BEST ESTIMATOR SUPPORT
Build your next estimate with confidence.
Practical guides for your company setup, pricing, proposals, and records. Start with a practice customer before using a new configuration in the field.
Questions, setup rules, and pricing rules: start here
Three tools work together: ask the right questions, show the relevant questions, and apply the right pricing.
Read guide →Project setupSet up project questions and answer choices
Project Setup Questions collect job details before an estimator chooses costbook items. Configure them in the web app under Project Setup Questions. The iPhone/iPad app presents them while creating an estimate. Questions do not change prices by themselves: connect their answers to Project Setup Rules, Pricing Rules, or a costbook selector.
Read guide →Project setupShow the right questions with setup rules
Use Project Setup Questions to ask about the job. Use Project Setup Rules to decide which questions appear or to assign an answer. Use Pricing Rules to change prices. A display rule does not itself change a price.
Read guide →Project setupPricing rules with worked examples
Pricing rules automatically adjust unit prices in the estimate. They do not change the costbook's saved prices. Use Project Setup rules to show or hide questions; use pricing rules to change prices.
Read guide →AI setupSet up your company with Claude or Codex through MCP
Bring your own assistant, review its proposal, and keep control of company configuration.
Read guide →Getting startedStart with your company and a practice estimate
Build confidence with a fictional customer before preparing a live proposal.
Read guide →AccountCompany information and team access
Keep company identity, user access, and document settings accurate.
Read guide →EstimatingCostbooks, questions, and pricing rules
Test the relationship between catalog prices, answers, quantities, and the final total.
Read guide →EstimatingCustomers, estimate editing, and number entry
Create a customer, build the scope, and verify that your edits survive reopening.
Read guide →DocumentsProfessional PDFs, signatures, and photos
Inspect the document customers will actually receive.
Read guide →EstimatingDiscounts, tax, and payment schedules
Reconcile the contract total and installments before presenting a price.
Read guide →Data and safetySync, offline work, and customer recovery
Understand what lives on your device before troubleshooting missing data.
Read guide →AccountFree features, optional ad-free billing, and privacy
Core estimating features are free; the optional company plan removes ads.
Read guide →SupportTroubleshoot without risking your records
Start with reversible checks and preserve local data.
Read guide →