Overview
Start with a Template or Build from Scratch
Choose a saved Estimate Template or start building your estimate from scratch. Templates provide a head start with pre-set Cost Groups and Cost Categories, so your estimate is structured and organised from the start.Add Cost Items & Specifications
Break your estimate into Cost Groups and Cost Categories within each group. Add specifications to each line item to define whether it is a note, allowance, or included/excluded in the proposal. This ensures clarity for both your team and the client.Complete Take Offs
Measure directly from your plans using the Take-Off tool. Quantities are calculated automatically and added to your estimate for accurate material and labour costs.Stay Organised with the Checklist
The Checklist feature ensures nothing is missed, helping you review your estimate before sending it to your client.Request Supplier Pricing
Use the Request for Quote (RFQ) tab to send quote requests linked directly to your estimate. Accepted quotes seamlessly flow into future purchase orders, ensuring the budget is accurate.Send a Proposal
Create a Proposal from your estimate to send to your client for approval. Use Cost Options to present alternative selections. Once the client approves, the estimate automatically updates.Apply Markups
Finalise your pricing with a Global Markup or item-specific markups for each cost item.Convert to a Job
Once your client has signed the contract, convert your estimate into a Job to start full financial tracking for the entire build.
Using Multiple Estimate Versions in JACK
Multiple versions let you manage different options requested by your client without losing track of your estimate.
Example:
Version 1: Includes an Alfresco.
Version 2: Replaces the garage with a carport.
Each version keeps costs and options separate, so you can easily compare and send proposals, while your original estimate stays intact.
ℹ️Once you convert an estimate into a Job, all other versions are automatically archived. However, you can opt to save them as templates for future use.
Create a Client Proposal
ℹ️ Watch this short video on how to create a proposal from an estimate.
How to Print or Export your estimate to a PDF or CSV file
To export your estimate costings, navigate to Estimate > Costings within the relevant estimate. Click Actions on the top right corner of your screen, and a drop-down will appear. You can choose to Export Costings as a CSV or PDF to be easily shared with your staff or clients.
Check out this article on Creating Estimate Templates.