Build estimates that win jobs. Not just fill spreadsheets.
Section-based estimates with line items, markup, labor, and tax. Send directly to your client, collect their approval, and bridge straight into your project documents — all without leaving TradeTrack.
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Your estimate is in Excel. Your contract is in Word. Your approval is in a text message.
And somewhere in between, the scope changed, the markup got adjusted, and now nobody's sure which version the client actually agreed to. TradeTrack keeps the estimate, the document, and the approval all in one place — so when there's a dispute, you have a paper trail.
Every number. In the right place.
Build estimates the way you actually think about a job — by scope section, with line items inside each phase.
Sections & Line Items
Organize your estimate by scope phase — Demo, Framing, Rough-In, Finishes. Add line items inside each section with quantity, unit, unit cost, and labor. Collapse sections to review totals at a glance.
Markup, Profit & Tax
Set overhead, markup, and profit margin at the estimate level. Add tax where applicable. See your gross profit and margin in real time as you build — no manual recalculation.
Client vs. Internal View
Mark individual line items as internal — they show in your numbers but not on the client-facing PDF. Keep your labor rates, subcontractor costs, and margin details private while showing the client a clean, professional estimate.
Send it. Get a decision. Move on.
No more printing, scanning, or waiting on an email reply. Send your estimate directly to the client through TradeTrack and get a formal approval or rejection back — with a timestamp.
Build
Assemble the estimate in TradeTrack with all sections, line items, and markup applied.
Send
Send the estimate to your client via a secure link. They see a clean, branded document — no login required.
Approve
Client approves or declines directly in the portal. You get notified immediately. The status updates automatically.
Bridge
Approved estimate sections flow directly into your project documents, purchase orders, and schedule tasks.
Every estimate has a full activity log — who sent it, when the client opened it, when they approved it. If there's ever a dispute about scope or price, you have the record.
Price faster on every job after the first.
Save any estimate as a template. Pull it up on the next similar job, adjust quantities and pricing, and send — instead of starting from scratch every time.
- Save any estimate as a reusable template
- Duplicate existing estimates for similar scope jobs
- Edit line items, quantities, and pricing after duplicating
- Version history — see every change made to an estimate and when it happened
- Estimate expiration reminders — automatic notifications when a sent estimate is approaching its expiry date
Stop chasing subs for numbers.
Send a bid request to a subcontractor directly from TradeTrack. They price the scope, send it back, and you accept or decline — all tracked in one place.
Request pricing from your subs.
Create a bid request tied to a specific estimate or scope section. Send it to one or more subcontractors from your sub directory. They get notified and can respond directly.
All bids in one place.
See every bid you've received in the Received Bids tab. Compare pricing, review scope, and accept or decline — without a single back-and-forth email.
Accepted bids flow into your estimate.
Accept a bid and the subcontractor's pricing populates directly into your estimate sections. No copy-paste. No transcription errors.
Your estimate doesn't stop at approval.
In most tools, the estimate lives in one place and the project lives somewhere else. In TradeTrack, they're the same thing.
Turn an estimate into a contract.
Flag sections for document output and TradeTrack pre-populates your proposal, scope of work, or subcontractor agreement with the approved line items. No retyping.
Learn about Document BuilderTurn line items into POs.
Create a purchase order directly from an estimate section. Material quantities and pricing carry over automatically.
Learn about Purchase OrdersCompare estimate to actual.
Your approved estimate becomes the budget baseline. As costs come in, TradeTrack shows you budget vs. actual at the section and project level.
Learn about Cost TrackingAn estimating tool built for the field, not the finance team.
Most estimating software is built for quantity surveyors and project accountants. TradeTrack is built for the contractor who prices the job, manages the crew, and signs the contract — all the same person. The markup is built into the line item. The labor rate is right there with the material. And when the client approves, everything is already connected to the rest of your project.
Start Free TrialEstimating works better with the full platform.
Ready to price jobs without the spreadsheet?
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