Before we dive in further, you can watch a quick preview of the Opportunities section: https://youtu.be/nGFMbr94lOU and the Projects section: https://youtu.be/_zQn1B1ryAo
🎥 Watch the full tutorial (highly recommended):
NEW AI Takeoff: https://youtu.be/OsUjHswmdlY
Step 1: Adding an Opportunity
On the left side of the screen, choose Opportunities from the Navigation Menu
Click the button + New Opportunity in the top right corner to create a New Opportunity
After you click that button, a prompt will appear,
and this is the NEW form where you can:
Easily drop a file if you already have an estimate (supported formats: Images, PDF, Word, Excel, CSV, Text)
Auto-fill your client details (name, phone, email) once you've built your Client List. You can see the drop-down to auto-fill if you have:
imported your client list in People > Client, or
created multiple opportunities/projects with your client details
Type a Project Name which is very beneficial for repeating clients or multiple projects in the same address. You can also input the Project Description. Both of these are optional.
Once done, click the Create Opportunity button at the bottom of the prompt (you might need to scroll down to see the Create button)
⚠️ If doing a test Opportunity/Project, don’t use your real number—it’s linked to your contractor profile already so you can't register your real number as a 'test' client Opportunity/Project.
Step 2: Choose How to Build Your Estimate
Click your new opportunity and open the Scope tab.
You have these options:
AI Estimate Generator: Type a simple description like “Bathroom remodel” or the whole details to auto-generate line items. Choose between Standard and Advanced estimate mode. Then hit Generate.
Wait for a few seconds and click Insert if you prefer the generated estimates, otherwise, click Regenerate (you won't get to go back to the previously generated estimate)
Tip: If you prefer doing ChatGPT for your estimates, you can also do that by copying the text in ChatGPT and pasting it here or asking ChatGPT to convert it into a file that you can upload (see option below)Upload Your Own Templates: Upload your custom template or save estimates for future use.
NEW Add-On Takeoff Concierge: Upload your plans/drawings and get a detailed quantity takeoff. Click the option to view more details while logged in.
Eano Default Templates: Choose from prebuilt templates suitable for common project types.
You can also save your own template to look like these tiles for later use or future estimates. Just build your estimate and click the Project Template then scroll down to Save as Project Template.
📝 You can even paste your template into the AI tool, and it will match the scope based on the pasted content.
Step 3: Adjust Your Estimates
Click on any line item to edit in the textboxes or dropdown (click the arrow down), and even add Markup %
If you edit the Quantity and Unit Cost fields, the Amount column will be automatically computed too.
If you want to apply Markup to all line items, you can click on this cog icon and edit the Markup field:
If you want to add more line items, feel free to type in the fields where it says
> Add sub group level item, press Enter to save...
> Add item in scope, press Enter to save...
> + New scope name..
And you may also add or remove line items by ticking the checkbox on the left of each line item and hit Delete:
Step 4: Finalize and Send the Estimate
If you have finalized your estimates in the Scope tab and your payment structure in the Payment Milestones tab (please see separate tutorial and video for more info on how to navigate). You can:
Click Preview as Client to see what your clients will see, and/then
Click Preview & Send Quote to see your whole proposal for review before sending out to clients:
If you click item 2 above, you’ll be redirected to the Contract Details page.
Step 5. Review and Send
Double-check all the details. Read the tutorial here for a detailed walkthrough of this feature plus our newly released features!
Click on Send Quote to Client to finalize the process. This will automatically send email and sms notifications to your client that you have Sent A Quote for them to review and sign. You can control the notifications in Settings > Notifications.
NEW UPDATE FOR ESTIMATES:
You can now enter decimal values for all pricing fields—no more rounding to the nearest dollar. Whether it’s $199.99 for a valve kit or $12.50 for a handle, your numbers can now reflect true costs down to the cent.
Here’s what’s new:
Enter decimals in Quantity, Unit Cost, and Amount fields (up to two decimal places)
Build more accurate scopes and estimating templates
Set precise pricing in your Cost Book for a more professional proposal
This upgrade means clearer pricing, more transparent estimates, and tighter control over margins for your business.
Whether you're in the field or reviewing estimates at the office, every penny now counts—literally.