Estimating

Professional estimates in minutes, not hours

Build itemized estimates or polished proposals. Send for online approval. Convert to projects with one click. No re-entry.

Why contractors switch

Contractors using Werx build estimates in half the time. Reusable templates, material libraries, and one-click project conversion mean less office work and more time on the job.

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How it works

From bid to project in 3 steps

1. Build your estimate

Use itemized line items or full proposals with terms, scope, and pricing. Pull from your product library to save time.

2. Send for approval

Email directly to the client. They review, sign, and approve online - no printing or scanning.

3. Convert to a project

One click turns an approved estimate into a live project. Line items and pricing carry into the schedule of values.

Estimating

Two formats for every job

Use itemized estimates for quick line-by-line quotes. Use proposals for complex jobs with scope, terms, and cost breakdowns. Both look professional. Both send for online approval.

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Efficiency

Reusable term templates

Create templates for payment terms, inclusions, exclusions, and warranties. Apply them to any estimate with one click. Stop retyping the same language on every bid.

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Approvals

Online customer approval

Send estimates to clients by email. They review, approve, and sign online. Attach plans, specs, or photos. No printing. No scanning. You get notified the moment they say yes.

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Workflow

One click from estimate to project

Convert any approved estimate into a project. Line items, descriptions, and pricing carry over. Schedule of values is ready from day one. No re-entry.

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Everything included

Built for speed and accuracy

Product & service library

Save materials, assemblies, and labor items. Reuse across estimates instantly.

Reusable term templates

Payment terms, warranties, and exclusions - create once, apply anywhere.

Online customer approval

Clients approve and sign estimates digitally. You get notified immediately.

Professional formatting

Clean PDFs that make you look like a bigger company.

One-click conversion

Approved estimates become projects with the schedule of values already set.

Attachment support

Attach plans, specs, photos, or any file to the estimate.

Trusted by Contractors

Contractors love Werx for estimating

G2

“WERX has improved project predictability and automated all project management processes.”

Capterra

“Customer service is amazing and all the services you get for one low price just can't be beat. Highly recommend!”

Capterra

“We implemented this software to our office staff and within a week everyone was able to run our day to day operations as normal.”

FAQ

Estimating questions

What is the difference between itemized and proposal estimates?

Itemized estimates are line-by-line quotes for straightforward jobs. Proposals include scope descriptions, terms, and full cost breakdowns for complex work.

Can I attach documents to estimates?

Yes. Attach plans, specs, photos, or any file. Attachments go with the estimate when you send it to your client.

How does online approval work?

Your client gets an email link. They review the estimate, approve, and sign digitally. You get notified instantly.

Can I reuse terms across estimates?

Yes. Create term templates once. Apply them to any estimate with one click.

What happens when I convert an estimate to a project?

All line items and pricing carry into the new project's schedule of values, along with estimate notes.

Does Werx handle residential and commercial estimates?

Yes. Itemized and proposal formats work for any job size - from a simple repair to a multi-phase commercial build.

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