A consistent draft
Arrange supplied work items, quantities and rates in the agreed estimate format.
Turn site notes into an estimate you can check.
The visit is finished, but the estimate still needs writing. We help turn your notes, verified quantities and approved rates into an itemized draft, with missing information left visible for the estimator to resolve.
Discuss this serviceIllustrative example
From site notes to a checked draft
Fictional quantities and rates. This is not a customer quote.
Site-visit notes
Living room walls. Quantity to be confirmed from measurements. Use the approved wall-painting rate. Surface repairs need a separate review.
Draft line item
Living room wallsNeeds a verified quantity. No subtotal is calculated for this item.
The estimator checks quantities, scope, repairs, tax and the final price before sending.
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Where does preparation take the time?
If you're repeatedly typing the same information into quotes, a template or your software's existing tools may help. We'll compare those options with a more tailored process using examples of your actual work.
What we set up
Missing facts called out
Flag unclear measurements, absent prices and scope questions for your decision.
A reviewable source
Keep the relevant notes and approved pricing reference available while the estimator checks the draft.
How the work happens
Choose representative estimates
You supply source notes, checked quantities, pricing rules and finished examples.
Prepare and compare
Test the draft against the source material and your expected result.
Keep approval with you
The estimator resolves omissions and checks scope and price before sending.
Use the pricing you have approved.
Name someone to maintain rates and templates. Agreed updates can replace an approved version and test affected examples. New job types or pricing methods may need additional setup.
Pilot a repeatable kind of estimate.
Setup covers the agreed inputs and format. Software and any ongoing template or rate maintenance are priced separately; your estimator retains pricing judgment.
Include correction time in the comparison.
We'll compare preparation and review time on similar estimates. If checking the draft means doing the estimate again, the process needs to change.
- Preparation plus correction time
- Missing or incorrect items
- Time until a checked quote is ready