New estimate

Pick the customer, lay out the rooms and line items, set the finishes, then save it as a draft or send it to the customer.

Templates

Start from a scope you quote often. A template saves the project type, rooms, line items, finishes, and whole-house setup. It never includes the customer, notes, or totals.

1Customer

Not in the list?

Name

Phone

Zip

Address

2Project type and items 0 items

Project type

Changes the available item types for new rooms.

Whole-house interior estimate

Prices walls, trim, and doors throughout by total home square footage.

Total home sqft

Whole-house

$0.00

Excludes: staining, accent walls, crown molding, custom shelving, cabinets, ceilings.

Add anything outside the whole-house scope as line items below.

3Finishes and adjustments

Coats

One coat

Touch-up, similar color

Two coats +20%

Color change, full coverage

Prep work

Standard

Clean, tape, drop cloths

Extensive +25%

Patching, sanding, priming

Paint quality

Standard

Contractor-grade

Premium +10%

Higher-end, longer-lasting

4Notes and status

Job status

Set the starting status. You can update it later from the job.

Scheduled date (optional)

Internal notes (not shown to the customer)

Discount (optional)

Applied before tax. Percent runs against the modifier-adjusted subtotal. The title appears on the invoice.