Check the scope
Confirm what is included, excluded and dependent on client input.
Build the scope, enter your costs and review a document that puts the assumptions in view.
Enter your business, client, project name and estimate reference. Choose an issue date and a validity date.
Add phases with deliverables, estimated hours, rates, expenses and assumed working days.
Set any markup, planning buffer, discount and tax. Review the final total and indicative deposit.
Apply your branding, choose a layout, print or save a PDF and store a local record.
Confirm what is included, excluded and dependent on client input.
Review hours, rates, expenses and all percentage adjustments.
Verify timing and tax treatment, then agree acceptance and payment terms separately.
Build an estimate that explains the work, the assumptions and the number at the bottom.
Create your project estimate → Explore plans