Guided bid creation
Move through customer, site, scope, items, pricing, photos, review, and proposal steps.
Estimating and bids
Start from the customer, job site, measurements, photos, notes, catalog, and pricing context that explain the work before the proposal is sent.

Prepare the estimate
Build from labor, material, service, cost, unit, and measurement data while keeping customer-specific pricing and job details available to the bid.
Move through customer, site, scope, items, pricing, photos, review, and proposal steps.
Use reusable item data and customer-specific pricing when the bid calls for it.
Bring measurements, site notes, photos, and plain-language scope details into the estimate.
Carry the work forward
Manage revisions, branded proposal documents, signatures, and acceptance so the approved scope can become the starting point for project work.
Prepare client, internal, and subcontractor-facing proposal document variants for the appropriate audience.
Keep proposal changes, signatures, and acceptance records tied to the bid lifecycle.
Use AI help to draft scope and terms with contractor context and review boundaries.