Project estimating & measured scope

Give complex work a clear basis for the price.

Turn property measurements, materials, labor assumptions and configured rates into a structured project estimate. Present a customer decision the office can follow through to the work.

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A project estimate starts with the recorded extent of the workE-901 at 88 Meadow Way compares a 216 square foot bed, eighteen by twelve feet, with an extended 360 square foot scope, twenty by eighteen feet. The nested plan shares a corner and uses twelve drawing units per foot. The additional area is 144 square feet. Both alternatives use a three inch application depth. The estimate retains material requirements and labor assumptions; these boundaries are project scope, not legal property lines.E-901 / 88 MEADOW WAYDefine exactly where the work ends.Bed preparation + mulch placementAssessed bed216 sq ft18 × 12 ft+144 sq ftAdditional scope in option B20 ft extended width18 ft extended depthSCOPE A216 sq ft2 yd³ · 4 labor hoursSCOPE B360 sq ft3⅓ yd³ · 6 labor hoursSame 3 in depth. Different quantities and labor.Illustrative estimating assumptions · measured project extents, not property lines
Your estimating method

Make the knowledge behind an estimate reusable.

Calculator Builder, Rate Matrices and Material Supplies give complex manual quotes a shared foundation. Configure the method once, then apply the relevant components and measurements to each customer's scope.

Calculator Builder

Build reusable estimator templates and organize the components in a project calculation. Define how measurements, materials, labor, rates and price logic work together in landscape and complex manual-quote workflows.

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Rate Matrices

Maintain reusable cost or price rules that vary by the dimensions your business configures. Rates stay separate from individual quotes, giving estimators a common pricing foundation to draw on.

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Material Supplies

Search, browse, create and update the material records used by project estimating. Define relevant units and costs, then reuse those definitions across structured estimate components.

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From the property to the proposal

Build up the work the customer is actually buying.

Start a manual quote with an existing or new customer and property. Add services and custom work, attach measurement information, and retain the notes that explain the scope.

The project component retains quantities, rates and its proposed priceOption A of illustrative E-901 at 88 Meadow Way covers 216 square feet of bed preparation and mulch placement at three inches depth. Fifty-four cubic feet equals two cubic yards. Material at 45 dollars per cubic yard costs 90 dollars; four labor hours at 35 dollars cost 140 dollars. These modeled costs total 230 dollars, while the proposed customer price is 300 dollars. Other operating costs are not modeled and the difference is not described as profit.E-901 / OPTION A / ESTIMATOR REVIEWBed preparation + mulchMEASURED COMPONENT18 × 12 ft · 216 sq ft · 3 in depth01Material requirement216 × 0.25 ft = 54 ft³ = 2 yd³2 yd³ × $45 / yd³$9002Labor assumption4 hours for the assessed component4 hours × $35 / hour$140Modeled material + labor$230Proposed customer price$300Illustrative CAD assumptions · other operating costs are not modeled
Define the components
Break a complex estimate into the work being priced. The landscape estimator supports project components with property measurements, material requirements and labor requirements.
Apply the configured calculation
Use the business's templates, rate logic and material data to review estimated costs and selling price. The configured assumptions provide the basis for the calculation.
Explain the result
Build line-item and price breakdowns, preserve scope notes and carry the estimate into the customer-facing quote. Keep the reasoning available when the customer or office needs clarification.

Reusable templates also support complex manual-quote workflows. The landscape estimator is the dedicated project-component estimating workflow; the templates and rates you configure determine how your business uses it.

Options and presentation

Let the customer compare meaningful choices.

Build multiple options and organize them into a professional quote packet. Each option can carry its own services, custom work, scope and pricing breakdown, giving the customer a clear acceptance or decline decision.

The accepted repair keeps its measured extent separate from replacementQ341 for 72 Oak Lane compares a twenty-four foot repair covering the middle section from eight to thirty-two feet of a forty-foot front gutter with full forty-foot replacement. Option A costs 180 dollars and was accepted September 8 at 14:10. Option B costs 320 dollars and has no response. The office follows up to arrange the work; acceptance is not payment or scheduling.Q341 / 72 OAK LANEKeep the chosen work precise.A / Repair the assessed 24 ft$1800 ft8 ft32 ft40 ftAcceptedB / Replace the full 40 ft$320No responseBoth alternatives refer to the same front gutter.Option A accepted · September 8, 14:10Illustrative CAD quote · office follows up to arrange the work

Present the scope confidently

Set quote timing and expiration, preview the customer-facing result, generate a PDF and send the quote. Review the customer's response in the connected quote workflow.

Keep alternatives relevant to the job

An outdoor project might compare surface and planting components. A property-improvement quote might separate the initial repair from additional work. A complex service proposal can explain different levels of scope without losing the original customer and property context.

Keep the decision attached

The chosen option records what the customer accepted. Staff can return to the measurements, notes and pricing context when arranging fulfillment.

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After acceptance

The office turns the agreed scope into scheduled work.

Customer acceptance records the decision. The office follows up to arrange the applicable order, scheduling and invoice workflow.

Arrange delivery

Use appointment administration to set the date and time, assign staff and manage the relevant visit. Keep the customer, property and agreed service context available as the work moves into operations.

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Continue the financial record

Carry the applicable work into order and invoice administration. Review recorded service, input and route financials through Financial Tracking as the operation creates that evidence.

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Built around your business knowledge

Sell the project with a method your team can explain.

Maintain the templates, material definitions, labor assumptions and rate matrices behind your estimates. Give the customer clear options and give the office the chosen scope to work from.

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