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Add an Estimate


To add a new estimate in a project's Estimating tool.


After adding takeoffs for the project, you can view project estimates, set labor costs and profit margins, and generate downloadable bid estimates. You can also manually enter information on an estimate without takeoffs. Each section on the Estimating page displays the appropriate elements of the project’s bidding estimates, such as material quantity and costs, labor and labor costs, inclusions and exclusions, and an overall summary of the bid.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.
  • Additional Information:
    • Information from the Takeoff page automatically populates in the Estimating page.
    • Any items on the Estimating page that are highlighted in orange can be edited.
    • Only one user can edit an estimate at a time. If another user at your company is already working on the same estimate, you will see a banner indicating you are in 'read only' mode. However, you can create or edit another estimate for the project, or choose to click 'Kick User Out' if necessary.


  1. Navigate to the project's Estimating tool on
  2. Click the Estimating tab.
  3. Click Add Estimate
  4. If you want to use an existing estimate, click Copy Selected Estimate.
    If you want to create a completely new estimate, click Create Empty Estimate.
  5. See the sections below for available options:

Optional: Adjust Estimate Settings

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  2. The following modes are available for project estimates. Click a toggle ON icon-blue-toggle-on-esticom.png  to activate the mode, or OFF icon-toggle-off-esticom.pngto deactivate it.
    • Detailed Estimating
    • Group Multiplier
    • 'Use' Tax Instead of 'Sales Tax'
    • Individual Labor Rates
    • Company-Wide Estimating Settings

Optional: Create a New Group

  1. In the section of the estimate that you want to add a new group to, click Create New Group.
  2. Click into the title field to enter a new name.
  3. On the right side of the row, click Add New Item.
  4. Mark the checkboxes next to any items you want to include.
  5. Click Select.
  6. In the Quantity field, manually enter the quantity for each item.

Optional: Add Additional Notes

  1. Scroll to 'Notes' and click the arrow to expand the section.
  2. The following sections are available by default to add notes to:
    • Scope of Work
    • Included
    • Excluded
    • Project Notes
  3. Click into a field to add notes as necessary.
  4. The following actions are also available:
Optional: Create a Library of Inclusions and Exclusions
To save time on future estimates, you can create a library of Inclusions and Exclusions to choose from. See the steps below.
  1. Click Browse Library.
  2. Click New Inclusions or New Exclusions.
  3. Enter a name and content.
  4. Click Confirm.
    Note: When you add notes in the Additional Notes section, click Browse Library to select the inclusions or exclusions that you want to add to the estimate.
  5. Optional: To make inclusions or exclusions standard on projects"
    1. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
    2. Next to 'Include in Projects by Default', click the toggle to the ON icon-toggle-on-esticom.png position.

Optional: Export a Bill of Materials

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  2. Hover over Export Bill of Materials.
  3. Select one of the the following options for your export:
    • Export Bill of Materials as Flat List to Excel
    • Export Bill of Materials as List Grouped by Plan to Excel

Confirm Summary items

  1. Review Labor and Profit amounts as needed.
    Note: The 'Global Labor Cost' amount applies to the rest of the estimate. However, you can still make individual adjustments to items if needed.
  2. Adjust amounts in the Overhead, Discount, Taxes, and Others sections if applicable.

Generate the Bid

  1. After thoroughly reviewing the bid estimate, click Show Bid Sheet.
    A preview of the bid will be generated. This is where you can add or exclude values by selecting the preferred options. 
  2. Under Bid Detail Settings, configure your preferences for the bid.
    Note: Click a toggle ON icon-blue-toggle-on-esticom.png  to apply a setting to a bid, or OFF icon-toggle-off-esticom.png to remove it.
  3. When you are ready to export the bid, click Export Bid.
    A PDF of the bid will be downloaded to your computer.