Features
T&M Estimates
This feature gives you the ability to create a Time and Material Estimate. Once it’s approved by your customer it can be converted into a Price Book.
Create Estimates quicker
Save time by creating Estimates in the field using a tablet and don’t lose momentum with new opportunities.
More profitable outcomes
Quickly track margins while creating Estimates to ensure a profitable outcome.
Easily apply discounts or markups to items
About Estimates
Create and send accurate Estimates. Fast.
Ensure your Estimates are accurate and create them efficiently so you can keep projects moving.
Create, review, and approve Estimates from anywhere.
Estimates can be created on Aimsio’s web app or mobile app.
- Set up different rates.
- Attach your estimate to a Job.
- Create packages by applying discounts or markups to an individual or a bundle of items.
Send your Estimates for approval
- Send your Estimates to your customer for their approval using the Client Portal.
- Speed up your bid creations and revision processes.
Easily convert you approved Estimates into Price Books
Once your Estimate has been approved, you can easily convert it into a Price Book, which will be attached to the Job.
- Eliminate double-data entry and errors.
- Improve efficiency.
Find this feature in the following plans
- Aimsio Essentials
- Aimsio Performance
- Aimsio Ultimate
Other Features
Explore some other features
Take a look at all of Aimsio’s features
Jobs
Create and manage projects in one, accessible hub. Track progress, store documents, and set up mobile users for success in the field.
Price Books
Flexible Price Books let you customize rates for Jobs. Apply markups or discounts and effortlessly manage your pricing strategy.
Timesheets
Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.
Tickets
Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.
Invoices
Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.
Client Portal
Send Tickets, Estimates, or Change Orders for electronic approval. Customize the logo, email subject, and message for a great impression.
Integrations
Unlock your full potential with integrations
Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.
Want to see this feature in action?
Get a personalized demo with us to learn more about how this and other features can evolve your field operations.