Estimate Interface

This is where estimates are managed.


Click to expand the Estimate to full screen. When done, unit columns will appear.


Estimate Menu

  • Refresh - Reloads the Estimate on screen
  • Edit Details - See next section
  • Reset Pricing - Click this to reset the individual unit price for every Estimate Item within the Estimate. This is beneficial if the item pricing has been updated since the estimate was created.
  • Update Margin - If Profit Margins are enabled, click this (or the green Margin headers), to blanket update the profit margin of each Estimate Item.
  • Print - Click to print the Estimate.
  • Email - Click to email the Estimate.
  • Other Estimates - Click to view other Project Estimates.
  • Material Manager - Opens the Material Manager (permission required).

Edit Estimate Details

Click Edit Details or any of the settings to edit the Estimate details.


Adding Estimate Items

Click the green circle plus to add a single Estimate Item or Material List.


Editing Estimate Items

Click Edit Item or any of the numbered columns to edit an Estimate Item.


Estimate Custom Fields

If applicable, Trade Custom Fields allow you to create custom data points that can be manually entered or entered automatically via a 3rd-party integration.

Trade Custom Fields can be used for anything, but are primarily used for gathering and storing measurement data. Those measurements can be converted to Estimate Item quantities through the use of Material Conversions. Material Conversions are owned by a Material are managed in Settings, Materials (permission required).


Trade Custom Fields are created by trade and are managed in Settings, Trades (permission required). Once you have custom fields created, you need to map them to your materials. Go to your Materials Manager, pick a material, and click the Trades & Data Mapping tab. Not only is this where you associate a material with a trade, but also map the default quantity to a custom field. Once a custom fields is mapped to a material, the custom field value should now be the default estimate quantity for the material item when picked or imported via a list.


Third-Party Reports

Any third-party reports for the Project will be listed here. Click a report to view the raw measurement data. Click Import Data to import the report data into the Estimate Custom fields.


Estimate Comments

Estimate Comments allow a User to attach additional messages to the Estimate.

Estimate comments can be hidden from printing or can be imported into Work and Material Orders through the use of Order Pre-Builds.


Time saving default comments can be created in Company Settings, Estimate Customization (permission required). These default comments can be imported into an Estimate Comment.



Estimate Summary

This is a financial summary of the Estimate

SubTotal Function

The Sub total line determines how the total of the estimate lines are calculated.


SubTotal - Auto - Calculates the sub total based off of the quantity and cost/price of the estimate item. It should be the same as the Price(P) column.


SubTotal - Manual - With this option, you can manually enter a sub total amount.


Print Settings

Whether the sub total prints on the print out is managed by toggling the printer icon. This can also be managed in the Print dialog when an Estimate is printed.


Set item costs menu option

When set to Sub total - Manual, Set item costs allows the User to "back-in" Estimate Item material costs from the amount set for the sub total. Therefore, the sum of your estimate items should add up to the amount set for the sub total.



Profit Margin

This shows the total profit margin of all estimate items. The Profit Margin summary is only available in Sub total - Auto mode and Profit Margin functions are enabled for the estimate ( see Estimate Details).


Estimate Financial Items

Financial Items are line items added to the sub-total area and add to the grand total.

Most commonly used Financial items can be set up within the Company Settings, Estimate Customization (permission required).


Estimated Expenses

Here you can enter in a total for your estimated expenses to calculate an estimated profit margin. You can either enter it manually or have it be automatic if your are in Assembly Mode.


Tax Item Function

This is where tax is set for the estimate.

Tax items are set up within your company settings.

  • No Tax - No Tax will be calculated within the estimate.
  • Auto Tax on Estimate Item - This is the total sum of the tax for each estimate item.
  • Auto Tax on Assembly - This calculates the tax on the assembly components within each estimate item. The tax is then added to the total cost of the components and will not be listed here.
  • Manual Tax - Here you can manually enter a tax amount.

- Will be printed on estimate

- Will not be printed on estimate



Estimate Utilities

Copy Estimate - Creates a duplicate version of the Estimate and all of its Estimate Items.


Save as List - Saves the Estimate as a Material List ("Can save estimates as material lists" permission required).


Delete Estimate - Deletes the entire estimate, items, components, and comments.

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