New Proposal
Start a new job estimate
Job setup
Job type
Build estimate
Terms
Proposal layout
Review & propose
Job details
Basic info for this estimate. You can change any of it later.
What kind of job is this?
Pick one from each row. This sets your markup target (over cost) for the territory.
Division — which service area runs this job
Territory
Sector
Job type
Client
Price delivery
Labor
—
Make your selections
Build the estimate
Enter material quantities and labor for each line. Switch any labor line between man-days (MD) and square-foot (SF) pricing.
Item / description
Qty
Unit
Unit $
Materials $
Man-days
Labor $
Mkup %
Line total
Estimate total$0
$/SQFT$0
Markup target—
Actual markup—
—
Terms & conditions
Check the terms that apply to this proposal. Standard ones are pre-checked. You can edit any wording, add your own, and save new ones to the shared library for next time.
Proposal layout
Roll up the detailed estimate into the scope lines the client actually sees. Each group gets a custom label and auto-sums the estimate lines you put in it — override the price if you want a round number. Start from the suggested groups or build your own.
Proposal total (from scope lines)
$0
Review & generate proposal
Your quoted estimate. Generate a branded proposal PDF — each one is versioned and saved to this project's log.
Total materials$0
Total labor$0
Total cost (pre-markup)$0
Markup (35%)$0
Quoted total$0
Generate proposal
Add an optional label for this version (e.g. "revised after walkthrough"). Each proposal is auto-numbered v1, v2, v3… and logged — nothing is overwritten.