Estimating & quotes

Measurements, dimensions, worksheets, quotes, quote templates, and the catalog of items quotes are built from.

Measurements

Entering measurements by hand or uploading a report you already haveHow-toYou do not need a provider integration to get measurements onto a project.Order a measurement reportHow-toOrder EagleView, HOVER, GAF QuickMeasure or RoofScope reports from the project, and copy the results into the Dimensions tab.Updated Sep 2, 2026

Worksheets

Adding your own sections to worksheets and quotesConceptYes, this is configurable today and it is not a fixed list.Worksheets and how they differ from quotesConceptA worksheet is the internal costing document on the project's Worksheet tab.

Quotes and proposals

Quotes and ordersConceptA quote is the price you offer; an order is the fulfilment record made from it. Here is how the two relate and where each lives.Updated Sep 2, 2026

Quote templates

Quote templatesHow-toA quote template is a reusable set of material and labor line items that becomes a real, editable quote with one click.Updated Sep 2, 2026

Items and pricing

Items and what quote lines are built fromConceptThe item catalog is the Items screen, with a Create form to add one.Where the overhead percentage is setConceptThere are two separate overhead settings, and which one you want depends on whether you are pricing a quote or measuring job profitability.

Supplements

SupplementsConceptA supplement tracks extra insurance-claim items you are asking the carrier to approve, from the request through the adjuster's decision.Updated Sep 2, 2026