Estimates

Settings

• Set the default numbering format for estimate line items

Create or edit estimates

• Add an estimate manually
• Import an estimate from an Excel file
• Copy an estimate
• Add or edit an estimate's scope

Categorize estimate items using cost codes and locations

• Estimate cost codes
• Add or edit an estimate cost code's scope
• Estimate locations

Add estimate items

• Add items manually
• Add items from the cost database
• Import items from another estimate

Update items

• Update labor items
• Update equipment items
• Update crews and components
• Update assemblies and components
• Edit manually entered estimate items and work items
• Use the Digitizer to update item quantities

Add markups and adjustments

• Add global markups
• Add adjustments

Estimate request for pricing (RFP) packages

• RFP packages
• Receive bid alerts

Reports

• Print, share, or email estimate reports