Turn the first pass into a price you can stand behind

Move the quote through Draft, Internal review, Ready to send, Approved, Won, Lost or Cancelled. Use status as the team’s single source of truth; do not promote a quote while review warnings remain.

Designates the current version as the one the client saw. Use it immediately after sending the checked document so later edits do not blur the audit trail.

Reuses the agreed scope as a structured tender schedule, avoiding manual re-keying when you move into procurement.

Moves the scope into bid comparison so supplier or subcontractor returns can be compared on the same basis.

Benchmarks this quote against comparable work in your learning dataset. Open it when you want a reasonableness check, not as a substitute for checking the current drawings.

These are the three working views. Review them in this order: price and risk first, material evidence second, output last.

Saved confirms the current edits are stored. Excel, PDF, Custom PDF and Word create working snapshots. Regenerate only when the source or scope has materially changed, then repeat the review because AI output can change.

Confirm the project name and scope description match the job. “100% complete” means expected packages were found; it does not mean every rate is reliable. Read the estimate together with its likely range and “Review required” warning.

Shows every source file, its classification, method and confidence. Confirm the correct drawing set was read and that a superseded revision has not become the pricing basis.

Separates confidence in scope, quantities, pricing and materials. In this example the scope is high confidence but quantities, pricing and materials are low, so manual measurement and supplier-rate checks are the priority.

Adjust margin and contingency deliberately; totals update immediately. GIA drives cost-per-m² reporting only—correct rates and quantities if the cost looks wrong instead of changing area to force a target.

Applies one hourly rate across active estimate lines without regenerating the AI scope. Use it when your agreed labour rate differs from the draft, then review high-hour packages for distortion.

These values feed the Priced Bill of Quantities. Complete the address, programme, validity, payment, retention, defects, design development, VAT, valuation cycle and change-control wording before report generation.

Collapse or expand each trade, see its review count, confidence warning and subtotal, or add omitted scope directly to that category.

Edit the description until it says exactly what is included. Confirm the category and open the material count when the product breakdown needs checking.

Attention, low-confidence and risk-note markers tell you where estimator judgement is still required. They are prompts, not approvals.

Check labour hours, hourly rate, labour value, materials, plant and the calculated total. Replace draft allowances with current evidence.

Set the final confidence, deactivate scope that must remain in the audit trail, open full line details, or delete an item that is genuinely erroneous.

Record the supplier basis, measurement decision or scope caveat below the trade so the next reviewer understands why the price was accepted.

Compare material cost, itemised lines, “Needs a price check” and the estimate material total. A difference between the material list and estimate total signals allowances or aggregation that should be understood before issue.

Use By material for a deduplicated buying list; use By estimate line when tracing a product back to the scope that created it.

Search by product or trade and filter to unverified prices. This is the fastest route to the supplier calls that can materially change the quote.

Expand categories and read quantity, unit price, total, confidence and “Check price” indicators. Waste is already shown where applied, so confirm it is appropriate rather than adding it again.

Choose the template that matches the job type—UK Builder, UK Commercial, Healthcare/Dental or Residential Extension. Confirm its margin, contingency and VAT readout against the reviewed estimate.

This is the basis the report will present. Treat any difference from the Estimate tab as a stop-and-check signal.

Add the customer name, address and cover message used in the Scope of Work document. Keep the wording professional and project-specific.

Choose the report, tailor its included sections, then download. Client Budget Report is a plain-English summary; Scope of Work is the formal quotation; Priced BOQ supports tendering; Itemised Breakdown exposes trade rates and allowances.