Estimate Software

An estimate is only as good as the rules behind it. This is the pricing engine: your hourly rates, long-distance tariffs, surcharges, seasonal pricing and add-ons, configured once — then the estimate builds itself from the inventory and the logistics, goes out as a branded PDF, and becomes the Bill of Lading without anyone re-typing it.

How it works

• A lead lands in your pipeline — from a website widget, a call, or entered by hand.
• The service type sets the formula: Local (hourly), Long Distance (by cubic feet or weight, with tariffs by state and district), Flat Rate, Commercial, Packing Day, or Moving & Storage.
• Volume comes from the AI inventory or the home size — 10 categories from "a room or less" to a four-bedroom house.
• The system auto-selects crew and trucks by cubage, floor and access, and adds travel time.
• Surcharges apply — stairs, long carry, elevator, fuel, equipment, packing, valuation — on top of your seasonal and peak / off-peak rates.
• Any edit that affects price recalculates automatically.
• Out comes a branded PDF estimate in one click, plus a client link and a deposit.
• The approved estimate becomes a DOT Bill of Lading — and signatures auto-void if the price changes after signing.

What you get

• Six service types in one calculator — local, long distance, flat rate, commercial, packing day, moving & storage.
• Auto crew-and-truck selection by cubage, floor and access, with travel time built in.
• Long-distance tariffs by state and district, with weight and volume tiers.
• Seasonal and calendar rates, plus peak / off-peak pricing.
• A surcharge engine — fuel, stairs, long carry, elevator, equipment, travel fee, packing and valuation.
• An add-on services catalog — piano, crane, storage, whatever you sell — and automatic US sales tax by state.
• A branded PDF that emails itself with the estimate attached.
• Estimate becomes contract with no re-entry — the inventory and totals flow into the DOT Bill of Lading with e-signatures, geolocation and timestamp.
• Estimated vs actual on every job, in your P&L and analytics, so you can see exactly where a price slipped.

Why it's different

Most new tools give you a clean UI and a shallow calculator; the older ones give you a deep calculator and no AI. This is the depth of a legacy CRM with AI on top. The estimate and the legal document are the same data — not "export a PDF and re-type it into the BoL." Payment rails are yours: five processors on your own merchant accounts, no lock-in, and we never hold the cards. Your data is isolated per company at the database level — not a shared table with a company_id column — and the platform is genuinely multi-tenant: your own domain, your payroll, your P&L, your depots, movers auto-authorized by pickup address, all in one login from lead to estimate to contract to dispatch to field app to payment to payroll to storage to reporting.

The numbers

• 95 configurable settings — your rates, your rules, on day one.
• 6 service types, 10 home-size categories, 10 furniture categories.
• 5 payment processors, on your own merchant accounts.
• A separate, isolated database per company — not a shared table.
• Estimate → Bill of Lading: zero re-entry.