Build your first estimate

From empty screen to client-ready PDF in under ten minutes.

Open the Estimate tab. This is the workhorse of V104 — every dollar that flows into Job Cockpit and Books starts here. You'll see three input methods at the top: Voice, Photo, and Manual. Pick the one that fits the job in front of you.

Estimate Readiness checklist

Before you can send, V104 runs a readiness check. It looks like this:

You can't send until everything reads green. This is intentional — it's the difference between a quote and a real estimate that won't get you in trouble later.

Voice, Photo, or Manual

Voice input — tap the mic and describe scope as you'd tell a foreman. AI parses and produces line items with quantities.

Photo capture — snap the room or roof, V104's AI suggests scope based on what it sees.

Manual entry — for the handful of items the AI gets wrong, or when you're working from a customer-provided spec.

Markup, contingency, and pricing mode

Set your markup percentage at the top of the estimate. Pick a contingency buffer: 5%, 10%, 15%, or 20%. Default is 10%. Bump it to 15-20% on full renos and 203K rehabs where unknowns are guaranteed.

Toggle Pricing Mode between Retail (what the client sees) and Trade-Wholesale (what your subs see). Same estimate, two views.

Versioning

Every estimate starts as R1. When the client wants changes, save as R2. V104 keeps every revision so you can show your work if the scope ever gets contested.

Sending to client

Once the readiness checklist is green, tap Send. V104 generates a branded PDF with your logo and license number, emails it to the client, and logs the send in the Pipeline. The lead automatically moves to Estimate Sent.