Itemized estimate
- Each line
- Quantity times unit price
- Grouped work
- Trade and category subtotals
- Next step
- Review prices and send the proposal
Estimating
Build an itemized estimate, review the quantities and prices, then send a proposal your client can accept by item and sign with a typed name.
Plug and playManual estimates: Sign in and it works. Enter quantities and prices in the project Quotes tool.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
Build the estimate from your own prices, plans and field measurements.
Add job details. Choose a template or enter dimensions, prices, plans, photos, and measurements.
Build the proposal. Use template prices and reviewed takeoff quantities in the proposal.
Check and send. Check quantities, price, scope, and recipient before sharing the proposal.
Keep the signed proposal handy. Keep the signed proposal, selections, estimate, and budget history with the project.
Choose a starting point that fits the job. Review the work and quantities before you price it.
Start from saved work
Choose a template, enter the job size, and review the scaled lines.
Build from site measurements
Add areas, measurements, photos, and work details, then review the quantities.
Build from a floor plan
Upload plans and review the estimate draft before using it.
Describe the work
Describe the job and review the itemized draft before sending.
Choose how to price each estimate, then check the finish level.
Keeps the saved line-item prices.
Matches saved prices where it can; review any unmatched lines.
Your rate and area set the total, then the lines share it.
Review and adjust the suggested price for each line.
Enter your own rate and area to see the math. The estimate distributes that exact total across its itemized lines.
Changes cabinets, countertops, appliances, interior finishes and exterior finishes. Structure, rough-ins, labor-only systems and permits keep their pricing.
With a $/sf price, the total stays exact; finish level changes its distribution. Finish multipliers can be tuned per company.
Company units and costs feed future quotes, templates, budgets and takeoffs.
Reuse your saved prices. Templates, estimates, budgets, and takeoffs use your cost codes.
Scale a template to the job. Enter the actual size and review the scaled lines.
Keep measurements with the estimate. Review them beside the work before sending.
See every line calculation. Each line shows its quantity, unit price, client description, and team notes.
Improve a template with HHM Intelligence. Review the completed estimate and keep your changes.
The proposal groups itemized lines by category. Status tells the client what needs a decision.
Willow Creek Residence – Primary bath
Pricing can come from company cost codes, a saved template, your $/sf rate or a reviewed market rate. This proposal uses Cedar Ridge’s cost codes.
Remove the existing fixtures and finishes; protect adjacent rooms.
IncludedProvide a 10-yard container and haul away the demolition debris.
IncludedReplace damaged subfloor areas with plywood ready for finish work.
IncludedAdd fixture backing and frame the shower curb.
IncludedFrame the shower niche and bath partition.
IncludedSupply and fit the shower control valve and finish trim.
IncludedSupply and install the two selected faucets.
IncludedSet the toilet and connect it to the plumbing connections.
IncludedComplete bath supply, drain and fixture connections.
IncludedSupply and install four recessed LED fixtures.
IncludedSupply and install bath ventilation.
IncludedInstall the protected outlets and switches in the bath work.
IncludedComplete wiring and fixture connections for the bath.
IncludedInstall cement-board backing at the shower walls.
IncludedApply the shower waterproofing system before tile installation.
IncludedHang and finish the surrounding drywall surfaces.
IncludedSupply and install the selected bath floor tile.
IncludedSupply and install the selected shower wall tile.
IncludedFinish the niche and tile transitions with trim.
IncludedPrepare and paint the bath walls and ceiling.
IncludedSupply and fit the frameless enclosure to the finished shower.
IncludedAllowances adjust to the actual selections through an agreed change order.
Due at signing
10% of Project TotalPlumbing and electrical rough-in inspections passed
30% of Project TotalTile installed and finish work reviewed
30% of Project TotalFinal walkthrough and agreed punch items complete
30% of Project TotalTotal payments$26,209.17
$932.40 is reserved for concealed conditions and necessary work adjustments. Cedar Ridge manages the reserve with client approval for its use; the unused portion is credited at closeout.
The Willow Creek primary-bath proposal shows Includes Contingency, Valid Until and Finish Level.
Set payment milestones. Use a percentage or dollar amount and explain when each payment is due.
Review the terms with the proposal. Send only when the work and terms are ready.
Explain the contingency. State its purpose, control, and what happens to unused money.
Keep costs private. Clients see agreed line prices while your team sees the cost breakdown.
Collect the client’s decision. They choose items and sign with their full name.
Start the job budget. An accepted estimate carries agreed work into budget lines and the first invoice.
Explore budgets and invoicesCreate a takeoff from a description or floor plan, then review and edit its quantities. The takeoff creates or updates an estimate and adds items to the budget.
Use reviewed quantities in Quotes, Budget and ordering.
Each task includes order-timing guidance per trade.
Move takeoff lines into an estimate. Choose an existing estimate or create a new draft.
Review before sending. Check the work, quantities, and prices.
Add takeoff items to the budget. Signed additions can be proposed as change orders.
Link each material to the scheduled task that needs it. The order date follows that task's start date, less supplier lead time and your buffer in calendar days.
If the linked scheduled task changes, the dates move. Your plan sets the order-by dates; you send the orders when you are ready.
See schedule-led orderingUpload a supplier price file, link material items to your cost codes once, and new estimates use the latest saved material cost. Each quote line shows its price source and update date, while sent and existing quotes keep the price saved with that quote.
Match the columns, review the price rows and save a file from your supplier. Re-upload the same item numbers when prices change to keep a dated price history.
Link a supplier item to the matching cost code. Enter the supplier units needed for one cost-code unit when coverage differs, then review labor and markup before you send the estimate.
Choose the percentage that needs attention. PM records an alert when a supplier cost moves past that amount, so your team can review the change before the next quote.
Willow Creek bath remodel
Heated floor mat: 96 SF × $14.00 = $1,344.00
Electrician: 3 HR × $85.00 = $255.00
Change: +$1,599.00 before overhead and profitThe change order records the agreed installation sequence and schedule effect.
Signed prices stay fixed; clients sign changes before the budget updates.
Read sheets into a takeoff draft.
Suggest lines for your review.
Review gaps and inconsistencies before approval.
Yes. Enter a price per square foot multiplies your rate by square footage and scales itemized lines to that exact total.
Your plan sets order-by dates from the linked schedule step, supplier lead time and buffer. You approve and place every order when you are ready.
Yes, an item or whole category.
Choose a template, field measurements and photos, a floor plan or a short description. Start blank is also available in Create estimate.
Typed-name signatures are recorded with the proposal; check contract requirements with your attorney.