Estimating and bids

Build the bid where the work starts

Start from the customer, job site, measurements, photos, notes, catalog, and pricing context that explain the work before the proposal is sent.

Estimating and bids in SitePro Max

Prepare the estimate

A reusable catalog, with room for the job in front of you

Build from labor, material, service, cost, unit, and measurement data while keeping customer-specific pricing and job details available to the bid.

Guided bid creation

Move through customer, site, scope, items, pricing, photos, review, and proposal steps.

Catalog and customer pricing

Use reusable item data and customer-specific pricing when the bid calls for it.

Job-site context

Bring measurements, site notes, photos, and plain-language scope details into the estimate.

Carry the work forward

The bid does more than leave the building

Manage revisions, branded proposal documents, signatures, and acceptance so the approved scope can become the starting point for project work.

Proposal variants

Prepare client, internal, and subcontractor-facing proposal document variants for the appropriate audience.

Revisions and acceptance

Keep proposal changes, signatures, and acceptance records tied to the bid lifecycle.

AI-assisted drafting

Use AI help to draft scope and terms with contractor context and review boundaries.