Estimating & quotes

They see the price. Not your margin.

Price every line by cost and markup — then send a proposal that shows neither. Your client picks their options, signs online, and the accepted bid becomes your project budget. No re-keying, no leaked margin.

Cost & markup stay privateAccept online, no loginAuto-seeds the budget
app.crewhelix.com Illustrative
Suite 200 — Tenant Improvement
Quote #QUO-000042 · your working view
Draft
Illustrative example — not live data
Line Cost Markup Sell
Demolition & prep$6,20020%$7,440
Framing & drywall$22,80018%$26,900
Electrical rough-in$14,80015%$17,020
HVAC & controls$12,50016%$14,500
Premium storefront ALTERNATE$9,00020%$10,800
Margin 14.5%
Sell total · base scope
$65,860
The redacted quote

The same quote — your version, and theirs.

You build one quote with cost, markup and margin. What your client opens is a different document — scope and price, with no cost fields anywhere on it. Whether you're a GC bidding an owner or a sub quoting a GC, your numbers stay yours.

What you build
Your working view Illustrative
Illustrative example — not live data
LineCostMarkupSell
Demolition & prep$6,20020%$7,440
Framing & drywall$22,80018%$26,900
Electrical rough-in$14,80015%$17,020
HVAC & controls$12,50016%$14,500
Margin 14.5% Cost, markup & margin — internal only
What your client sees
crewhelix.com/quote/… Illustrative
Illustrative example — not live data
ScopePrice
Demolition & prep$7,440
Framing & drywall$26,900
Electrical rough-in$17,020
HVAC & controls$14,500
Total
$65,860
Accept & sign

Redacted by design, not by a toggle. On the client copy the cost, markup and margin columns don't exist at all — so there is nothing to remember to hide, and nothing to leak.

Start from a template. Price in minutes.

Sections and lines, priced by cost and markup so the sell number derives itself. Read any quote as a total, a percentage, or a rate per square foot.

Start from anything

Spin up a new quote from a starter library grouped by industry, one of your own templates, a past quote, or straight from a live project budget. Save any quote back as a template — pricing and all.

Four kinds of line

Standard, Allowance, Contingency and Alternate. Alternates are optional upgrades your client can toggle on the quote itself — left out of the total until they pick them.

Three ways to read it

Flip the whole quote between a sell total, % of total per line, and $ per square foot — the lens that makes a number make sense to whoever's asking.

Cost-coded, cross-referenced

Code every line and cross-reference CSI ↔ OCC, so the estimate speaks your accountant's language — and seeds a clean, coded budget the moment it's accepted.
Send · accept · prove

A send button that keeps you honest.

The send-gate

You can't send until every line is cost-coded, the quote carries a real total, and there's a client email on file. Half-finished bids don't go out the door.

Accept online, no account

Your client opens a link, reviews the scope, toggles any Alternates to change the total, then confirms their name and the email and quote number you sent them, and agrees. No login, no app to install.

Proof it was them, on that scope

Every acceptance is stamped with a timestamped receipt and a locked snapshot of exactly what they approved — so "that's not what we agreed" never happens.
crewhelix.com/quote/… Illustrative

Illustrative example — not live data

Suite 200 — Tenant Improvement
Quote #QUO-•••042 · valid through Aug 30
Accepted total$76,660
Your name
Alex Moreno
Email you were sent this at
alex.moreno@example.com
Quote number
QUO-000042
Accept & sign Decline
Draft Sent Accepted or Declined · Void — every step on the record

The winning bid becomes your budget.

The moment a quote is accepted, CrewHelix turns it into the project's budget baseline — every section a phase, every line a budget line, with the quote and its revision recorded as the source. No re-keying, no lost context.

Budget & Cost
Track the baseline against committed, actual, forecast and variance — every dollar from the accepted bid to closeout.

Win the next one.

Estimating is included on every plan — build, send and win from the same place your jobs run.