Stop staring at blank spreadsheets. Our guided wizard walks you through every part of a professional estimate - line items, allowances, payment schedules, terms, and final options. Just fill in the blanks and you're done.
Try the WizardEach step focuses on one part of your estimate. Complete them in order, or jump around - it's your call.
Add line items organized by category. Include quantities, prices, descriptions, and photos. Use your saved templates or build from scratch. AI can help write professional descriptions.
Customer hasn't picked their fixtures yet? Add allowance items with placeholder amounts. When selections are made, update once and the whole estimate adjusts. This step can be disabled in settings if you don't use allowances.
Set up deposits, progress payments, and final payment. Use preset templates (50/50, thirds, progress billing) or create a custom schedule that matches the project milestones.
Select from your saved terms templates or create new ones. Add job-specific terms for unique situations. Your legal protection, professionally presented.
Set target dates (start, end, expiration), choose pricing display mode (show/hide details), and configure highlighting for change orders. Fine-tune the final details before sending.
We designed this wizard by watching real contractors build estimates. Every step exists because it matters.
If you can fill out a form, you can use the wizard. Each step tells you exactly what to do.
The wizard ensures you cover all the bases - scope, dates, money, and legal terms.
What used to take an hour now takes minutes. More estimates out the door means more jobs won.
Every estimate looks polished and complete. Impress clients before you even start the job.
Complete steps in any order. Jump around based on what info you have. The wizard tracks your progress.
Work is saved as you go. Close your browser, come back tomorrow - everything's still there.
See how the 5-step wizard transforms your estimating process. Professional proposals in minutes.
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