The problem
The estimate that won the work should be the one delivery is held to.
The trade
What changes, and what it costs you today
Today
What this looks like before
- Bids live in a folder, estimates in a spreadsheet, quotations in a Word file.
- Nobody can say which version the client actually received.
- The delivery team inherits a price without the assumptions behind it.
None of this is anybody being careless. It is what happens when the record lives in more than one place.
Instead
From bid to contract without losing the numbers
Bids as recordsWhat was bid for, by when, and where it stands.
Estimates that become quotationsThe effort behind the price, kept with the price.
Superseded, never overwrittenA revision does not erase what the client was given.
Won work becomes a projectAgainst the same client record, with the same numbers.
All of it on Professional and above. Security is on every plan.
On the screen
Not a mockup
Bids and their deadlines
The modules behind it
What is actually doing the work
Named, so this page cannot promise something your plan will refuse — each one links to what it does and which tier holds it.
GrowthPre-Sales & BidsBids, estimates and quotations, with the numbers behind them.GrowthSales & CRMClients, contacts, pipeline and today's follow-ups.DeliveryProjects & DeliveryHours booked, work delivered, and what has not been billed.MoneyFinance & AccountingGST invoices, receivables and a ledger that balances.