Estimates Overview

The two estimate types

Werx has two estimate types, and both can be sent to the client for digital approval:

• Itemized estimates break the job into priced line items with markup, discount, and tax. Use them when the client expects to see the numbers behind the price.
• Proposal estimates describe the scope of work in writing with a price summary. Use them when the written pitch matters more than a line-by-line breakdown.

Both types can carry your reusable estimate terms, and an approved estimate can become the starting point for the project so your numbers carry over instead of being retyped.