Estimating & Takeoff

Estimate Once, Use It Everywhere

A hierarchical estimate built from your own catalog, measured off the plan, bid out to your subs, and locked as the budget. The number never gets retyped.

An Estimate Shaped Like the Job

Group the work the way you talk about it, price each line the way it is actually bought, and see the cost code on every row.

  • Item groups nest the way the job does, with totals rolling up as you type
  • Six line types: material, labor, equipment, trade partner, flat fee and allowance
  • Markup or margin per line, as a percentage, a flat amount or per unit
  • The cost code sits on the row, so the estimate already speaks your chart of accounts
  • Export to Excel for analysis or PDF for presentation, hierarchy and totals intact

Templates You Build Once

Nobody prices a house from a blank page. Your catalog, your assemblies and your spec books all drop straight into an estimate.

  • A cost catalog of the items you buy, with their default cost, unit and markup
  • Assemblies group the pieces that always travel together, and push quantity and markup down to every child when you change the parent
  • Spec and selection templates carry their own estimate lines, so applying one writes the rows and groups them for you
  • Import from the catalog into any estimate, at any level of the hierarchy

Measure on the Plan, Price on the Line

Upload the plan set and measure straight off the page. Every measurement stays attached to the estimate line it feeds.

  • Plans split into page images the takeoff tool draws on
  • Count, length and area measurements, each linked to its estimate line
  • Automatic unit conversion, so a linear foot measured is a linear foot priced
  • Re-measure a revision and the lines that read it follow
  • AI plan analysis reads the sheet and gets the takeoff started

Bid It Out Without Retyping It

Tick the lines you want priced and send them to your subs. The quotes come back against the same rows you sent.

  • Select estimate items and the bid package builds itself from them
  • Override the quantity, unit or wording a vendor sees without touching the estimate
  • Invite several vendors to the same scope and compare their quotes side by side
  • Award one, and the award writes back to the working estimate line it came from
  • Turn the awarded package into a purchase order rather than retyping it

Then It Becomes the Budget

Lock the estimate and it becomes the budget every actual is measured against, while a fresh working copy carries on for changes.

  • Locking clones a new working estimate, so the budget stays the number you agreed to
  • Committed, actual and variance land against the budget line, by cost code
  • Proposals pull their pricing from the estimate, and a signed proposal sets the contract price
  • Change orders price against the same lines and move the budget only when approved

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