- Create Reliable Project Estimates with Ease
Project Estimates for Accurate Budgeting and Planning
Generate precise project estimates to improve budget management, streamline planning, and boost client confidence with WorkCase.
Detailed Estimate Templates
WorkCase provides flexible options for customization, ensuring your estimates reflect your business standards.
Itemized Cost Breakdown
WorkCase allows detailed line items for materials, labor, and associated expenses, and providing full transparency.
Enhance Efficiency and Reduce Manual Errors
Manual estimates can result in errors that impact project profitability. WorkCase Project Estimates reduce this risk by automating calculations and incorporating pre-set pricing data. These features help your team quickly produce accurate, consistent estimates, improving workflows and client response times.
- Reduce errors with automated calculations.
- Use pre-set pricing data for consistency.
- Monitor changes and progress in real-time.
Boost Efficiency and Reduce Errors
Automate redundant tasks to reduce manual errors with streamlined work order processes. WorkCase minimizes administrative work by generating alerts and notifications, keeping teams informed about new assignments, changes, and deadlines. This boosts productivity and accuracy throughout the project lifecycle.
- Reduce manual data entry errors.
- Automate notifications for timely updates.
- Increase on-time project completion rates.
Multi-User Access
Allow team members to simultaneously access and contribute to project estimates, ensuring all expertise is applied and estimates are complete.
Estimate Accuracy Reports
Compare past estimates to actual project costs, using insights to improve estimating strategies and align forecasts more closely with outcomes.
Approval Workflow
Streamline estimate reviews and approvals with structured workflows. Automated notifications keep teams informed and speed up decision-making.
Real-Time Collaboration and Adjustments
WorkCase supports collaborative estimating, allowing team members to contribute, review, and adjust estimates in real-time. This minimizes miscommunication and speeds up approval processes, with all changes tracked and accessible to ensure alignment among stakeholders.
Customizable and Client-Friendly Estimates
WorkCase allows customization of estimates to match your brand’s standards, adding a personalized touch that boosts client satisfaction and approval rates.
Branded Estimate Templates
Customize templates with your branding for cohesive, professional documents that reinforce credibility.
Client-Specific Adjustments
Tailor estimates with optional items or client-specific details for a more personalized experience.
Quick Summaries
Include a summary section to highlight key details, making complex estimates clearer and helping clients make quicker decisions.
Integration with Project and Financial Tools
WorkCase integrates with project management tools for a connected task and project overview. Aligning work orders with timelines and resources supports synchronized workflows and efficient project transitions.
Project Management Sync
Link estimates directly to project phases for smooth transitions from proposal to execution.
User Permissions
Manage user access to enhance security and control over sensitive data.
Change Tracking
Maintain detailed change logs to track adjustments, providing transparency and accountabilit
What can I include on an estimate?
Detailed line items for labour (rates/hours), materials/parts, equipment, subs, taxes, discounts, and markups—plus optional and alternate items, notes, and file attachments.
Do you support templates and price books?
Yes. Reusable templates, item catalogs/assemblies, and cost codes let you standardize pricing, speed up quoting, and keep numbers consistent across teams.
How are client approvals handled?
Send a sharable link for e-approval; capture name, timestamp, and comments. Once approved, the estimate locks and can be converted to a job/work order with one click.
Can I version and track changes?
Create revisions with version labels, keep a change log, and compare diffs—so you can justify updates and maintain a clean audit trail.
How do estimates connect to delivery and billing?
Converting an estimate creates the project/work orders and a starting budget; actuals (time, parts, expenses) track against the estimate and flow into invoices (T&M, fixed price, milestones, progress draws, retainage).
- FAQs
Project Estimates — FAQs
Create professional quotes fast and convert them directly into scheduled work. Build estimates from templates and price books, add optional/alternate items, capture approvals, and roll accepted scopes into budgets and invoices—so you win jobs faster and protect margins.