The quoting tool replaces the spreadsheet-to-PDF chain. The engineer who scopes the project enters it once; pricing, review, and the client-ready document happen in the same place.

One record, from first scope line to the PDF the client opens. Nothing is retyped, reformatted, or re-attached.
01The engineer who walked the site enters the scope — line by line, or from a saved template for repeat project types.
02Line items price against the governing rate sheet. The fee is a sum of scoped work, not a guess.
03Scope, fee, and terms are checked on one screen before anything leaves the office.
04The client-ready PDF generates to the firm's document standard. No formatting step, no print dialog.

Repeat project types — septic evaluations, ALTA surveys, Phase I ESAs — start from a saved template: scope lines, exclusions, and terms pre-filled. Adjust what differs; the rest is already right.

Maintain separate rate sheets — standard, municipal, negotiated master agreements — and pick the one that governs the job. Every line item prices from the sheet on record, not from memory.
Scope changes on the site, not at a desk. An estimator standing on the job can recall a sent quote from their phone and issue the change order before leaving — screens built for sunlight, with high contrast and thumb-sized targets.

