// 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

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.