From a new job to a professional electrical proposal.

Start or open the estimate

Set up the job in the browser-based software and establish the estimate you will build from the plans.

Organize the project sections

Create sections that reflect the way you intend to take off and review the job.

Build the takeoff with products and assemblies

Review the plans, enter quantities manually, and use products, assemblies, and labor units to develop the estimate.

Review material, labor, overhead, and profit

Enter current vendor prices or quotes when available, then review the complete estimate recap before finalizing the bid.

Prepare and preview the proposal

Use the reviewed estimate to prepare the customer-facing scope and finished proposal.

Purchasing, change orders and invoicing after the bid

When the customer accepts the proposal, create a job from the estimate. The same estimate information is available for purchasing materials and billing the customer.

Purchase orders. Use the material list from the estimate to prepare a purchase order. Check the quantities you need to buy before sending it to the supplier.

Change orders. If the customer adds receptacles after award, record the extra work on a change order for that job. Group the job and its change orders in a project to review the totals.

Invoices. Use the estimate information to prepare a customer invoice. Check the amount against the contract and approved changes before billing.

Read the Red Rhino product help for these workflows