Create and review an estimate

Each Asset can have a working estimate. The estimate is where you turn files, scope, quantities, rates, and assumptions into pricing.

This is the main decision area of the workflow. The estimate should be strong enough that the quote output becomes a packaging step, not a rescue step.

Create an estimate

1. Open the Asset.
2. Start or open the estimate.
3. Add line items manually, from setup records, or from templates.
4. Check quantity, unit, rate, classification, and notes.

Common ways to build the estimate

• Start from your own reusable setup data.
• Start from a template for repeatable work.
• Build manually when the package is unusual.
• Use AI drafting as a first pass, then review it line by line.

Review the estimate

Before using an estimate in a quote, check:

• every required scope item is included
• rates are current
• quantities are sensible
• units match the way you price the work
• classifications and cost codes are correct
• totals match your expectations

Good review questions

• What did we price?
• What did we not price?
• Are bought-out items using the right supplier context?
• Do units and rates match how this work is actually sold?
• If another estimator opened this tomorrow, would the logic still be clear?

Expected result

The Asset has a reviewed estimate that can feed the quote.

Next: Use AI drafting or Prepare a quote.