01Estimates and job costing
Build itemised quotes, check the cost of the work and carry accepted estimates into a project.
- Choose saved material, labour and equipment rates or enter your own estimate lines.
- Review quantities, markups, GST and the client-facing document; complete any required internal review.
- Convert accepted work into a project and compare captured job costs with the budget.
02What is included
Use these capabilities within your company and project permissions.
- Itemised estimates, saved cost rates and pricing assemblies
- Exact decimal pricing, markups and GST
- Estimate approval, project conversion and job-cost records
03Configuration and availability
AI takeoff measurement is not included. Email delivery requires a connected mail service.
04Price the scope
Add descriptions, quantities and rates, using saved cost items and supported takeoff assemblies where useful.
05Review the quote
Check markup, expected cost, GST and the customer-facing document, then complete any required internal approval.
06Carry accepted work into delivery
Approve an estimate and create a linked Planning project when no project has been selected. Approved financial history is retained.