Estimating & quotes
Measurements, dimensions, worksheets, quotes, quote templates, and the catalog of items quotes are built from.
See how this fits the platform on the Estimating page.
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
Quotes and proposals
Quote templates
Items and pricing
Catalog coverage review: teaching autofill what your items coverHow-toQuote autofill works by knowing how much of a roof ONE unit of each catalog item covers: a ridge cap bundle that covers 25 feet, a roll of underlayment that covers 10 squares.Labor rates: what your company charges to do the workHow-toAn estimate prices labor from a rate card you fill in: what your company charges to do each kind of work, per square, per linear foot, or each.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.