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Estimates / Takeoffs / Specifications
Create fast and accurate estimates and takeoffs
8 articles
How to create an estimateCreate an estimate from a template or simply start with a blank estimate to begin building out the costings for your project
Change your estimate status pipeline viewCreate a custom pipeline view of your estimates to help visualise with your estimating workflow
Create different versions of an estimateUnder one lead you can have multiple versions of an estimate to track different options for your client.
Set up costing categories in your estimateCreate detailed costings in your estimate under specific cost codes and items within each cost code
How to create a takeoff and set the scale on plansLoad and set a scale on your plans to create accurate and fast takeoffs using different units of measurement (m2, m3, lm & each)
How to upload plans for takeoffsPrepare fast and accurate estimates with the ability to upload plans and complete digital takeoffs
How to use specifications for clearer proposalsCreating specifications from your estimate helps communicate what is included in the proposal, as well as more specific details
Export your estimate to PDF or CSVSee how to export your estimate costing's to a CSV or PDF file