A bid that looks like a business
Your logo, your terms, the level of detail you choose to show, printed or saved as a PDF from the browser. Planned Sending it for signature, and being told when it is signed.
Features
Features
From a PDF you were emailed to money in the bank.
Eight things that have to happen on every residential job. Six of them are in the build today, in one place and off one set of numbers, so nothing gets retyped and nothing drifts. The two marked planned are not.
01 — Takeoff
Measure without printing anything
Drop in the PDF, set the scale from one dimension you can read off the sheet, and start clicking. Areas, lengths, counts and volumes accumulate into named measurements you can rename, recolor and reuse. Every number stays linked to the region of the drawing it came from, so when the architect issues a revision you re-measure the part that changed instead of starting over.
- ›Multi-page sets with per-sheet scales
- ›Per-sheet scales, so a detail sheet and a plan can differ
- ›Measurements export to CSV for the ones who still want a spreadsheet
Measurement list
| Ext. wall — 2x6 | 164 lf |
| Slab | 1,284 sf |
| Roof — arch. shingle | 1,910 sf |
| Windows | 14 ea |
| Interior doors | 11 ea |
02 — Estimating
Assemblies do the arithmetic
A linear foot of exterior wall isn't one item, it's studs, plate, sheathing, wrap, insulation, fasteners and the hours to stand it. Build that recipe once and every future job that has exterior wall gets it right. Change a markup rate and the whole estimate recalculates, including the jobs you haven't sent yet.
- ›Markup by trade, by cost type or across the job
- ›Labor rates per crew
- ›Markup inherited down the tree, overridden at any level
Assembly — ext. wall 2x6 @ 16" oc
| Studs 2x6 SPF | 0.81 ea/lf |
| Sheathing 7/16 OSB | 9.0 sf/lf |
| House wrap | 9.4 sf/lf |
| Framing labor | 0.28 hr/lf |
| Assembly rate | $38.40/lf |
And the rest of it
The parts nobody demos, that eat your evenings
03 — Quoting
04 — Purchasing
Orders straight from the estimate
Turn the material side of a priced job into POs per supplier. What's ordered, what's delivered and what's still owed stays attached to the job.
05 — Scheduling · Pro
A programme the crew will read
Build it from the trades already in your estimate, then adjust. Tasks chain to each other, weekends are skipped, and anything overdue and unfinished is outlined in red.
06 — Costs
Budget against actual, weekly
Invoices, timesheets and variations land against estimate categories. Tell it how far along each trade is and it forecasts the final cost — so margin erosion shows up while there is still time to do something about it.
07 — Invoicing
Progress claims without the maths
Claim by percentage of each category, cumulative to date, so a claim bills the difference from the last one rather than the same work twice. Retention held back and totalled. Exports as CSV for your accounting file.
08 — Variations
Changes that get paid for
Price the change and record the approval before the work happens, against the budget and the contract. The most common reason a good job loses money.
Try it on a job you've already bid.
Best test there is — run a past job through it and see how close the numbers land.
How it fits together
Six screens, one set of numbers
Nothing is retyped between any two of these. That is the whole idea.
One set of numbers the whole way along. A quantity measured in step 02 is the same quantity invoiced in step 05 — nothing is retyped between any two boxes.