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EsiCalc 1.0
Estimating Platform
Authorized personnel only
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Customer Information
Project Details
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Roofing Estimate Pre-loads GAF Timberline HDZ material & labor rates. Reads Hover page 3 for roof measurements.
Hover Report — optional, skip if not available
Upload Hover PDF
Auto-fills all measurements & prices on create
Window Report — ProVia / Richlin PDF (or a photo of your scope sheet)
Upload Window Report
ProVia / Richlin PDF — auto-fills openings & order total
🪟 Drop a ProVia / Richlin PDF and we read every opening (size, style) plus the order total. Review and adjust in the editor after you create the job.
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EsiCalc 1.0

Estimates

All saved jobs — click any to open and edit

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Global Settings

Changes here apply to all new estimates

Company Information
Quote Defaults used as fallback when a template doesn't override

Warranty language, payment terms, and quote footer are now managed per template under the Quote Template tab — you can set different copy for Retail vs Insurance jobs.

Master Discounts apply by toggle on every estimate

Define discounts you offer consistently. Each new estimate will see them as toggleable options on the Discounts tab. The standard Cash / Check 3% ships built-in (no need to add it here) and is automatically voided when financing is selected.

Master Add-Ons Library single source of truth across all trades

Every add-on is tagged with one or more trades. On an estimate, only add-ons tagged for the current trade are shown. Four pricing types are supported — see the help text on each row.

Quote Template controls how customer-facing quotes look & read
Estimate's Job Type field

EsiCalc keeps a Retail template and an Insurance template per company. The right one auto-selects from each estimate's Job Type. Header label dynamically reads ESTIMATE for Retail and CLAIM INFORMATION for Insurance.

Header & Branding
No logo uploaded
PNG or SVG recommended. Drag-and-drop or click Upload. Stored in branding/{owner}/logo.{ext}.
Quote Style
Customer-Facing Visibility

Defaults hide all three. The customer sees descriptions + grand total only.

Subtotal Breakdown
Add-Ons Display
Section Scope Paragraphs prints under each trade section header
Includes & Notes Blocks
Payment & Warranty moved from Company tab
Signature Block
Team Members
Add New User
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EsiCalc 1.0
Roofing
Estimate
Job Scope Line Items Add-Ons 3D Design Discounts Documents
Saved

Job Scope & Measurements

Upload Hover report to auto-fill, or enter manually

Upload Hover ReportAuto-fills all measurements instantly
Customer Information
Project Information
Roof Measurements

%
Siding Measurements

Windows
Upload ProVia / Richlin reportAuto-fills the openings & order total — review styles after
$
#RoomW"H"StyleTempFloorNotesPrice
Labor options
Calculated trim / jamb from openings: 0 LF · (W+H)×2+12 per opening
Installation & Trimwork computed
Deck Trex · Full Build
Pricing Excel × 1.10 · $/sqft vs $100 market
🪵 Stairs, footings, the 3D model & the permit drawing all live under the 3D Design tab.

Line Items

Auto-populated from the selected package. Each line is a bundled customer-facing rate ($/SQ, $/LF, etc.)

Package
—
Default lines are auto-filled from Hover measurements

Copies this job — same customer & measurements — as a linked option priced with the chosen package. Line items start fresh from that package's rates.

Siding Type Allocation
Front Elevation Inventory

Pick the front faces below — Hover's cardinal FRONT is pre-selected from page-7, but it runs light, so click to add front-corner walls (e.g. SI-8). Front Siding SQ + Front Windows recompute from your selection. Then set Front Peak SQ + split the openings into doors/garages. Front Trim LF auto-estimates from the front opening counts — leave at 0 to use the estimate, or type a value to override.

Line ItemUnitQtyRateTotal

Add-Ons & Upgrades

Optional items — check all that apply. Filtered to current trade.

One-off add-on for this job — option to also save to the master library
New Custom Add-On
$

Discounts & Financing

Discount Programs
Financing Options shown on quote

Pricing

Per-estimate overrides — changes here only affect this job

Quote Line Items prints on customer quote

Each item prints with its name and bullet notes below it.

3D Design

Live 3D model — drag to rotate, scroll / pinch to zoom. Configure stairs, footings & the permit drawing here too.

Preview drag · scroll · pinch
Appearance visual only · doesn't change price
Stairs syncs 3D · drawing · price
Permit drawing MN R507 / DCA6
Auto-sizes joists/header/posts/footings per code + the selected city's fill-in worksheet & checklist. Add your site plan (lot-line distances) separately.

Documents & Photos

Job files, photos, Hover reports — all in one place

Upload Files Photos, PDFs, documents — click or drag & drop
Uploading…
📸 Photos & 3D Models
📄 Documents
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No files yet
Upload photos, PDFs, or your Hover report above
EST-0001
Pricing Breakdown
Base (calibrated rates)$0
Pricing Adjustment—
Adjusted Total$0
Discounts—
Customer Price
$0
— / sq
Your Profit (est.)$0
Pricing Adjustment 0%
−25%0%+25%
Your Profit $0
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Share Presentation
Private, phone-gated estimate page the customer opens on any device.
🔗 This job's link is live — reopening changes nothing until you hit Update
Presentations
Every share link you've created — copy, revoke, or delete.