What your team captures
Reviewed quantities, labor rates, materials and pricing sources.
crewTendBuild a four-sector bid from plans, public links and your pricebook. Review takeoffs, sources and phased values, then export Excel, Word or PDF.
Connected service setupGuest editing, private storage and file exports are available. AI plan analysis and Google Docs export require provider connections.

Click each step to see the information your team brings in, the review they make and the record they keep.
A scope or plan ready for a first estimate
Inspect the proposed line items and edit assumptions before approval
A reviewed estimate draft with editable quantities and prices
Reviewed quantities, labor rates, materials and pricing sources.
Inspect the proposed line items and edit assumptions before approval.
A reviewed estimate draft with editable quantities and prices.
Start with a scope or plan ready for a first estimate. Inspect the proposed line items and edit assumptions before approval. The result is a reviewed estimate draft with editable quantities and prices.
Guest editing, private storage and file exports are available. AI plan analysis and Google Docs export require provider connections.
Product readiness Ask about setupOffice and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessAsk about company records, dictate an update and review a draft.
Explore the workflowAnswer after a configured ring delay and capture or book eligible work.
Explore the workflowUse company job types and availability to collect the right request.
Explore the workflow