// MODULE: ESTIMATION TOOL
Estimate Project Scope and Time—Before You Quote or Schedule
The Estimation Tool helps teams forecast the full scope and time commitment of a project before assigning costs or booking work. Whether you’re building cabinets, writing code, or preparing a multi-stage rollout, this tool allows you to define the work involved, break it into tasks, and assign expected durations—all in one place.
Core Features
- Task-Based Time Estimating: Assign durations to checklist items, roles, or project phases
- Scope Definition: Define the full scope of deliverables, procedures, or build steps
- Role & Effort Forecasting: Estimate workload by staff role, work area, or responsibility
- Zone & Step Organization: Group estimates by sections or functional phases
- Template Integration: Generate estimates from structured templates and patterns
- Quote Preparation: Feed completed estimates into quote generation (via Invoices & Quotes)
Used In
- Project scoping and effort planning
- Programming, fabrication, and production forecasts
- Team resource planning
- Pre-bid and pre-quote approvals
Optional Integrations
- 📁 Project Templates – Build estimates from reusable workflows
- 🧩 Pattern Libraries – Drop in pre-scoped modular components
- 📋 Custom Checklists – Tie time to individual steps or procedures
- 🧾 Invoices & Quotes – Convert final estimates into priced quotes
Know the work before you price the work.
The Estimation Tool brings clarity to both scope and time—setting the stage for accurate quotes and better planning.