# Estimates Built to Win.

Estimate templates tuned to the work you actually sell, with materials, labor, and margin baked into a price book you control. Customer accepts online, deposit charged, job created. One thread from a knock on the door to scheduled work.

**Templates** for your service mix · **Online** accept & signature · **Auto** deposit at acceptance

## Pick the Service. The Form Already Knows the Math.

Each template is tuned to the work you actually run. The right line items, the right quantities, the right labor categories, and the optional add-ons your customers pick. Less retyping, fewer math mistakes, faster quotes.

- Templates for residential and commercial scopes
- Materials, labor, and tax handled per line
- Optional add-ons the customer can toggle
- Custom fields for the details that matter on your work
- Per-customer pricing for repeat accounts
- Hot lists for the line items you sell every week

###### EST-1042 · Phase 1 Install Sent  
Materials · primary scope $8,420  
Add-on package $1,180  
Labor · 3 day install $3,900  
Total $13,500

## Margin Baked in. Not Bolted On.

Materials, labor, and tax come from a price book you control. Update a cost once and every estimate that uses it stays correct. Margins stop being a guess and start being a number you can defend.

- Cost, markup, and tax per item
- Crew-based labor rates with overtime rules
- Bulk update when supplier prices change
- Per-customer pricing for repeat accounts
- Hot lists for top items per service

###### Price Book Live  
Item A · primary stock $3.40 · 32%  
Concrete 60lb $6.10 · 28%  
Crew labor · install $84/hr  
Tax · auto by zip 8.25%

## Sent. Signed. Scheduled.

Customer opens a branded PDF or web link, picks add-ons, signs from a phone, and pays the deposit. The accepted estimate becomes a scheduled job with materials carried across, the same minute.

- Branded PDF or shareable link
- Online signature with timestamped audit trail
- Deposit collection at acceptance
- Optional add-ons the customer can toggle
- Convert to job: pullsheet, schedule, and crew populated
- Financing options surfaced where you offer them

###### EST-1042 Sent  
Opened by customer 2:14p  
Signed online 2:31p  
Deposit collected $1,350  
Converted to job JOB-882

## Sales & Bidding, Answered.

Can we have different price books for different customers?  
Yes. Customer level price overrides apply automatically when you build an estimate for them. The default price book stays the source of truth, and overrides keep your repeat accounts honest.

Do estimates support deposits and progress billing?  
Yes. Take a deposit at acceptance, then bill progress milestones as the job moves. Each milestone tracks back to the original estimate so the math stays clean.

Can the customer change quantities or pick options?  
Yes. Mark line items as optional or quantity adjustable. The customer toggles or adjusts on their accept page and the totals update live.

Do you support commercial bids and RFPs?  
Yes. Custom and commercial templates handle line-item RFPs, prevailing wage labor, and bond-required projects. Bids attach the schedule, scope, and exclusion documents to the jacket.

What about taxes across regions?  
Tax rates apply by zip and by category. You set the rules once and the platform handles the math on every estimate.

## See It Quote Your Real Work.

Bring a real bid you sent last week. We will show you how Workflow Prodigy quotes the same scope in less time.