Prepared forWestview MechanicalStatusDraft
AHU Replacement — Building 2
Ductwork Materials1 LS$6,250
Air Handling Unit1 EA$8,900
Electrical1 LS$2,100
Controls & Sensors1 LS$1,400
QuoteFlow
Estimate-to-approval workspace
Make the estimate clear.Move the work forward.
Build one inspectable quote from scope, costs, selling price, and guarded approval states.
A working contractor workflow concept, not a claim about customer performance.
Fictional demo data · No signup, contact form, or transaction
Sample job · AHU Replacement — Building 2
QF-2405-187AHU Replacement — Building 2
DraftOverviewEstimateApprovals
Ductwork Materials1 LS$6,250
Air Handling Unit1 EA$8,900
Electrical1 LS$2,100
Controls & Sensors1 LS$1,400
Installation Labor1 LS$2,400
Commissioning1 LS$400
03 / Estimate builder
Build the estimate from inputs you can inspect.
Edit a fictional scope with labour, materials, quantities, and selling prices. The same record powers the working demo and its calculated summary.
- Visible inputsScope, units, costs, and prices
- Traceable totalsPrice, cost, margin, and markup
- Guarded statesNo approval step is skipped
JOBS / WESTVIEW MECHANICAL / QF-2405-187
AHU Replacement — Building 2
Building 2 · Six-item illustrative scope
Draft ready
#DescriptionQtyCostTotal
1Ductwork MaterialsLS · Illustrative line item1 LS$3,500$6,250
2Air Handling UnitEA · Illustrative line item1 EA$6,000$8,900
3ElectricalLS · Illustrative line item1 LS$1,200$2,100
4Controls & SensorsLS · Illustrative line item1 LS$800$1,400
5Installation LaborLS · Illustrative line item1 LS$1,200$2,400
6CommissioningLS · Illustrative line item1 LS$300$400
04 / Approval workflow
Make the next approval state explicit.
Review the customer-facing quote, record an explicit decision, and unlock scheduling only when the current state allows it.
Estimate readySent for review3Customer approval4Schedule next step
Approval activity
1 of 4 completeOne guarded record
- Estimate createdScope, cost, and selling price recorded.
- 2Sent for reviewAvailable after the draft action in the demo.
- 3Customer approvalRequires an explicit action in the demo.
- 4Schedule next stepUnlocks only after approval.
05 / Dashboard overview
Keep the estimate, status, and next action in one operational view.
This preview shows one fictional record. Counts describe the current demo state, not product usage, customers, or revenue.
Dashboard
- Active jobs
- 1 Illustrative record
- Awaiting approval
- 1 Current demo state
- Scheduled
- 0 Unlocks after approval
- Estimate value
- $21,450 Calculated from line items
Sample jobs
1 recordCurrent estimating work
JobStatusEstimateNext action
QFAHU Replacement — Building 2Westview Mechanical · Fictional dataDraft$21,450
Core benefits
One record, from scope to the next scheduled step.
Keep the work legible: inputs, calculated financials, approval history, and the next allowed action stay connected to the same record.
Accurate estimating
Build precise estimates with tested calculations and editable line items.
Reusable scope
Keep labour, materials, units, and selling price in one structured record.
Customer approvals
Move a quote through review and explicit approval without skipping a state.
Clear next steps
Turn an approved quote into a visible scheduling milestone.
Margin visibility
See cost, gross profit, margin, and markup update from current inputs.
Shared job context
Keep the customer, scope, estimate, and approval history together.
The product is the proof
Measurable inputs. Honest outputs.
Nothing here is customer performance or traction. Each figure is recalculated from the fictional estimate you can open, edit, and reset.
- 6 scope itemsCurrent sample scope
- $21,450 totalCalculated selling price
- 39.39% marginDerived from cost and price inputs
- 4 guarded statesDraft → review → approval → schedule
Working product concept
Open the working record.
Edit the fictional estimate, inspect the calculated output, and walk the approval path without leaving the demo.