Estimating
Residential, commercial, fleet, and holiday lights
Asphalt Maintenance
Seed V1's asphalt maintenance items into your Price Book, then price lot sealcoating, crack fill, striping, and patch repair from a measurement panel on the Generic Quote.
beginnerChristmas Lights Test App
Design, measure, price, and present residential Christmas light packages in the standalone pilot app.
intermediateCommercial quote to maintenance plan
Build a maintenance plan from a saved commercial estimate in V2 and copy it for Workiz, plus the V1 estimator reference.
beginnerCommercial Estimates
Build price-book-first commercial estimates for one property or a portfolio, with optional site, recurring-program, and contract details.
intermediateFleet Wash Estimates
Use the V2 Fleet estimate workflow, first-wash pricing, and private cost assumptions.
intermediateGeneric Quote Builder
Create custom quotes with manual line items for ad-hoc projects.
beginnerHoliday Lights Estimates
Build, price, send, accept, and schedule Holiday Lights estimates in the current V2 workflow, with the preserved V1 visual-designer reference.
intermediateMaintenance Plans
Review accepted maintenance-option plans, their generated visits, rollover, and cancellation in current V2.
intermediateMapMeasure
Use MapMeasure in the shared satellite workspace to trace roofs, footprints, lots, gutters, and other measurements directly on the map.
intermediateMargin Calculator
Understand your profit margins on every estimate before you send it, using the built-in margin panel on residential, commercial, and Holiday Lights estimates.
intermediateCentral Price Book
Manage services, products, prices, categories, thumbnails, and custom-item templates in one catalog.
intermediateProposals and PDFs
Preview, download, and send professional PDF proposals to your customers.
beginnerResidential Red Line Rubric
A sales-team rubric for pricing residential estimates with Red Line floor discipline, upside, commissions, and manager review.
intermediateResidential Estimate Wizard — V1 Reference
Reference the V1 three-step residential workflow while using the current V2 single-screen builder for live work.
beginnerSuds Club Membership
Build a recurring seasonal membership in the residential estimate builder, with one shared pricing engine across web and mobile.
intermediate