Estimates & proposalsWorking preview
Price the work. Protect the scope.
Turn labor, materials, and scope into a proposal you can stand behind.
Early working preview · Sample company · No card requiredEstimates & proposals
Oak Street addition
JFResidential project · Sample company
OverviewWorkFinancials
PROJECT VALUE$48,000
NEXT MILESTONERough-in
Project progress62%
✓
Reuse labor and material catalog items
02
Preserve proposal versions and decisions
03
Create a job from an approved new-job proposal
Illustrative records · Product in development
THE WORKFLOW
Keep the important details connected.
Build line-item estimates with your own cost catalog. Keep a versioned proposal and decision record so an approved scope can become a connected project.
Preserve proposal versions and decisions
Explore in the previewCreate a job from an approved new-job proposal
Explore in the previewCURRENT AVAILABILITY
Try the workflow. Know the boundaries.
Proposal decisions can be explored locally. Broader hosted customer proposal review, delivery, taxes, discounts, and package options still need development.
Read the full product statusWorking preview
Estimates & proposals
- Release stage
- Early working preview
- Hosted customer rollout
- Pending
- Paid access
- Not yet published
- Next step
- Explore sample records
BETTER TOGETHER
Explore all features Keep the rest of the job moving.
MAKE WORK FLOW
Put your next workflow to the test.
Explore a sample company and follow the details that matter to your business.