Reporting
Every report comes straight from the estimate and the database: no retyping, no mismatched numbers, ready to send the moment the estimate is.
Cover with your scope of work, price summary, allowances, payment schedule, your terms, and signature lines.
Every included item’s spec, organized in your database order, with room labels, product pictures and a table of contents.
What the customer needs to choose, grouped by when each decision is due.
Each option with its price and accept or decline boxes.
Good, Better and Best side by side with prices for this job, and what’s included in the price.
A timeline built from the job’s cost codes, with material order dates.
Every report exports to a Word file you can edit, print or turn into a PDF.
Product and selection pictures print at a consistent size, with your own picture disclaimer underneath.
Your business name, logo and contact details on every cover.
A customer-facing catalog of your work.
Customers and salespeople browse your items, assemblies and packages with pictures, descriptions and prices.
Add entries to a cart to start a conversation or an estimate.
Cost Book prices use their own margin, set globally or per entry.
Join the beta and produce your first proposal from a real estimate.
Join the beta