Estimate Builder

Quickly create a customer estimate by filling in the details below. No data ever leaves your desktop browser (there is no database)! Use the buttons below to:

Import Estimate: Paste a previous estimate in as a starting point. This will come from the last page in a saved PDF.
Save Estimate as PDF: Print to PDF to save the estimate below (including a configuration export for future importing).
Copy for Excel: Copies each engagement's summary table to your clipboard. Just paste into Excel (will lose formatting).
Clear Estimate: Clear everything below and restart.

Overview

The following information will be used for all engagements and projects. Notes are for internal use and reminders.

Estimate Title

Format should be: Client - Project - Year.
For example, Acme - Office Support - 2024

Estimate Notes

Anything you want to remember that isn't stored elsewhere.
For example, potential contract vehicle or scoping notes.

Add, remove, or reorder roles (labor categories) and ODC types.

Hourly Role Rates

Adjust the rates below (hourly).

Other Direct Costs

Populate the ODC rates below (per unit).

The {{ estimate.title }} estimate was prepared at: {{ new Date()?.toLocaleString() }}, using Estimate Builder v{{ pageVersion }}.

The role and other-direct-cost (ODC) rates below were used for the estimate:

Role Rates

{{ r.title }}: {{ r.value?.toLocaleString() }}

ODC Rates

{{ p.title }}: {{ p.value?.toLocaleString() }}

Internal notes for the estimate:

Each engagement is listed on a separate page, followed by the reusable estimate configuration.

{{ e.title }}
Estimate Configuration

Engagements

Engagements are a collection of individual projects. Each engagement will receive its own pricing table and timeline view (e.g. base year and option years).

Currently configured engagements are listed below.

{{ e.title }}

Edit {{ e.title }} Delete {{ e.title }} Copy {{ e.title }}

{{ e.title }} will run for {{ e.months?.toLocaleString() }} months and has a {{ e.rateMultiplier }} rate multipler.

Internal notes for the engagement:

Project Summary for {{ e.title }}

M{{ m }}
	[OPTIONAL] {{ p.team.reduce((sum, item) => sum + parseInt(item.value), 0).toFixed(1) }} people {{ p.title }}

Deliverables	ROM
Deliverables Subtotal	{{ engagementRom.base.team.rounded.toLocaleString() }}
ODCs	{{ engagementRom.base.odcs.rounded.toLocaleString() }}
Engagement Total	{{ (engagementRom.base.team.rounded + engagementRom.base.odcs.rounded).toLocaleString() }}

{{ e.title }} - Optional Tasks

Deliverables	ROM
Deliverables Subtotal	{{ engagementRom.optional.team.rounded.toLocaleString() }}
ODCs	{{ engagementRom.optional.odcs.rounded.toLocaleString() }}
Engagement Total	{{ (engagementRom.optional.team.rounded + engagementRom.optional.odcs.rounded).toLocaleString() }}

[OPTIONAL] {{ p.title }}

Edit {{ p.title }} Delete {{ p.title }} Copy {{ p.title }}

{{ p.title }} will run for {{ p.months?.toLocaleString() }} months, starting in month {{ p.monthStart?.toLocaleString() }}, and be a team of {{ p.team.reduce((sum, item) => sum + parseInt(item.value), 0).toFixed(1) }} people. This is an optional project.

Internal notes for the project:

Role	Rate	People	Hours	Total
{{ row.title }}	{{ row.rate.toLocaleString() }}	{{ row.quantity.toLocaleString() }}	{{ row.hours.toLocaleString() }}	{{ row.total().raw.toLocaleString() }}
Project Total	{{ rom.team.grandTotal.raw.toLocaleString() }}
Rounded Estimate (25K increments)	{{ rom.team.grandTotal.rounded.toLocaleString() }}

ODC Item	Cost	Amount	Total
{{ row.title }}	{{ row.rate.toLocaleString() }}	{{ row.quantity.toLocaleString() }}	{{ row.total().raw.toLocaleString() }}
ODCs Total	{{ rom.odcs.grandTotal.raw.toLocaleString() }}
Rounded Estimate (5K increments)	{{ rom.odcs.grandTotal.rounded.toLocaleString() }}

Estimate Configuration

You can copy and import the configuration below into the Estimate Builder to start with a baseline for the next one!

{{ estimate }}