Estimates

Ask the agent to help build an estimate from your drawing sheets. Review its quantities, units, assumptions, and pricing before using it for a bid.

1. Open Estimates in the project sidebar and choose an estimate.
2. Review the line items and supporting measurements. Use Estimates → Measurements to browse the project's measurements.
3. Open the estimate's Export menu to download Excel, CSV, or a proposal.

Estimating navigation appears when the feature is enabled for your organization.

Start an estimate

Click New estimate in Estimates, enter a Name and optional Description, then click Create estimate. Use the description to record the scope and pricing basis, such as “Ground-floor concrete; quantities from the issued structural drawings.”

You can also ask the agent to build a starting estimate. Name the work, the drawing package, and any exclusions. Check the result against the source drawings before adding your rates.

Bring in measured quantities

1. Create and check the takeoff in Measurements, including its scale, quantities, and units.
2. Open the estimate's menu and choose Import measurements.
3. Select the measurement rows to include. Rows are grouped by measurement and drawing; Already imported identifies rows already in the estimate.
4. Import the selected rows and review their descriptions, quantities, rates, and totals.

Imported rows stay linked to their source measurements. Follow the Measurement link to edit the source description, classification, rate, or remarks. Change a measured quantity by correcting the measurement on the drawing. Those fields are not editable directly on the linked estimate row.

Price and organize the work

Use manual rows for costs that do not come from a drawing measurement, such as mobilization or a delivery allowance. Add a row, or use a row's menu to Insert row above or Insert row below an existing item.

For manual rows, edit the Description, Qty, UoM, and Rate in the grid. The Total follows quantity times rate. Use Category, CSI Code, Type, and Remarks to organize the work and record assumptions. Select rows and use Edit to make supported changes together.

Check that each rate uses the same unit as its quantity. A square-foot takeoff needs a price per square foot; a lump-sum allowance can use a quantity of 1 with the full allowance as its rate. Avoid pricing the same measured work twice across imported and manual rows.

Export the estimate

Open the estimate's menu and choose Export:

• Excel (.xlsx) for a workbook the team can review or continue pricing.
• CSV (.csv) for moving the line items into another tool.
• Proposal (.pdf) for a PDF version to share.

Review the scope, units, rates, and assumptions before issuing an export. Downloaded files are snapshots; changes to the estimate or its source measurements require a new export.