THE PROCESS
From the first document to the final proposal.
A deliberate path through the details. Start with your project scope, make the estimating decisions and put a clear proposal in your client's hands.
Explore the workflow.
Start with the source.
See what the scope actually says. Review each suggestion alongside its source citation, then confirm what belongs in the takeoff.
Supply and install 100 sq ft of flooring. Finish specification to be confirmed.
Install flooring
Confirm finish specification before pricing.
Synthetic example. Review quantities and replace sample rates before a real bid.
Set up once. Build with context.
Create your organization
Register a separate workspace for your business. Add your clients, projects and team members, with the permissions appropriate to their responsibilities.
Add the inputs you trust
Enter your approved material and labor rates, estimating defaults and project information. Review external AI consent in Settings if you want to use assisted scope analysis.
Review scope and takeoff
Upload the project documents or enter items manually. Check the evidence, quantities, units and assumptions before they become priced line items.
Build and review the estimate
Apply verified costs, review waste and commercial adjustments, and create a revision when a decision changes.
Generate the proposal
Prepare the branded PDF, review scope and terms, and share it through your own process. Record the client decision and track later change orders against the accepted baseline.
THE NEXT PROJECT STARTS HERE
Make room for a better bid.
Bring your scope, your approved rates and the expertise behind your work. Build the estimate, then put your proposal together.