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.
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.
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.

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.
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