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Estimating

Estimating that becomes the job budget, not a dead spreadsheet

Build commercial and metal roofing bids by department, location, and cost code, pull takeoff quantities off your drawings, and hand the estimate straight to the project. No re-keying into a second system.

An estimate structured like the job you have to run

Most estimating tools spit out a number and stop. Then someone rebuilds that number as a budget in the accounting system, and the two drift apart the day work starts. SitewideOps builds the estimate in the same shape the job runs: one row per Department (trade) × Location (branch) × Cost Code × Cost Type, with unit rates or lump sums per line.

As you build, the estimate shows live estimated cost, gross margin, and GM% so you're negotiating with the real number in front of you. When you win the work, that estimate becomes the project's starting budget: the same cost codes your field costs post against and your WIP schedule reads. There's no export step, and nothing to rebuild or reconcile.

What goes into a bid

Estimating in SitewideOps is fast to build and structured to run.

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Cost-code line detail

Every line carries a department, location, cost code, and cost type. Enter a unit rate and quantity, or drop in a lump sum where that’s how you price it.

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Reusable assemblies

Build per-installed-unit component templates once. Add an assembly by quantity and it explodes into fully-coded estimate rows. No rebuilding the same tear-off or membrane build-up every bid.

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Takeoff from drawings

Calibrate a drawing, measure lengths and areas on it, and Import Takeoff Quantities pulls them into the estimate. Areas land as roofing squares automatically.

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Live margin

Estimated cost, gross margin, and GM% recompute as you edit. You always know what the job makes before you sign it.

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Quote builder

A sectioned quote with product and labor lines, versions, and typed or drawn e-signature. Approving a quote spins up the project you run the job from.

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Guided project setup

A six-step wizard (Info, Contacts, Schedule of Values, Phases, Cost Codes, Budget & Risk) turns the winning estimate into a fully structured project.

From takeoff to a running job

The estimate is the front door to the whole job.

Take off the drawings

Measure roof areas and linear runs on a calibrated drawing. Import those quantities directly into the estimate instead of typing them from a printed report.

Price by cost code

Add assemblies and line detail across departments and locations. Watch estimated cost and gross margin update as you shape the bid.

Quote and sign

Send a sectioned quote, capture a typed or drawn signature, and version it if the scope changes during negotiation.

Convert to a project

Approving the quote spins up the project. The estimate becomes the starting budget your job-cost ledger and WIP schedule read from day one.

Built for negotiated and bid commercial work. Assemblies, drawing takeoffs, and cost-code structure are aimed at months-long metal and low-slope projects. They are not for one-day residential retail estimates.

Frequently asked questions

How is the estimate structured?
One row per Department (trade), Location (branch), Cost Code, and Cost Type. You can enter a unit rate with quantity or a lump sum on any line. Live estimated cost, gross margin, and GM% update as you build.
What are assemblies?
Assemblies are per-installed-unit component templates: a tear-off, a membrane build-up, a metal detail. Add an assembly by quantity and it explodes into fully cost-coded estimate rows, so you never rebuild the same recipe on every bid.
Can I pull quantities off my drawings?
Yes. Calibrate a drawing to a known dimension, measure lengths and areas on it, and Import Takeoff Quantities appends those to the estimate. Measured areas convert to roofing squares automatically; anything uncalibrated is disclosed and left out.
Does the estimate connect to the job budget?
That is the point. When you win the work the estimate becomes the project’s starting budget, using the same cost codes your field costs post against. The job-cost ledger and WIP schedule read straight from it. No export or rebuild.
Can customers sign the quote?
Yes. The quote builder captures a typed or drawn e-signature, supports versions as scope changes, and turns an approved quote into the project you run the job from.

Keep exploring

Estimate once, run the whole job from it

See how a SitewideOps estimate becomes the budget, the WIP, and the billing, without ever leaving the platform.

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