Itemized estimate
- Each line
- Quantity times unit price
- Grouped work
- Trade and category subtotals
- Next step
- Review prices and send the proposal
Feature directory · 25 tools
Price the work from your costs, templates, and measurements. Send a proposal the client can approve.
Build the estimate from your own prices, plans and field measurements.
Add job details. Choose a template or enter dimensions, prices, plans, photos, and measurements.
Build the proposal. Use template prices and reviewed takeoff quantities in the proposal.
Check and send. Check quantities, price, scope, and recipient before sharing the proposal.
Keep the signed proposal handy. Keep the signed proposal, selections, estimate, and budget history with the project.
Feature group
Price the work from your costs, templates, and measurements. Send a proposal the client can approve.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
25 tools match.
Add quantities and unit prices to show material and labor line items in the project quote. Share the itemized proposal with the client when it is ready.
Plug and playSign in and it works. Enter quantities and prices in the project Quotes tool.
Learn howEnter the measurement and choices from the field. HHM Intelligence can prepare a quote draft for your estimator to review in Quotes before sending.
Learn howChoose a job-type template, then review and edit the pre-filled lines in the project quote.
Plug and playSign in and it works. Create reusable quote line items in Project Templates, then choose and review them for a project.
Learn howStart with saved quote lines, scheduled tasks and assignments, then adjust the new project before work begins.
Plug and playSign in and it works. Open Project Templates, select Load starter templates, and check the copied templates.
Learn howSave a finished project setup as a reusable template. Your team can choose and edit it in Templates.
Plug and playSign in and it works. Save a completed project setup as a reusable template, then check it before you use it again.
Learn howSave a reference size and enter the project size. PM scales the template line prices for you to review in the quote.
Learn howOffice staff maintain company codes, units, and unit costs; estimators use those saved inputs in Quotes, Budgets, and Takeoffs.
Plug and playSign in and it works. Add company cost codes, units, and unit costs. Your project team can use them in quotes and budgets.
Learn howChoose a square-foot pricing method and enter it in the quote. Quotes show it as pricing, not as a building measurement.
Learn howUpload plan sheets to the project takeoff area. Your estimator reviews the draft details.
Learn howAdd a plan sheet and HHM Intelligence prepares takeoff details. Review them in Takeoffs or Quotes before you use them.
Learn howReview quantities, units, and measurement notes in one takeoff. Use the reviewed numbers in Quotes, Budgets, and Ordering.
Learn howRecord room or area dimensions, then reuse them in Takeoffs and Quotes.
Learn howEnter dimensions measured on site. PM saves them in Measurements for the project team.
Plug and playSign in and it works. Enter field dimensions in Measurements; they stay with the project for the team to review and use.
Learn howSet a known dimension, measure the plan, and review the calibrated result in Takeoffs.
Learn howUse a supported device to check an estimated distance. Confirm it with a tape before you order or cut.
Learn howUse a compatible phone to view a level reading in Field tools.
Learn howAdd reviewed takeoff quantities to quote lines. The lines stay in the project quote for review.
Learn howChoose reviewed takeoff quantities for the budget. PM adds the budget lines to the job.
Learn howBuild a proposal with trade and category subtotals, then share it with the client.
Plug and playSign in and it works. Prepare an itemized proposal from the project quote, review it, and share it with the client when it is ready.
Learn howClients can accept or decline proposal items or categories. PM saves each decision with the proposal.
Learn howAdd terms, contingency, and budgets to the proposal. Clients see those details when you share it.
Learn howSet payment milestones for job progress. Your team can use them when creating invoices.
Learn howClients type their name to accept the proposal. PM saves the signature with the proposal.
Plug and playSign in and it works. Share a reviewed proposal; the client types their name to sign, and the signature is recorded with that proposal.
Learn howAfter acceptance, PM saves the signed proposal PDF with the project documents.
Learn howAsk HHM Intelligence Council to highlight possible gaps in a quote before you send it.
Learn how