Public recordAssumed
An address is enough to start.
Type a property address and Estimate AI pulls year built, stories, roof cover and building area from public records, then prices a first pass before anyone drives out to look.
MeasuredAssumedCatalogPublic record
Every number says where it came from.
Measured, Assumed, Catalog and Public record — each value on an estimate carries its own source, so a reviewer can tell at a glance what was known and what was inferred.
Catalog
Revise without overwriting.
A revision is a new version of the estimate, not an edit to the old one — the figures a client has already seen stay on the record exactly as they were sent.
AssumedMeasured
Confirm the measurements on site.
Replace an assumed pitch, slope or square count with what the crew actually measured, and the estimate re-prices around the confirmed value.
Catalog
Your pricebook, your rules.
Organization pricing and estimate rules inherit the platform defaults until you override them, and every setting shows which tier the value in force was resolved from.
Public recordCatalog
Bring a whole list in at once.
Import addresses from a CSV and each one is enriched and priced on the way in, so a route’s worth of properties arrives as estimates rather than as a spreadsheet.
Measured
Signed proposals keep their receipt.
A client accepts by typing their name, and the acceptance is stored against the exact version of the proposal they were shown, with the time it was accepted.