Complete Job Package · customer quotes
Build a customer estimate or quote.
Calculate and review free. Branded customer exports use the existing $9 Complete Job Package, with 90-day access for this project. Costs, pricing assumptions and project notes stay out of the customer document.
1. Business and customer
2. Included scope and line items
Enter each line as either your cost or a customer selling price, using the pricing mode in step 3. Amounts from calculators import as costs. Check quantities, units and scope; example calculator prices are not market rates.
Use calculator costs from this project
Only deliberately selected, confirmed costs import. Refresh replaces imported lines, preserving manual lines. Taxability defaults to unchecked; review every imported line.
3. Customer pricing
Markup and margin differ. Overhead is allocated across lines in proportion to their entered amounts. Avoid counting overhead twice.
Select taxable lines in step 2. Tax uses those lines after their share of discount. Supply the correct rate and taxability for this job; no tax jurisdiction is inferred.
4. Exclusions and customer terms
An estimate is not a guaranteed final charge. This tool does not provide legal wording, e-signatures or contract review. Describe the actual scope, expiry and payment terms before sharing.
5. Review and customer document
Customer document
Save your work
Save explicitly before leaving. Editable files include internal costs and are for your own records. Purchase recovery restores access, not unsaved customer or pricing data.