Customers & projects
Every bid you've ever sent, one search away.
Customers hold projects, projects hold estimates and change orders. Type three letters in the search bar and get the customer, the job and the estimate number you need.
Projects keep change orders together
A shopping center might have the parking lot, the drive-thru lane and next year's reseal. Each becomes a project under that customer, with its estimate count and total value at a glance.
- Rename a project and optionally retitle its estimates
- Customer pages show every project and recent estimate
- Combine several estimates for one customer into one bid
Bring your history with you (coming soon)
On the Company plan, you'll be able to import customers and past estimates from QuickBooks. Imported estimates stay read-only as history, and one click turns any of them into a fresh, sendable copy.
- Customer addresses split into street, city, state and ZIP
- Old estimate numbers are kept
- Job names become projects automatically
Try it on your next bid.
14 days free. Your letterhead, your terms, your customers.