Easily create estimates that fit your business
Customizable estimate fields and cost basis categories. Create custom estimate / proposal / bid document for your business.
Highlights* A database of your customers, subcontractors, estimates, parts / materials, labor tasks / rates, bids, taxes, and markup percentages. * Allows you to define parts, materials and labor rates and activities specific to your business. * Quick, easy and accurate estimate creation from your database of parts, materials, labor and bid items from your subcontractors. * Easy to duplicate, combine and update estimates. * Keep unlimited notes by estimate project. * Organizes parts, materials and / or labor items into assemblies for fast estimate creation. * Allows incorporation of bids from subcontractors as well as tracking of the subcontractors. * Create customized calculation templates for quick estimate creation that combine 1,2 or 3 inputs using your specified math. * Creates a formal bid / proposal document with your personalized comments that you can print or email directly to customers using unlimited number of customizable templates. * Multiple templates contain logo image, standard terms text, formatting and page size, orientation and positioning information. Use templates to create bids, proposals, estimates and invoices * Markup can be applied to all, materials separately & labor separately, or individually to material / labor items. * Customizable estimate columns. * Unlimited customizable cost basis categories including per item, per length, per length - weight, percentages for discounts and commissions. * Estimate items can be partitioned, grouped and subtotaled with custom ordering. * Totals costs and optionally weight. * Works with English Standard and Metric measurements. * Does not require internet access to function. * Free one month, 100% functional free trial. Thereafter $4.99 per month or $47.99 annually (USD).
Import data into Estimate Master
Import customers, subcontractors, parts, and labor items from industry standard .csv and other types of text files.
Export your data
Export your estimates to an industry standard .csv file.
Easily works with any tax structure
Keeps tax info for multiple taxing districts
* Choose to include markup or not in taxes
* Exempt certain items from taxes
* Apply "piggy back" taxes as in some Canadian provinces
* Apply taxes individually by estimate
* Auto assignment of tax rates (or none) on new estimates if desired
Incorporate bids from subcontractors into your estimates
Add a subcontractor bid into your estimate with just one click
* Keep track of your subcontractors in the database
* Relates bid documents to estimates
Apply markup intelligently
Keep your commonly used markups for different customers
* Add different or same markup to labor and materials
* Exempt certain items from markup
* Apply markup individually by estimate
* Auto assignment of markup (or none) on new estimates if desired
Protect your database
Backup, archive and restore your Estimate Master database via email.
Sync with iCloud
Share your Estimate Master database between users in your organization. Works with Estimate Master on both iPads and Macs. And no additional cost.