The Estimates workspace

A resizable list of every estimate on the left and the full pricing workspace for the selected one on the right — summary, materials, order, plans and details in tabs.

What it is

The single screen where an estimate lives between 'we drew it' and 'they signed it'. The left column lists every job with its stage colour, customer total and last-updated time; the right pane carries the tabs that price and package it. It is cache-first — estimates render from the local cache and fall back to a SmartBuild fetch, with a 10-minute freshness window so a browser left open overnight doesn't keep serving a stale estimate.

Also called: estimates tab · quote screen · estimate detail · list and workspace

See it
The Estimates workspace
CustomerBuildingAmountStatus
Ronan PetschBarndominium$8,800Sent
Ronan PetschEquipment Storage$5,570Draft
Ronan PetschRiding Arena$11,080Sent
Marlin Hoover40×64 Shop$9,180Paid
Ivy BrubakerRiding Arena$15,830Draft
The full two-pane Estimates screen (EstimatesView.tsx) — stage-coloured list on the left, Summary tab open on the right with Materials, Labor, Services and Customer Total stacked. Sample data — no customer information appears here.
How it works
  1. 1Estimates load from the cached copy (smartbuild_cache) first, so sorting and filtering never hit SmartBuild's rate limits.
  2. 2Selecting a job loads its estimate, job info, saved labor/markup/services blob and its live customer-funnel status.
  3. 3Tabs split the work: Summary (price it), Materials (what's in it), Order (what to buy), Building Plans (what to print), Details.
  4. 4A monotonic load sequence guards against a slow response for an old selection painting over a newer one.
  5. 5Neighbouring estimates are pre-warmed in the background, staggered two seconds apart, so the next click is instant.
Why we built it

Estimating lived in three places at once — the designer, a spreadsheet and whatever the rep remembered — so the number that went to the customer was assembled fresh each time and rarely twice the same way. The workspace puts labour, markup, services, colours, payment terms and what the customer is allowed to see on the same screen as the materials, so the price is built in one place. It keeps its own copy of the list so sorting and filtering don't call out to the estimating system on every keystroke, and after a tab has sat open for hours it refreshes rather than keep serving an estimate that has since changed.

The problem
  • Pricing spread across the estimating software, a spreadsheet and a notepad
  • Hitting the estimating vendor's rate limits just by browsing your own jobs
  • A stale estimate rendering hours after it changed
Sound familiar?
What you get
One screen from materials to customer total to send
Clicking between estimates is instant, not a fetch
Everything a customer will see is set where the price is set
What's inside

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

or keep browsing features →