Guides / Estimates

Draft the estimate

One press turns the measurements on the spec into three priced finish families. The arithmetic is your own rungs, and no part of it is guessed.

What you need first

  • Your rates in, so the engine will price
  • A project with its measurements saved on the Specs tab

By the end of this guide the job has an estimate in review, priced from your own rates, that nobody outside your shop can see. It takes one press and a few seconds.

Open the Documents tab

Five cards down it: Estimate, Design agreement, Proposal, Pre-install pack and Care manual. The ones not started carry a quiet To do.

Press Draft the estimate

The card says what it will do: Built from your rates and the current measurements. You read it here before anyone else does.

The Estimate card on a project's Documents tab, marked To do, with the Draft the estimate button
  1. 1To do until there is a draft
  2. 2Draft the estimate. You stay on the job

Read what came back

You stay where you are. The card turns to In review and the whole review opens inside it: three finish families side by side, each with its own range.

Under the ranges, Built from lists what the figure was made of: the project record, the issue date, and how the measurements arrived, such as Client measured and the total feet. At the foot, Not yet visible to the client.

Know what the two ends of a range are

The low and high of a family are the cheapest and priciest rung you priced inside that family, taken straight off your Ballpark estimate card. There is no percentage spread and no padding. A family whose rungs share a rate correctly collapses to one figure.

That is why the card is worth trusting: it is two of your own numbers, not a figure derived from them.

Reject the whole thing, or move on

Discard clears the draft, under the line Discarding clears this draft. Fix the source data, then draft it again. That is the way to change a figure: correct the measurements or the rates it came from and draft again.

There is no box anywhere on the card to type a different number into. The engine exists to take the second-guessing out of a figure you can already produce in five minutes, and an editable total would put it back.

If it refuses

An engine missing a rate says which one rather than guessing. Settings, Pricing, the Setup status card names every refusal in order and links to the card that answers it. See Enter your rates.

What happens next

Decide what this client sees: Choose the finishes the client sees.