Set Up Your Estimates & Scopes
This section offers a quick guide to building accurate, professional estimates and scopes of work — helping you save time and reduce errors. You’ll learn how to streamline your process using tools like AI, templates, and the cost book, plus get tips on editing estimates from mobile, using scope modes effectively, and saving milestones for future projects.
By Rosse and 1 other2 authors13 articles
- Showcasing Finishes with Options and Finishes
- Organizing Your Scope into Groups
- Using Multi-Cost-Type Rows in Your Cost Book
- Editing Your Scope with Magic Edit
- Choosing Who's "Prepared By" on Your Documents
- Project Templates: Bundling Your Scope and Tasks Into One Reusable Setup
- Offering Clients Choices with Selection Groups
- More about Setting Up Payments with Milestones
- How to Setup Cost Book
- Editing an Estimate from the Mobile App
- Building and Reusing Scope Templates
- Building an Estimate on the Go with the AI Chat Assistant
- Client-Selectable Scope Options