G.J. Gardner

Patrick Haley

Estimating & Price Book Management

All the new features and improvements to estimating. Check back here for the latest releases.

What's new in estimating?

Frequently Asked Questions about estimating

FAQs

A step-by-step guide to creating a standard house plan estimate. Learn to clone templates, adjust cost centres, and finalise pricing.

How to Set Up a Standard House Estimate

House Plan & Catalog Maintenance

Learn why Contract Price may differ between ToP and estimate total, & understand how profit margins affect your final pricing calculations.

Understanding Contract Price Calculations in Estimates

Job-Level Estimating

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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