A complex estimating process was eating hours.
- The friction
- The legacy workbook was static and manual, and complex estimates required repeated checks across site information, labor, materials, pricing, and proposal details.
- What we changed
- Rebuilt the estimating and job-costing workflow, structured field/site-survey information, improved pricing visibility, and connected the process more clearly to CRM and proposal follow-up.
3–4 hrs → 1–2 hrs
End-to-end estimate & proposal
What it shows
Large HOA/commercial estimate-and-proposal workflows decreased from approximately 3–4 hours to 1–2 hours end-to-end. More than 100 estimates have run through the newer process.
Before
After
