templates
Construction Estimating Software
Win more bids. Build the estimate once. Use it for everything.
Ressio estimates flow directly into your proposals, budget, change orders, and invoices. No re-entering data. No version confusion. Just one number that travels through the whole job.
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Estimate · Baumann Family Kitchen
| Item | Qty | Unit Cost | Cost | Markup | Client Price |
|---|---|---|---|---|---|
| Sitework & Excavation | |||||
| Excavation & grading | 1 | $29,250.00 | $29,250.00 | 15% | $33,637.50 |
| Foundation labor | 1 | $30,000.00 | $30,000.00 | 15% | $34,500.00 |
| Framing | |||||
| Framing labor | 1 | $45,000.00 | $45,000.00 | 18% | $53,100.00 |
| Framing material | 1 | $38,400.00 | $38,400.00 | 12% | $43,008.00 |
| Finishes | |||||
| Flatwork labor | 1 | $51,401.40 | $51,401.40 | 15% | $59,111.61 |
| Cabinetry & millwork | 1 | $42,800.00 | $42,800.00 | 20% | $51,360.00 |
Cost $236,851 Markup $40,366 Client total: $277,217
Trusted by
- Halm & Perkins
- Ironstar Builders
- Olson & Jones
- Stallion Homes
- Falconeiri
Estimating built for custom builders — not spreadsheets
A flexible two- or three-tier structure, reusable cost catalog, built-in markups, and a proposal that goes out in one click.
Estimate
| Item | Qty | Unit | Total |
|---|---|---|---|
| Site Work | 100 | $7,300 | |
| Excavation | Apex | 1 | $4,200 |
| Grading | 1 | $3,100 | |
| Foundation | 200 | $9,800 | |
| Footings | 1 | $9,800 | |
| Concrete | 42 cy | $6,400 | |
| Rebar | 1 | $3,400 |
Categories, cost items, and cost details — structured your way
Build estimates with the structure that fits how you work. Use NAHB, CSI, NARI, or your own custom divisions. Add cost items under each category, and optionally break them into a third tier of cost details for complex line items. Every project you build automatically becomes a reusable template.
- Two-tier (categories + cost items) or three-tier (add cost details) — your choice
- Pull from your cost catalog — start typing to auto-populate templated items with pricing
- Assign vendors and cost codes to individual line items
- Customize columns — show or hide fields based on what you need
Markups that calculate themselves
Set your markup once — Ressio calculates builder cost, markup, and client pricing automatically as you enter quantities and unit costs. Adjust markups at the item level or across the whole project. No more manual math or formula errors in spreadsheets.
- Quantity × unit cost auto-calculates builder cost, markup, and customer price
- Customize cost types — Labor / Materials / Other
- Apply builder fee markups at any level — item or project-wide
- Lock the estimate once approved to freeze the original budget
From estimate to proposal — in one click
When your estimate is ready, create a polished client proposal directly from it. Auto-populates with your line items, descriptions, and totals. Customize what the client sees, add your terms and conditions, and release via magic link for e-signature — all without leaving Ressio.
- Customize client visibility — show or hide quantities, costs, and markups
- Add terms and conditions and signature lines
- Release via email magic link — client signs without needing a login
- Approve on behalf of clients who've signed outside Ressio
The estimate IS the budget — no reconciliation needed
Once your proposal is approved and the estimate locked, it becomes your live budget. Change orders, selections, and actuals all flow back to the same number. There's no separate budget to maintain, no spreadsheet to reconcile at month-end.
- Locked estimate becomes the original budget baseline
- Change orders created directly from estimate line items
- Selections and allowances tracked against the same structure
- Budget vs. actuals visible in real time — no manual reconciliation
Frequently asked questions
How does estimating work in Ressio?
Ressio estimates are built in a two- or three-tier structure: categories (divisions), cost items, and optional cost details. You enter quantities and unit costs, set markups, and Ressio calculates builder cost and client pricing automatically. Once complete, you create a proposal directly from the estimate and release it via magic link for client approval.
Does Ressio estimating integrate with QuickBooks Online?
Yes. Cost codes in Ressio connect directly to QuickBooks Online Products & Services. When you sync, your estimate line items map to the correct QBO accounts — no double entry, no manual reconciliation.
Can I use templates for estimates in Ressio?
Yes. Every project in Ressio automatically becomes a reusable template. You can also build dedicated estimate templates and apply them to new projects in one click. Templates can be customized — add your standard categories, cost items, and pricing, then pull them into any project.
What's the difference between an estimate and a proposal in Ressio?
The estimate is your internal cost structure — categories, line items, quantities, markups, and builder costs. The proposal is the client-facing document generated from your estimate. You control what the client sees (quantities, pricing, markups) and customize it with your terms, conditions, and signature line before releasing.
How does Ressio handle change orders from the estimate?
Change orders in Ressio are created directly from the estimate. When a cost item changes after the estimate is locked, Ressio flags it as a pending change. You create a change order from that flagged item, adjust client visibility, and release it for approval — all without leaving the estimate workflow.
Can clients sign proposals electronically in Ressio?
Yes. Once your proposal is ready, release it via email. Your client receives a magic link and can approve and sign electronically without needing a Ressio account or login. You can also approve on behalf of a client who has signed a physical copy.
What is the cost catalog in Ressio?
The cost catalog is your library of reusable cost items with predefined descriptions, unit types, and pricing. Start typing in any estimate field and Ressio pulls matching items from your catalog. It speeds up estimating significantly and keeps your pricing consistent across projects.
Can I lock my estimate in Ressio?
Yes. Once your proposal is approved, lock the estimate to freeze the original budget. Locking prevents unintended changes and establishes your baseline for tracking actuals. Any cost changes after locking flow through change orders — keeping your budget history clean.
One Connected System.
See Ressio in a free demo. No pressure, no lengthy sales cycle — just a real look at how it works for your business.