A workflow that mirrors how you actually build an estimate - from takeoff to sales price.

The sections follow the same order you work: set defaults, verify libraries, build the estimate, then price and export.

1System Defaults

Set up your defaults so every estimate stays consistent.

Labor Rate
Set your average labor rate once. If a job needs a different rate, override it in that estimate without changing the default.

It helps you keep labor costs consistent from one estimate to the next.
Overhead and Margin
Set your default overhead and margin once. Each new estimate starts with these values, but you can adjust them as needed.

Setting them once keeps your base pricing consistent from job to job.
Tax and Adders
Set up your default tax rate and adders so every new estimate begins with the same numbers. Override them on individual estimates when needed.

Your starting point for every estimate.

Your central database for material and direct job expense items.

Materials Library
This is your list of material items with their associated labor units and pricing. Use it to build accurate assemblies and estimates. If you’re starting with the provided library, review every item - update labor units and pricing to match your shop’s actual numbers. Prices should always be checked and updated before any proposal goes out.
Direct Job Expense (DJE) Library
This covers non-material costs like permits, rentals, delivery, disposal, and travel. Keep them here instead of folding them into labor so your totals stay transparent and easy to track.
Maintaining Libraries
Group items logically and keep descriptions clear. Add notes when a spec calls out something unusual so it’s easy to find later. Reviewing these libraries regularly keeps every estimate clean and defendable.

Accurate libraries mean accurate estimates.

Pre-built groups of materials and labor that speed up estimating and keep pricing consistent.

Common Material Assemblies
Build assemblies for the items you use on almost every job - like conduit runs, device boxes, or lighting drops. Instead of adding each part one by one, you can drop in a complete set with the right labor and materials already tied together.
Service and Project Assemblies
Create assemblies for work you sell regularly, such as panel upgrades, service changes, or fixture installations. These let you price small jobs or change orders fast while keeping numbers consistent from one estimate to the next.
Consistency and Speed
Using assemblies cuts takeoff time and keeps pricing uniform across your estimates. When material or labor pricing changes, update the assembly once and the correction applies everywhere it’s used.

Build it once, use it on every job.

Set realistic labor units for material and adjust them when job conditions change.

Base Labor Units
Start with the labor hours it normally takes your crew to complete common tasks under standard conditions. These base units become the foundation for every material and assembly in your estimate.
Job Condition Adjustments
Adjust those labor units when field conditions call for it - tight access, height, schedule pressure, or weather. These adjustments help the estimate reflect real working time instead of ideal conditions.
Notes and Documentation
Add short notes that explain why an adjustment was made. When someone reviews the estimate later, they can see the reason without guessing or asking.

Real labor hours for real job conditions.

Work through each step to build a clean, accurate estimate.

Add Materials and Assemblies
Start by selecting your materials and assemblies from the libraries. Each item pulls in the labor units and cost automatically so your totals stay consistent as you go.
Make Labor and Cost Adjustments
Adjust labor where job conditions call for it and review material pricing to make sure it reflects current costs. Add DJE items like permits, rentals, or travel to cover the full scope of the job.
Review and Fine-Tune
Use the summary to double-check totals, margins, and tax. If something looks off, adjust the defaults for this estimate only to dial in the final cost before you price it out.

Follow the steps - add, adjust, and review until the number’s right.

Review the totals for this estimate and make any final adjustments before sending it out.

Totals in One Place
Materials, labor, and DJE are all shown together so you can confirm the balance and catch anything that looks off.
Overhead, Margin, and Tax
Defaults are already applied. Review them here and override as needed for this estimate to match project requirements or bid strategy.
Final Check
Use this step to tighten the numbers before export or proposal. If you need to fix something, jump straight back to that section and update it.

Review, adjust, and lock in the number.

Access your estimate data in simple, shareable formats - with more export options coming soon.

Current Exports
Download a PDF version of the summary for quick review or recordkeeping. Use the CSV export for detailed totals and data that can be opened in a spreadsheet or shared with accounting.
Accurate and Aligned
Both exports pull directly from your on-screen summary, so every total and field matches exactly - no rework or extra formatting.
What’s Coming
More export tools are in development, including RFQ-ready Bill of Materials (BOMs), proposal generation, and additional client-facing formats.

Simple exports now, powerful options coming soon.

Store customer and project information so every estimate and export stays organized and traceable.

Customer records
Keep company and contact information in one place. When you start a new estimate, select the customer and their info fills in automatically - no hunting for old notes or emails.
Project Details
Each estimate is tied to a specific job with its own name, address, and scope. That data carries through to summaries and exports, keeping everything consistent and easy to identify later.
Organization and Search
Use clear naming for customers and jobs so you can find past work quickly. Staying organized here saves time and prevents mix-ups when projects overlap.

Accurate records make every estimate easier to manage.

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