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Here’s a simple example of an estimate. Estimation modules can be complex, with background tables and price lookups driving the process, or more straightforward like the one above.

We think there are a few key elements that make a good estimation module:

• Allow multiple revisions of estimates and retain the history

• Create these revisions with minimal re-keying of information

• Allow an estimate to easily be turned into a docket or job with the push of a button so that the client and project information flows into the docket/job and is connected to the originating estimate