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Create estimating project folder and assign estimating task

Create estimating project folder and assign estimating task

Your estimate requests arrive without organized folders or tasks, delaying bid prep and risking missed bid dates. Get folders, a scope file, a task, and sheet entries so estimators can start same day.

Create estimating project folder and assign estimating task

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Overview

Estimate requests should create clear next steps—not scattered files and missed deadlines. This flow builds folders, a scoped brief, a prioritized estimating task, and sheet records so estimators can begin work within minutes and meet bid windows.

Create estimating project folder and assign estimating task