Sales & Estimating
Carry the opportunity from first enquiry to a proposal your team can review.
What the workspace brings together
Lead and client files
Keep prospects separate from won clients, with search, pipeline stages and contact history.
Estimate Studio
Build estimates from area, project type, material selection and Good / Better / Best options. Review calculated quantities, waste allowances, labour, site costs, markup, contingency and tax.
Property measurement
Use the property workspace to outline areas, review perimeter and square footage, and save measurements against a client file. Confirm measurements on site before ordering.
Proposals and vendor orders
Move the reviewed takeoff toward a client proposal or supplier order. Keep commercial approval with the people responsible.
Follow-up and contracts
Connect qualification, booking, estimate follow-up, contracts and change-order preparation within your scoped implementation.
A connected working day
A driveway enquiry becomes a client file. Measured areas inform an estimate; selected materials and site costs produce a reviewed proposal. Follow-up continues from the same opportunity.
Configured for your operation
Your price lists, units, margin rules, taxes, proposal templates and approval thresholds are configured during implementation. Mapping, communications and signature services depend on the selected integrations.
What we measure
Estimate preparation time, follow-up coverage and enquiry-to-proposal conversion.
Choose the outcome.
We map the implementation.
Review scope, integrations, testing and investment before committing to a build.