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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Calculator setup example: define reusable rules before measuring and pricing a customer project.

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.

Quote scope and price breakdown: retain the custom work, quantity, unit price and notes in an office quote option. This is manual quote authoring; the dedicated measured-component estimator is outside this example.

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.

Office example: organize project alternatives into a quote packet.

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.