose your layout, confirm branding, and send — or download and send via your own email.
From the moment the client receives your proposal, you have complete visibility. Know when they open it, what they think, and when they approve — without a single follow-up call.
Full access to every feature — 14-day free trial, no credit card needed.