Before you begin
Have the customer and job details you know ready. You can begin with incomplete information and clarify the scope in the estimate conversation.
Create the estimate
The estimate workspace turns your scope description into editable sections and line items.
- Open Estimates.
- Create a new estimate.
- Enter the known job and customer details.
- Describe the scope in chat.
- Review the generated sections and line items.
- Select Proposal when the estimate is ready.
Review what BidPilot changed
Check quantities, units, labor, materials, and prices before sharing the estimate. Continue the conversation to correct anything that does not match the job.
Open the proposal
Proposal shows the client-facing version of the estimate. Review its visible scope, terms, and totals before exporting it.