How it works

One clear path from bid through closeout.

A locked baseline protects your history. Everything after it — revisions, field budgets, actual performance — stays traceable back to the estimate that started it.

01

Estimate

Build the estimate the way your company actually prices work — bid items, work packages, cost codes or a contractor-specific structure. Price it with real resource build-ups: labor with burden, equipment, materials, subcontractor quotes, crews and production.

Flexible structureNo forced hierarchy — use the breakdown that matches how your estimators already think.
Historical contextSee comparable prior jobs and unit costs while you're pricing, not after.
Maple Street Retail Sitework · E-26018Live · Revision 3
Direct cost budget$316,400
Overhead$25,312
Profit$42,908
Current bid$384,620
02

Finalize

Finalizing an estimate locks it as a permanent historical record. Need to change something after that? Revise into a new version — the original submission stays intact for comparison and audit.

Locked baselinesA finalized estimate can't be silently edited — it becomes the record you and your client both trust.
Clean revisionsLater versions build on the locked baseline without erasing what came before.
Completed EstimatesHistorical truth
Oak Street Utility Improvements · E-26004Awarded$635,000
Winthrop Water Service Replacement · E-26009Awarded$196,340
Cedar Avenue Drainage Improvements · E-26012Pending$742,880
03

Convert to a job

Turn the accepted estimate into an active job with a field budget: quantities, labor hours, equipment hours and production targets — the numbers your field team needs, without customer pricing or profit mixed in. Every change order also generates a branded, print-ready proposal letter — your company's name and identity on the document your client actually signs.

Field-safe numbersForemen see production targets and manageable cost, not the customer price.
Change ordersScope changes flow through proposal, acceptance and a revised contract and cost budget — tied back to the original estimate.
J-26005 · Change OrdersRevised contract $657,800
CO-001 · Additional drain crossingAccepted+$22,800
CO-002 · Unsuitable soil removal allowanceAwaiting decision+$43,200
04

Track actuals

Record installed quantity and actual hours as the job runs. Merezan compares planned versus actual — cost, production, schedule — so the next estimate starts from what really happened, not just what was assumed.

ESTIMATED$164.20
→
ACTUAL$158.90
→
NEXT ESTIMATEInformed
Winthrop Water Service Replacement · Closed89.6% historical detail coverage
Final contract revenue$201,750
Final actual cost$151,680
Gross margin$50,070