1. Capture Scope
Upload drawings or spreadsheets, run the takeoff helper, and organize scope by work area or CSI division.
Estimating Workflow
Control every line item from takeoff to signed proposal
Purpose-built tooling for material, labor, and equipment budgets with live profitability, audit trails, and collaboration.
Structured Takeoffs → Estimates
Bring quantities in from takeoffs, spreadsheets, or manual entry with unit conversions and waste factors handled automatically.
- Multi-trade line items
- Waste & loss factors
- Unit normalization
Keep your historical production rates and assemblies organized so estimators stay consistent job to job.
Labor & Crew Libraries
Store burdened rates, crew templates, and productivity assumptions for quick drag-and-drop estimating.
- Crew size presets
- Burdened rates
- Productivity tracking
Material Catalogs
Centralize suppliers, SKUs, and alternates so substitutions and VE ideas are one click away.
- Supplier alternates
- Spec notes
- Price history
Markup & Profit Controls
Dial in markups by division, cost type, or customer profile, and preview gross margin in real time.
- Scenario modeling
- Division markups
- Margin alerts
2. Build Estimate Packs
Group material, labor, and equipment items into phases with automatic rollups and alternates.
3. Send Proposal
Generate branded PDFs or share interactive proposals with revision tracking and client approvals.
AI Assist
Suggested line items, missing scope flags, and narrative summaries keep estimates polished without extra effort.
Revenue Pipeline
Track hit rates, follow-ups, and outstanding revisions directly from the estimates queue.
Proposal Quality
Embed clarifications, inclusions/exclusions, and schedule assumptions with one source of truth.
Hit submit with confidence
Version control, approvals, and revision history keep teams aligned. Sync to proposals, invoices, or project budgets without rekeying data.
Approval checklists
Revision tracking
Proposal templates