Features Trades Integrations How It Works Pricing Contact Sales
โœฆ Product Features

Everything you need, from plan to paid.

Estimoro is a complete estimating platform for specialty trades and general contractors. The AI does the takeoff; the platform carries that work all the way through proposals, e-signature, invoicing, scheduling, and the books โ€” without leaving the app.

โœฆ The whole platform

One app for the entire estimate lifecycle

Click any capability below to jump to the details โ€” or explore the dedicated pages for trades, integrations, scheduling, invoicing, and visualization.

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AI Assist

Plan Intelligence Pipeline

Upload a construction PDF and Estimoro's AI works it the way a senior estimator would โ€” identifying which pages matter, reading schedules and plans, and producing a confidence-scored quantity takeoff across all eight trades.

  • โœ“ Automatic trade-relevant page detection across the full set
  • โœ“ Streamed, real-time progress as each trade is analyzed
  • โœ“ Confidence scoring โ€” High / Medium / Needs Review โ€” on every line
  • โœ“ Source & evidence navigation: click a line to jump to the exact PDF page
  • โœ“ Rule-based validation layer catches geometry & code-count gaps

Built on advanced large language models with a deterministic fallback analyser for reliability.

Estimoro โ€” Analyzing plan set
Plan Intelligence Pipeline Live
Document ingested โ€” 34 pagesDone
Trade pages identifiedDone
HVAC quantity extractionDone
Electrical quantity extractionRunning
Estimate assemblyQueued
โœฆ62 line items extracted so far ยท 48 high confidence ยท 6 flagged for review.
Trade progress3 of 5 stages
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Estimating

A pricing engine tuned to your shop

Extracted quantities become a fully priced estimate in seconds using your own numbers. Configure once, then every estimate prices itself the way your team would.

  • โœ“ Labor rates by role, with per-department overrides
  • โœ“ Material pricing with product matching & verified costs
  • โœ“ Custom assemblies that bundle labor + material as one line
  • โœ“ Priority-ordered markup rules (overhead, profit, contingency)
  • โœ“ Per-trade scope summaries โ€” Scope, New, Existing, Codes, Notes
  • โœ“ Full revision history on every estimate

Estimate roles, edit line items, and export โ€” review flagged items before you send.

Estimoro โ€” Estimate pricing
Priced Estimate Auto-priced
Labor โ€” HVAC Installer ยท 86 hrs$7,310
Material โ€” verified catalog$12,940
Assemblies โ€” 4 applied$3,180
Markup โ€” Overhead 12% ยท Profit 18%$5,890
Estimate Total$29,320
โœฆPriced from your org's labor rates, material catalog, and markup rules.
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Proposals

Win the bid with a proposal that closes

Turn any estimate into a clean, branded customer proposal. Share a link, let the customer review and approve online, then collect a signature โ€” all tracked back to the estimate.

  • โœ“ Customizable proposal templates with your branding
  • โœ“ Per-trade scope narrative the customer can actually read
  • โœ“ Customer preview & secure public share links
  • โœ“ Online approve / decline with revision history
  • โœ“ DocuSign e-signature sent straight from the estimate
  • โœ“ Export to PDF or push to cloud storage automatically

See the full signing & export options on the Integrations page.

Estimoro โ€” Proposal #P-2026-0142
Customer Proposal Sent
Proposal viewed by customer2ร— today
Scope summary โ€” HVAC + ElectricalIncluded
Sent for e-signature (DocuSign)Awaiting
Total contract value$29,320
โœฆApprove, decline, and signature events are logged on the estimate timeline.
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Get Paid

Invoicing that follows the job

Bill an approved estimate however the job runs โ€” a deposit up front, progress invoices along the way, and a final balance. A billing rollup keeps the whole set tied to the approved total.

  • โœ“ Multiple invoices per estimate โ€” deposit, progress, final
  • โœ“ Bill selected line items or a flat amount / percentage
  • โœ“ Sequential, per-tenant invoice numbering (INV-2026-0001)
  • โœ“ Payment recording with automatic balance-due tracking
  • โœ“ Secure public invoice links for your customers
  • โœ“ Push to QuickBooks Online or Xero in one click

See the deep dive on the Invoicing & Payments page.

Estimoro โ€” Billing rollup
Estimate Billing 3 invoices
INV-2026-0118 ยท Deposit (30%)Paid
INV-2026-0131 ยท ProgressAwaiting
INV-2026-0140 ยท Final balanceDraft
Approved $29,320 ยท Invoiced $20,524$8,796 left
โœฆThe rollup warns on over-invoicing so the set always reconciles to the contract.
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Scheduling

One queue for follow-ups and job dates

Estimate follow-ups, job start and end dates, invoice due dates, and general tasks live on one calendar โ€” so nothing slips between a sent proposal and a paid invoice.

  • โœ“ Job start / end, estimate & invoice follow-ups, and tasks
  • โœ“ Invoice due dates overlaid automatically โ€” never stale
  • โœ“ Open / completed / canceled status on every item
  • โœ“ Two-way friendly sync to Google Calendar & Outlook
  • โœ“ Personal and shared organization calendars

See the deep dive on the Calendar & Scheduling page.

Estimoro โ€” This week
Calendar Synced
Mon โ€” Follow up: Apex proposalEstimate
Tue โ€” Job start: 82 East Las FloresJob
Thu โ€” INV-2026-0131 dueInvoice
Fri โ€” Site walk: Pacific MechanicalTask
โœฆItems mirror to your Google or Outlook calendar so the field sees them too.
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AI Visualization

Show the customer the finished space

Upload a photo of a kitchen, bath, or yard, describe the change in plain English, and get an AI render to share. Refine it in a chat โ€” "now add white cabinets", "show it at night" โ€” until it sells.

  • โœ“ Photo-to-render that preserves the room's real geometry
  • โœ“ Chat-style iterative refinement, turn by turn
  • โœ“ Shareable visualization links for the customer
  • โœ“ AR measurement on mobile โ†’ suggested materials
  • โœ“ Per-organization AI image credits keep costs predictable

See the deep dive on the AI Visualization & AR page.

Estimoro โ€” Visualization session
Kitchen Remodel AI Render
Turn 1 โ€” "modern white shaker cabinets"Done
Turn 2 โ€” "quartz counters, brass pulls"Done
Turn 3 โ€” "show it at golden hour"Generating
AR measure โ†’ suggested materials12 lines
โœฆ1 AI image credit per chat turn ยท share the final render with a link.
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CRM

Customers, projects, and documents โ€” connected

A lightweight CRM sits under everything. Each customer rolls up their projects; each project holds its plan documents, estimates, proposals, and invoices in one place.

  • โœ“ Customer records with full project & billing history
  • โœ“ Projects that organize documents, estimates, and invoices
  • โœ“ Tenant-wide Estimates and Invoices list views
  • โœ“ Document upload, page-by-page viewer, and takeoff review
  • โœ“ A dashboard that surfaces what needs attention next
Estimoro โ€” Customer: Apex Construction
Customer Overview 4 projects
82 East Las FloresIn progress
4600 Poe Ave โ€” Tenant ImprovementEstimating
Open estimates3
Outstanding invoices$8,796
โœฆEverything for a customer โ€” plans, estimates, proposals, invoices โ€” in one view.
๐Ÿ”Œ Integrations

Connects to the tools you already run

Sync your books, push files to the cloud, alert your team, and automate workflows. Explore the full directory on the Integrations page.

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Accounting

QuickBooks Online & Xero โ€” sync customers and push invoices.

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Calendar Sync

Google Calendar & Microsoft Outlook two-way sync.

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Cloud Storage

Drive, OneDrive, SharePoint, Dropbox, Box, S3, Backblaze, Wasabi.

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Notifications

Slack, Microsoft Teams, WhatsApp, and email alerts.

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Automation

Outbound webhooks for Zapier, Make, or your own endpoint.

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E-signature

DocuSign signing sent right from a proposal.

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Payments

Stripe online invoice payments โ€” coming soon.

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API Access

Programmatic access on the General Contractor plan.

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Trust & Security

Built multi-tenant from the ground up

Every organization's data is fully isolated, every table is tenant-scoped, and access is governed by roles that match how estimating teams actually work.

  • โœ“ Complete tenant isolation between organizations
  • โœ“ Role-based access โ€” Estimator, Manager, Viewer, Admin
  • โœ“ Verified signup with email + SMS one-time codes
  • โœ“ Granular permissions on projects, estimates, and settings
  • โœ“ Plan limits & usage metering with an AI credit budget
Estimoro โ€” Org & roles
Access Control Isolated
Admin โ€” full access1 seat
Manager โ€” estimates & proposals3 seats
Estimator โ€” takeoff & pricing6 seats
Viewer โ€” read only2 seats
โœฆVerified email + SMS at signup ยท data never crosses an organization boundary.
โœฆ Get Started Today

See the whole platform in action

From AI takeoff to a paid invoice, Estimoro carries the work end to end. Get in touch and we'll walk your team through it.

Reach us at sales@estimoro.com ยท We respond within 1 business day