Build an estimate from a documented scope.
Turn the work you already understand into a customer-ready estimate with visible scope, assumptions, options, and exclusions.
Direct answer
Completa Pro helps a contractor build and send an estimate for an existing customer, then keeps that estimate with the job instead of leaving it in a disconnected document.
Four phases
How the workflow works.
- 01
Define the work
Identify the exact areas, tasks, quantities, products, preparation, access, cleanup, and exclusions.
- 02
Separate facts from assumptions
Mark what was measured or observed and what still depends on a visit, selection, permit, or hidden condition.
- 03
Build the customer view
Present the scope, price, schedule expectations, options, and exclusions in a form the customer can review.
- 04
Keep the accepted version
When the job moves forward, keep the agreed estimate connected to later milestones, changes, messages, and payment records.
What stays in the record
- Scope and exclusions
- Assumptions and options
- Customer-facing estimate
- Accepted version and later changes
Related workflows
Take the workflow into your next job.
The operating details live in Completa Pro.