Estimating workflow

Build the estimate. Keep control of every number.

ScopeHand organizes the path from customer request to estimate decision. You define the work, quantities, rates, tax, notes, and final price.

Estimate builder

Organize work before you price it.

Create a draft from an existing job request, group related work, and keep materials, labor, and other line items readable for both contractor and customer.

Grouped work items

Break an estimate into named sections with optional descriptions, then add line items inside each section.

Exact line-item math

Enter quantities, unit prices, and taxable status. ScopeHand calculates subtotal, taxable subtotal, tax, and total using fixed-point rules.

Contractor-set pricing

AI may help review the request, but it does not set prices. The contractor enters and reviews every estimate amount.

Draft to decision

Publish a snapshot—not a moving target.

A published estimate preserves the content and totals the customer saw. Later changes use an explicit revision rather than silently rewriting the sent estimate.

Draft and edit

Refine the title, work sections, line items, tax, and notes before publishing.

Send a secure link

Publishing creates a scoped customer link for the estimate. The customer does not need a ScopeHand account.

Track status

See whether the current estimate is draft, sent, approved, or declined, with durable status history.

Contractor-controlled estimating

Keep the request, estimate, and decision together.

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