How to build estimates in ConGenius

The estimating workflow

Step 1: Add

to organize your estimate, or skip to "Items"

Step 2: Add

& set quantities to your estimate to figure what the job will cost

Step 3: Add

to cover your overhead & profit, taxes, fees & discounts on

Step 4:

allows you to customize the level of detail you want your customer to see

Organize your estimate by trades, rooms, or custom sections

Create line items or search from "Catalogs" to add items to your estimate.

Note: You have access to over 200,000 Home Depot items and a growing number of preloaded costs and assembly templates in the "ConGenius Catalog"

1. Manually add quantities for each item, or

2. Click

to set quantities with measurements

If you haven't created any digital measurements, 'Go to Measure' to measure from plans, photos, or sketches.

Add your markup, taxes, fees & discounts to ensure you make money on the job.

1. Set your markup by item type or markup everything to cover your overhead and profit

2. Add Fees (i.e "Contractor Fee") or Discounts (i.e. Military Discount)

Go to the "Preview" tab to customize the level of detail you want your customer to see on your estimate

After you customize your "Preview Settings" click the button to save time on the next estimate.

If you would rather watch a video, check out our "How to Create an Estimate in ConGenius"

If you have any questions about 'Estimates', contact Customer Success through the chat in-app or by emailing help@congenius.com.