Estimates that turn into budgets, automatically.
Build line-item estimates with margin tracking. Send for one-tap approval. Convert the approved estimate into a project with one click, budget pre-loaded. Track every dollar against it as the job moves. No more spreadsheets, no more "where did the money go?"
Why this matters
The spreadsheet that breaks every quarter? Gone.
No more "the formulas broke"
Replace the fragile spreadsheet you copy from job to job. Every estimate has the same structure, the same math, the same polish, every time.
No more chasing PDF signatures
Send the estimate, your client opens it on their phone, taps "Approve." You get notified instantly. The job can start the same day.
No more end-of-job surprises
See actuals against your budget in real time. Catch the overrun in week 3, not after the final invoice. Margins stay where you planned them.
Line items, organized into sections clients actually read.
Group line items by section like Foundation, Framing, Electrical, Plumbing, and Finishes, each with its own subtotal. Clients see exactly where their money is going. You generate a polished PDF with one click.
- Sections with subtotals that collapse, drag to reorder, and stay easy to scan.
- Every column you need (description, quantity, unit, cost, price), none you don't.
- One-click PDF that's branded, professional, and ready to send.
Know your margin before you send.
Every line item tracks both cost (what you pay) and price (what the client pays). Watch your margin update line by line as you build the estimate. Never undercharge again. The client-facing view hides your costs entirely.
- Cost vs. price on every line item, with margin % calculated automatically.
- Set a target markup or margin and let the system back-calculate prices for you.
- Costs always stay private. Clients only see the price column on the portal and PDF.
Approve in one tap. Ask questions in another.
Your client opens the estimate on their phone. They review, ask questions in the built-in chat, and approve when they're ready. The whole conversation lives next to the numbers, so there's no phone tag and no lost emails. You're notified the second they tap Approve.
- One-tap approval from any device. No signing apps, no PDFs in email.
- Built-in estimate chat. Questions and answers live next to the line items, forever.
- Email notifications both ways. Neither side needs to keep checking the portal.
Catch the overrun in week three, not week thirteen.
Once your client approves the estimate, one click turns it into a project with the budget pre-loaded. As you log expenses, the dashboard shows budget vs. actual by category. Materials trending hot? You'll see it before the framer leaves.
- One click to create the project from an approved estimate. Budget carries over, no re-typing or exporting.
- Categories that match construction: Materials, Labor, Equipment, Permits, Subs.
- Color-coded variance. Green good, amber close, red over. Glance and know.
Build new estimates in minutes, not afternoons.
Save the line items you use on every job: labor rates, materials, common tasks, even bundled assemblies for the projects you do over and over. Drop them into a new estimate with one click. Update prices in one place and every future estimate stays current.
- Reusable line items for labor rates, materials, and tasks. All searchable.
- Bundled assemblies. Save a 14-line-item bathroom remodel as one catalog entry.
- Consistent descriptions and pricing across every estimate, every project.
"The AI contract drafter saved me an hour per project. I emailed Chris with a feature request on a Tuesday. He replied the same day and shipped it the following week. That doesn't happen with the big guys."
Send your next estimate without opening a spreadsheet.
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