Turn a Buildertrend estimate into a proposal.

Keep pricing in Buildertrend. Print the estimate to PDF and send it to me. It comes back as a proposal a homeowner can read.

Before

This is the first page of a real Buildertrend estimate for a garage turned into an ADU. The names and address are changed. The lines and prices aren't.

A Buildertrend estimate printout titled Contract for Construction Services, Okafor, ADU, 48 Alder Ct. A paragraph of contract language, then a table of items, descriptions and prices: General Conditions $26,136.00, Demolition $10,780.00, Site Work $15,361.50, Concrete $7,101.60, Rough Framing $24,393.60. — Page 1 of 7. It opens with contract language, then a long table.

It's all correct. But it's written for the people doing the work. The homeowner reads contract language first, then about 20 lines of trade terms. There are no photos. What isn't included is in the middle of a paragraph on page 3.

After

The same job, as a proposal. See every section.

The same line items in the proposal, grouped under General Conditions, Demo and Site Work at $52,277.50, with the original descriptions and prices. — The same lines, grouped under trades, each group with a subtotal.

What stays the same

Every line description, word for word.
Every price. The total is $265,262.25 in both.
Your allowances, listed as allowances.

What changes

The job in plain words goes at the top.
Lines are grouped under trades a homeowner knows, with a subtotal for each.
Photos of finished jobs like this one.
What isn't in the price, right next to the price.
It opens as a web page on their phone. There's still a PDF button.

How to send it

In Buildertrend, print the estimate or proposal to PDF, the same way you would to email it. Send me that file. You don't have to export anything else or connect your account.

Building ADUs? See what an ADU proposal should include.