Pro Team "Admin" members have access to Estimating and Proposals within Opportunities. Pro Team "Members" don't have access to the Opportunities section of BuildBook, which is where Estimates are created. Learn more about roles and permissions in your Pro Team.

Yes! When you open an Opportunity, just click the Estimate tab

Cost Codes allow you to divide costs into particular categories assigned to specific divisions. That way, you can see exactly how much particular jobs or tasks cost and how that compares to what was budgeted or predicted. Read more on using Cost Codes.

Think of the Price Book as a template system. You can create a set of items from your Cost Codes that you can import into any estimate or project financials. This speeds up the time to create a full estimate considerably! Read more on the Price Book.

The default set of cost codes are based on 16 Divisions, the most widely used standard for organizing specifications and other written information for commercial and institutional building projects in the U.S. and Canada, as defined by Construction Specifications Institute (CSI)'s MasterFormat.

Tags allow you to group items to make it even easier to add them to an Estimate. An example tag would be something like Bathroom Remodel. You can tag the 15 most common library items used in a bathroom remodel.

You can send proposals via email, as a link, or as a PDF.

Yes, when approving the proposal (inclusive of the contract and estimate), they can use a type-in signature, or draw their own.

Yes, you can set defaults for items that will appear in your Proposal including a Cover Image, a team section with "About Us" and team members, a Scope of Work, and your Contract. This can be accessed in the Cover Image & Team Info section during Estimate creation. These settings apply to all new Estimates created.

Labor

Materials

Flat Fee

Selections

No Management Fee

Cost Plus Percentage

Fixed Fee