Connect qualified scope to a controlled proposal handoff.
ProBuilder OS connects qualification, detailed scope, one intentional project price, estimator-controlled payment terms, and client presentation. Estimators get a disciplined proposal workspace; clients get a professional document; owners keep visibility into the opportunity behind the number.
Set one total price and a fully flexible payment schedule
Issue a polished proposal for secure client acceptance and a signed receipt
Proposal workspaceMorgan detached ADU
Sample workspaceDraft proposal
PROP-2026-024 · Draft
Print / PDFEmail proposal
SR
Summit ResidentialResidential design-build contractor · Sample company
Project proposal$945,000Valid through August 29, 2026
Prepared forElena Morgan88 Selby Lane · Atherton, CA
Project600 sq ft detached ADU · Design-buildPrepared July 30, 2026 · Maya Chen
01 · Project understandingDetailed scope of work
Provide project coordination and complete construction of the detached ADU described in the approved project documents, including site preparation, building systems, finishes, inspections, and closeout.
A construction estimate influences the sale, the client’s expectations, the production budget, and the eventual margin. When scope notes live in one place and pricing in another, teams lose assumptions, duplicate data, and struggle to explain revisions.
01
Scope stays connected
Start from a real opportunity with the client, project type, location, and budget context already available.
02
Pricing stays intentional
The estimator sets the exact project total while detailed scope, inclusions, exclusions, and clarifications explain what that price includes.
03
Documents look professional
Present company and client details, scope, one total price, custom payment terms, exclusions, and proposal acceptance in a polished document.
Connected capabilities
Everything important stays attached to the work.
Use focused workflows for each responsibility without creating another isolated source of truth.
01
Detailed scope of work
Write the client-facing scope directly or, in an eligible Pro or Business workspace participating in the controlled rollout, start with an optional AI-assisted draft and review it before use. Separate inclusions, exclusions, and clarifications without exposing internal cost or margin calculations.
02
One total project price
Enter the complete proposal price directly. ProBuilder OS preserves that exact number from proposal approval through project handoff.
03
Flexible payment schedule
Add, remove, name, price, and describe payment entries so the schedule matches the way your company intends to bill.
04
Estimate status
Track draft, sent, approved, rejected, and expired proposals. Create review-required revisions while preserving each original proposal.
05
Professional output
Create a printable proposal with a true cover page, contractor and client details, scope, payment terms, and exclusions. Issue a complete version for authenticated client acceptance and a downloadable signed receipt.
06
Lead connection
Keep the estimate attached to the sales opportunity and visible from the customer’s lead history.
A cleaner estimating process
Define the scope, set the total, and present it clearly.
A repeatable estimate workflow makes review easier for the team and the decision easier for the client.
Start with the client, project, budget, and qualification record instead of rebuilding the basics.
2
Build the proposal
Write the detailed scope—or, where the controlled rollout is enabled, generate an optional AI-assisted starting draft for contractor review—enter one total project price, and create payment entries that equal that total exactly.
3
Review scope boundaries
Make inclusions, exclusions, site conditions, responsibilities, and unresolved selections explicit before the document leaves the office.
4
Issue the exact version
Freeze the completed proposal for authenticated client review. Acceptance binds to that exact version, creates a signed receipt, and requests a separate construction agreement rather than replacing one.
The operating difference
Make every estimate easier to review and easier to hand off.
Before
Work gets reconstructed.
Old spreadsheets copied for each new client
Scope and pricing stored in different folders
Payment terms rebuilt for every proposal
Client PDFs rebuilt by hand
With ProBuilder OS
The record moves with the job.
Detailed scope with explicit inclusions, exclusions, and clarifications
Scope, boundaries, and one total price together
Estimator-controlled payment schedules
A consistent, branded proposal document
Product rollout clarity
See what works now—and what is coming next.
Start with the connected workflows available today. Planned capabilities stay labeled clearly while ProBuilder OS continues to expand.
Available in the current product
Lead-connected estimates
One estimator-set total proposal price
Detailed scope, inclusions, exclusions, and clarifications
Fully editable payment schedules
Draft, sent, approved, and declined statuses
Optional AI-assisted scope drafts for selected eligible Pro and Business workspaces in a controlled rollout
Secure hosted client acceptance with downloadable signed receipts
Coming next
Reusable scope libraries and assemblies
Vendor quote comparison
Accounting and supplier integrations
Questions, answered
What contractors should know.
Can ProBuilder OS create residential construction estimates?
Yes. The current workspace supports residential project context, detailed scope, one total proposal price, custom payment schedules, inclusions, exclusions, clarifications, statuses, printable documents, secure client acceptance, and signed receipts. Eligible Pro and Business workspaces in the controlled rollout can also generate an optional AI-assisted scope draft that the contractor must review and edit before use.
How is the proposal price set?
The estimator enters one exact total project price, then creates fully editable payment entries that must add up to that total before the proposal can be sent.
Does ProBuilder OS calculate takeoffs or material and labor costs?
A limited takeoff pilot can suggest selected door, window, and plumbing-fixture counts from a contractor-confirmed plan region, with every result requiring review. It does not yet provide a complete plan takeoff, linear or area measurement, or labor and material cost calculation. The estimator completes the company's pricing and enters the exact total.
Is estimating connected to the CRM?
Yes. Proposals are created from qualified leads and remain visible from the lead record, keeping sales activity, scope, customer information, total price, and payment terms connected.