Build scope from the first walk-through.
Capture the work as line items with the production-rate context, materials, and crew assumptions the office needs later instead of rebuilding notes in another spreadsheet.
YAVLAND / ESTIMATING
From a walk-through to a clear plan.
Build the estimate, give your customer options, and carry the approved work straight into the job. All the details, already connected.
Real proposal editor
Build the proposal where the job record can use it.
Scope lines, packages, terms, customer context, and the PDF preview sit together in one editor, so the proposal your customer approves is the same record your crew and invoice inherit. Shown with sample project data.
Sample proposal
How estimating stays practical
Options for the customer. Structure for the office.
Fictional Miller backyard example: the proposal package selected in the public explorer follows through to the sample invoice amount.
- 01Scope and line items
- 02Proposal options
- 03Customer approval
- 04Scheduled work
Present options the customer can understand.
Good, better, and best proposal packages keep the conversation clear while keeping the selected scope tied to the same customer and job record.
Carry the approved scope into the schedule.
Once the work is accepted, the same details can move into crew planning, job costing, invoices, and payment tracking without duplicate entry.
Follow-through
Approval, invoice, and customer history stay connected.
The same sample job carried through: the approved proposal becomes the invoice, and the payment lands on the customer record — no retyping between steps.
Sample invoice
Sample customer
