Estimates & Proposals

Build estimates with the Calculator and track every estimate from first quote to sold.

The Estimates area is where you price jobs and follow them all the way to a “yes.” You build each estimate in the Calculator — the guided wizard that walks you through the client, work areas, and items — and then track and update every estimate from one list. Along the way, AI helps sharpen your work: it polishes the notes you leave for the crew, and it coaches you on recorded ride-alongs.

You don’t need to know any pricing math. The Calculator handles the numbers — your job is to describe the work accurately.

Build an estimate

Create an Estimate with the Calculator

The guided, step-by-step wizard: pick a client and work areas, add items, review the price, then save and sell.

Create an Estimate from Scratch

Skip the Calculator: choose From Scratch, type in your own line items and prices on the proposal, and send it.

Record a ride-along

Record your in-person sales conversation and get AI coaching insights afterward.

Sharpen your estimate

Enhance crew notes with AI

Clean up and round out the notes you leave for the crew with one tap.

Track and manage

Browse & filter estimates

Search, filter, and sort your estimates list, and jump between status tabs.

Change an estimate's status

Mark estimates Sold, Lost, Released, and more — right from the list.

View an estimate's history

See what changed on an estimate, when, and who changed it.