Web-based estimating apps — when it's time to move beyond one file
We will build a customized web solution for your estimating project and/or a hybrid of a spreadsheet and a web app.
The signals that point beyond a spreadsheet.
Multiple estimators
Several people pricing at once, from the same rates and rules.
Multiple sites
Delivery and site teams can open the quoted job on a tablet or phone.
Central pricing
One price list, updated once, used everywhere.
Approvals
Quotes above a value or below a margin route for sign-off.
Customer portal
Customers view, accept or query quotes online.
Integration needs
Estimates flow into CRM, accounting or ERP without re-keying.
From takeoff to quote, in one system.
Estimate list
Every estimate, its status, estimator, value, margin and revision in one view. Filter by customer, project or stage.
Takeoff
Line items grouped by section, with waste allowances, productivity rates and plant hours linked to the central rate library.
Margin and pricing
See the cost build-up, apply overheads and contingency, and set margin within locked minimums before submitting for approval.
Quote output
Branded quotes generated from the estimate, with scope, options, exclusions and terms. Every revision is kept.
What we build in.
Multi-user access with roles
Central product and rate libraries
Live supplier pricing
Estimate versioning
Approval workflows
Customer and job records
Quote generation
Margin reporting and historical analysis
CRM, accounting and ERP integration
AI-assisted takeoff
Keep Excel. Centralise everything else.
Keep Excel where estimators work best and connect it to a central web platform and database. Rate libraries, customer records, approvals and reporting live centrally; the estimator keeps the workbook they know.
Web and hybrid systems in use.
We work alongside the software you already run
Your estimate doesn't live on its own. We import/export it as required in the format your job management or accounting system expects — so nothing gets re-keyed.
Simpro / Procore
Import and export data according to your job workflows.
Xero / MYOB
Quote and invoice data exported ready for billing.
Other systems
If it imports CSV or Excel, we can match its format.
Need a live connection rather than a file? We can scope it.
Common questions.
What a connected estimating platform needs to get right.
- Pillar 02
Support the way your business prices projects
Support cost up to margin, pre-configured selling prices and hybrid models, including multiple users working concurrently from shared project and price-list data.
- Pillar 08
Connect quoting with the rest of the business (and other businesses)
Exchange information with internal systems and with customers, suppliers, subcontractors and other external businesses through appropriate files, databases, APIs and workflow hand-offs.
- Pillar 09
Turn quoting and project data into business insights
Compare quoting and project performance by job type, job size, salesperson, estimator, project manager, customer, category, margin, outcome and variations.
Web apps & hybrid systems from NZ$5,000 — fixed price after scoping
Let’s solve your estimating problem.
Book a discovery call or get in touch. Attach your current spreadsheet and we'll tell you what we'd keep, fix and automate.
We typically reply the same business day. Fixed-price quotes after scoping. Your files stay confidential.