The All-In-One Solution For
Estimating, Bidding, and Invoicing

Projects

Easily track your projects. Find all your bids, estimates, invoices, files and photos in one convenient location.

Estimates

Create your first professional estimate in minutes. Email instantly or print and send. Save estimates as templates for generating them even faster next time. Estimates usually contain non-binding language but an estimate can be easily converted to a binding bid or invoice in just a few clicks.

Bids

Create your first professional bid in minutes. Email instantly or print and send. Save bids as templates for generating them even faster next time. Easily convert a bid into an invoice in just a few clicks.

Invoices

Create your first professional invoice in minutes or one-click your estimate/bid into an instant invoice… easily update or modify, if necessary. Email instantly or print and send. Set and send auto email reminders to your customers to keep the payments coming in. Record full and partial payments.

Cost Item Database

Maintain a complete price database of your provided items and services. Track purchase costs, enter your desired markups and maintain accurate profit margins. Easily retrieve pricing and descriptions from your database to generate quick and accurate proposals, estimates and invoices.

Files & Photos

Conveniently keep and maintain all your files and photos well organized for easy retrieval. Print or attach files and photos to your emails for your projects, estimates/bids, and invoices as needed.

Directories

Keep your customers, suppliers, subcontractors, employees and other groups well organized and easily accessible for fast and reliable communications, bid requests, invoicing, etc.

Exporting Data

Download transactions, directories, cost items, payments, etc. to PDF or CVS files for easy upload to your accounting software or other business systems, as needed.

Defaults & Settings Hub

The Defaults & Settings Hub is great for setting up your business in a sequential format all conveniently located in one location. Input company info, upload logos, select your industry, set defaults and preferences for estimates and invoices, etc. Going through the Defaults & Settings Hub is not necessary to create your first project, estimate or invoice but is recommended to help save time for frequently repeated tasks.

Templates

Estimate Plus templates is your best friend when it comes to productivity and time savings. Never start a project, invoice or bid from scratch again. Do you find yourself creating similar invoices over and over again? Save it as a template and use it next time and your invoice may be mostly done before you even start. Just change the few items or prices unique to the new job and, PRESTO! You’re done. Next please!

Taxes

Input your state and/or local sales tax rates here to accurately and automatically calculate sales and/or services taxes when generating your invoices. Sales taxes may be manually input directly onto your estimates or invoices when creating them and saved to your tax rate database.

Training

Estimate Plus is easy to use but if you get stumped or need to find how to do something, check our training modules to quickly find out how.

Construction Proposals *

Create a professional home building or construction proposal quickly and efficiently for your clients.

House Plans *

Store pricing for your house plans to allow for instantly updated pricing as clients select specific options.

Communities *

Stores community and house plan specifications to ensure that all selected options are permissible for that community.

House Plan Template *

Allows for proposals to be stored as templates for greater efficiency in production building.