FOR THE ESTIMATOR
Estimate Studio
Estimate builder with margin built in.
The Estimator finishes an estimate and it is already a branded proposal and a clean export file, without re-typing the same numbers into three different systems. The margin sits on screen as they build, so they know the job clears target before it ever goes for approval.
- Time back
- 40 min
- per estimate
- Cost
- $1.20
- 240 Rivets per estimate
How it works.
5 steps, and your team only touches the ones that need a person.
- 1.
Build the estimate
The Estimator picks the company, enters the job, and adds scope by trade: materials, equipment, subcontractors, and labor in man-days. Templates and equipment packages fill in common jobs.
- 2.
Watch the margin as it builds
The gross margin and the gross margin per labor dollar update on screen as lines are added. A flag appears when the estimate falls below the company's target.
- 3.
Send it for approval
The Estimator submits the estimate. It routes to the assigned manager with a notification, and its status is visible on the dashboard.
- 4.
Approve or revise
The manager approves, rejects, or edits. If it comes back, the Estimator revises and resubmits, and every prior version stays on the record.
- 5.
Hand off the finished estimate
Once approved, the product produces the branded customer proposal and a structured export file for setting the job up.
Try it.
A small working model of Estimate Studio. Nothing here touches a real customer.
Add and remove scope on an estimate and watch the margin move against your target.
A day for the Estimator.
- 7:30 AM
The Estimator pulls current pricing into the spreadsheet template and starts a rooftop-replacement estimate. They rebuild the labor and overhead math by hand, the way they do on every bid.
- 9:00 AM
With the numbers set, they copy them into the Word proposal and reformat it to the company's branding. They run the margin in a side calculation to confirm the job clears target.
- 11:00 AM
They re-key the estimate into the CRM, then type the same details into the job system to set the work up. Two systems, the same numbers twice.
- 4:00 PM
A manager asks which version is final. The Estimator opens three files to find the current one before they can answer.
- 7:30 AM
The Estimator opens a rooftop-replacement template in Estimate Studio and adds the scope by trade. The margin and the gross margin per labor dollar update as they work.
- 9:00 AM
The estimate clears target, so they submit it. The branded proposal is already generated, and the manager gets a notification to review it.
- 11:00 AM
The manager approves it. The product produces the export file for job creation, so there is nothing to re-type.
- 4:00 PM
There is one record and one current version. They spend the afternoon on the next two bids in the queue.
What it won't do.
So nobody's surprised later.
- Delivering the proposal to the customer or following up after it is sent.
- Writing the scope or pricing the work automatically; the Estimator enters scope, labor, and exclusions.
- Managing the job after the estimate is accepted, including scheduling, execution, and invoicing.
- Maintaining a live parts catalog priced from supplier feeds.
More for the Estimator.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
