Help CenterCore Features

Creating Estimates

Build detailed estimates with sections, margins, AI-written descriptions, and line items — then send or turn them into a proposal.

Last updated 2026-07-07

New Estimate

Inside a project, go to the Estimates tab and click + New Estimate. Add line items with descriptions, quantities, unit costs, and units of measure — or start from a saved template so common scopes are one click away.

Sections & Margins

Group line items into sections (e.g. "Demolition", "Framing", "Electrical") to keep estimates organized — each shows its own subtotal. Set a margin to price the work off your costs and watch your profit as you build.

AI Descriptions

Stuck on wording? Click the Sparkles icon on a line item to have AI write a clean, professional description from the item name.

Send & View

When your estimate is ready, click Send to email a professional PDF to your client, or open the PDF in a new tab to review it yourself first. Clients can also review and approve it in the client portal. Wrap an estimate into a proposal for a polished, signable package, and use change orders for scope changes after work starts.