Start with your company and a practice estimate

Your first session

Sign in to your Best Estimator account. Use the same account on the web and your Apple devices when you want the same company costbook.

Confirm your company name, contact information, logo, representative details, and proposal terms in Settings. Review every printed field; blank company details must be completed by your company.

Create a clearly labeled practice customer, build a small estimate, and preview its PDF. Check prices, tax, payment schedule, terms, and signature before using it with a real customer.

Choose the right workspace

The native app separates local customer records and settings by signed-in user and company. Another team member’s local customers do not automatically become yours.

Signing out opens a separate device guest workspace. It does not delete your signed-in workspace. Return to the same account and company to reopen its local records.

A safe launch checklist

Verify the costbook and pricing rules with a known sample calculation.

Save a customer, close the app, reopen it, and confirm the record before relying on the device in the field.

Generate and inspect a complete proposal. Keep a copy using the system share or export options.