From scope to number
Estimates & revisions
Build detailed estimates from the work you planned. Each service on a surface becomes a line item with quantity, labor rate, material cost, and subtotal. Revisions track every change so you and the customer always know what changed and why.
How it works
1Services generate line items
When you attach a service to a room surface, the Pricing Engine creates a line item. Quantity comes from the surface measurement. Rates come from your catalog defaults.
| Room | Service | Qty | Total |
|---|---|---|---|
| Living Room | Interior Paint | 280 ft² | $1,120 |
| Living Room | Crown Molding | 48 ft | $576 |
| Kitchen | Cabinet Refinish | 1 job | $2,400 |
2Adjust per-project
Override labor rates, material costs, markups, and quantities per line item. Add custom items that aren't in the catalog. Apply project-wide discounts.
3Track revisions
Every save creates a revision. The customer sees only the version you send. Revisions compare before and after, so scope changes are transparent.
4Send for review
One click emails the customer a review link. They see every line item, the summary, and the total. They accept, decline, or leave feedback — all tracked.
Estimate for Bathroom Remodel
4 line items · Total: $4,262.40
Why it matters
- Line items are measurement-based — quantities come from the floor plan, not manual entry
- Revisions preserve history — you can always see what changed and when
- Discount presets for common scenarios (repeat customers, bundled work)
- Labor and material tracked separately for profitability visibility
- Export-ready format for invoices and QuickBooks sync
Tip
Build the estimate from the floor plan first, then refine numbers per project. The structure stays consistent across jobs.