Install Quotes · Installation estimating

Install quotes

Build an installation estimate, price it, then send the proposal.

Status
History
Recent activity
Install Quotes · Builder

Quote builder

Fill in the job, add materials, labor and subs, then preview the cost sheet or generate the proposal.

Quote Information
✓ Filled from Sage — double-check and edit anything that's wrong
Materials

No materials yet — click ＋ Add Material

Labor

No labor yet — click ＋ Add Day

Sub-Contractors

No sub-contractors yet — click ＋ Add Sub

Description of Work
Use a template
or type freely below
Exclusions ·
Custom exclusions

One per line. New items will be added to your admin list automatically.

Notes
No notes yet — click ＋ Add Note to add a numbered note to the proposal.
Internal Notes
Attachments
PDF, Excel, Word, or image · 50 MB max per file
Materials
Material Cost$0.00
Mark-Up Factor0.65
Material Sell$0.00
Profit$0.00
Labor
Labor Cost$0.00
Mark-Up Factor0.65
Labor Sell$0.00
Profit$0.00
Sub-contractors
Sub Cost$0.00
Mark-Up Factor0.65
Sub Sell$0.00
Profit$0.00
Grand Total
$0.00
Tax Rate: % · Tax: $0.00
Material Sell: $0.00
Labor Sell: $0.00
Sub Sell: $0.00
Tax: $0.00
Install Quotes · History

Quote history

Every saved quote. Pick one to see its figures, change its status, or open it in the builder.

Saved Quotes

No saved quotes yet.

Select a quote to preview

Pick any quote in the list

Install Quotes · Admin

Default settings

Rates, mark-ups, exclusions and description templates every new quote starts from. Changes save automatically.

Default Settings
Labor
Materials
Sub-contractors
Proposal exclusions

These exclusions appear as checkboxes when generating a client proposal. Reorder by deleting and re-adding. Changes save automatically.

Description templates

Build guided templates for the Description of Work field. Wrap fill-in blanks in [square brackets] — e.g. "Install [Equipment Type] at [Location]." Users select a template, fill in the fields, and click Insert.

Wrap any fill-in blank in [square brackets]. Each unique bracket name becomes a labeled input field when the template is used. Example: "Install [Equipment Type] at [Location] per [Specification]."

Changes save automatically. Mark-up factors and OT threshold update immediately on the current open quote. The default Cost / Hr pre-fills new labor rows.