New Estimate

Calculate pricing for a new job

Contact

Contact can be attached later from the estimate detail page.

Estimate Name

Shown at the top of the proposal and in the estimates list.

Job Site Address

If different from the customer's address. Transferred to the job card when won.

Zones

Break the job into named areas (e.g. Front, Back, Pool). Overhead & travel apply to the first zone only.

Total: 200 ft ยท 2 jumps

Shared Settings

Applied to the whole job, not per-zone.

Added to total price โ€” no markup. Not shown on proposal.

Product Options

Custom name shown on the proposal instead of the tier name.

No colors configured. Add them in Settings โ†’ Colors & Track Profiles.

No profiles configured. Add them in Settings โ†’ Colors & Track Profiles.

Warranty
Add-Ons & Line Items
Job Photos

Click to upload job site photos or PDFs

Main House Photo & Lighting Previews

Upload a front-of-house photo with blue lines drawn on the roofline areas being bid, then generate AI previews of the house lit up for different occasions.

Click to upload the front-of-house photo with blue roofline lines

Halo
Selected

Configure pricing to enable

Halo Lite

Includes Pre-Wire Phase

Adds a separate pre-wire job card and pricing to this estimate

Manual Price Override

Enter a custom price to use instead of the auto-calculated total. Materials list still transfers to the job.

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