Estimate pipeline with 8 bids totaling $14.5M across all statuses
Build detailed estimates, generate AI scope of work, track your pipeline, and convert to invoices with one click.
Add project details, client info, and start building your estimate with sections and line items.
Material, labor, and equipment items with quantities, units, costs. Auto-calculated totals and markup.
Click one button and AI generates a professional scope description from your line items.
Email professional PDF estimates and track when clients view and approve them.
Organize items into sections (HVAC Equipment, Piping, Labor) with subtotals per section.
AI analyzes your line items and writes a professional scope of work with inclusions and exclusions.
Visual pipeline: Draft → Sent → Viewed → Approved → Converted. See all bids at a glance.
Customize how your PDFs look — columns, colors, logo, sections. System templates or create your own.
One-click conversion from approved estimate to invoice or purchase orders.
Configurable markup percentages, tax rates, and detailed subtotals by type.
Click any image to enlarge.
