Categories   >   Estimating and Invoicing Software
Last Reviewed: November 26th, 2024

Best Estimating and Invoicing Software Of 2024

What is Estimating and Invoicing Software?

Estimating and Invoicing Software is an indispensable tool for businesses to streamline their billing and quotation processes. The primary purpose of this software is to accurately estimate costs for services or products and subsequently generate comprehensive, professional invoices. This software solution addresses the potential inaccuracies and inefficiencies in manual estimating and invoicing which can cause discrepancies and delay payments. The software enhances financial management by facilitating accurate estimations, swift invoice generation, and robust tracking of payments and outstanding bills. Users can leverage its automatic calculation feature and pre-filled templates to save time. Businesses across industries benefit from this tool especially service-oriented sectors like consulting, freelancing, and construction. However, the interface may vary in user friendliness, and customization options may be limited. In summary, Estimating and Invoicing Software is a valuable resource that propels business productivity, efficiency, and professionalism in financial transactions, ensuring the much-needed cash flow continuity and client satisfaction.

What Are The Key Benefits of Estimating and Invoicing Software?

  • Accurate cost estimations
  • Swift invoice generation
  • Enhanced financial management
  • Reduces manual errors
  • Time-saving automated calculations
  • Professional invoice templates
  • Promotes payment tracking
  • Improves cash flow continuity
  • Fosters client satisfaction
  • Enables billing consistency
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Overall

Based on the latest available data collected by SelectHub for 54 solutions, we determined the following solutions are the best Estimating and Invoicing Software overall:

Buildertrend
Buildertrend
Start Price
$99
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Buildertrend

Buildertrend has an intuitive interface that is easy to use and navigate. It requires some time to get used to its tools because of the rich features available. Users can make proposals for bids, schedule, send invoices, collect payments, conduct surveys and more. It offers a portal where employees can conveniently view their running hours and corresponding pay. It streamlines coordination with clients, including sharing daily updates on the progress of building completion. It helps teams maintain better communication and keep track of progress. Some reviewers have noted that integration with Quickbooks requires a significant time investment. A few users wished for more customization options. Customer representatives respond quickly and provide answers that will effectively solve problems.

Pros & Cons

  • Comprehensive Tool: The system comes loaded with rich functionalities that simplify production and streamline workflows, as mentioned by all users who referred to functionality.
  • User Friendly: Offers a user-friendly interface that makes it easy to manage and navigate, as noted by all reviewers who mentioned ease of use.
  • Support: More than 92% of reviewers referring to customer support noted that included professional services were helpful and responsive, taking time to walk them through an issue.
  • Track: All users who specified tracking liked that it helps teams and managers keep track of progress, logs, expenses, payrolls, bid requests, receipts and more.
  • Communication: All reviewers liked that it simplifies the process of communication and keeping teams up to date.
  • Learning Curve: All reviewers who mentioned the learning curve said it took time to get used to the tools during initial setup due to the many options available.
  • Quickbooks Integration: Around 60% of users noted that integration with Quickbooks took some time and effort.
  • Customization: It could provide more flexibility in customization, as observed by 83% of reviewers who referred to customization.

Key Features

  • Selections: Approve product pricing, keep patrons in the loop about running totals, receive electronic client signatures and access selection decisions and their associated product warranties in a centralized location. 
  • Communication: Manage messages, comments, emails and task-specific data in one place automatically. This module also offers push notifications on mobile devices and utilizes current email accounts. 
  • Bid Requests: Develop, compare, distribute and save bids in one hub. Users may define deadlines and receive reminders, accept offers and incorporate them in contracts. 
  • Estimates and Proposals: Construct estimates, allocate personalized proposals and close sales. Users may work with pre-set templates, obtain digital signatures and import information into Excel and other solutions. 
  • To-Dos: Create and designate responsibilities to teams and subcontractors and send reminders to patrons. Users can add items to lists with voice-to-text capabilities, attach documents and photos and send prompt alerts. 
  • Work-In-Progress (WIP) Reports: Produce WIP reports for maintaining projects in real time; obtain data for total billings, profit margins and costs to complete specific or all jobs; and receive current views of over or under billing for clients. 
  • Payment Processing: Obtain check or credit card payments online, modify invoices through QuickBooks and Xero when a payment is received automatically and acquire safe and secure processing. 
  • Budget: Track labor costs, billing, purchase orders and change orders in real time. Make adjustments as necessary, compare proposed to actual expenditures and work with multiple software integrations. 

Pricing

License/Subscription Cost
  • Large businesses can receive a quote while small/medium businesses can get 3 users for 299$ a month.
Maintenance Cost
  • Subscription & Support costs are based on a fraction of the license cost (25% of the initial license cost)
  • Software Accelerated Value Programs are charged incrementally, calculated case by case. They're dependent on the exact service the customer needs. Buyers cannot opt-in to Software Accelerated Value Programs without paying the standard Subscription & Support cost
Training Cost
  • Self-service support is available online
  • Multiple avenues for extended training and support. Support is available 24/7.
Recurring/Renewal Costs
  • Renewal fee depends on if a perpetual license or subscription was chosen.
STACK
STACK
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked STACK

User reviews of STACK in the past year highlight its user-friendly interface, cloud-based accessibility, and collaborative features as key strengths. Many users appreciate the intuitive design and the ability to access project information and collaborate with team members from anywhere. Compared to competitors like PlanSwift or OnCenter, STACK is often praised for its ease of use, especially for those new to construction software. However, some users mention a learning curve for advanced features and limited customization options compared to more specialized estimating software.

Another frequently cited advantage is STACK's mobile app, allowing users to capture data and update quantities on the go. This is seen as a significant benefit for field work and real-time project tracking, differentiating it from desktop-only competitors. However, some users report performance limitations with very large projects, which can be a drawback for complex builds.

Overall, STACK seems to be a popular choice for small and medium-sized construction companies or teams valuing ease of use, collaboration, and mobile accessibility. While it may not offer the same depth of features as advanced estimating software, its user-friendliness and cloud-based platform resonate with many users. Carefully considering your project needs and team's technical expertise is crucial before deciding if STACK is the right fit.

Pros & Cons

  • User-Friendly Interface: Users appreciate STACK's intuitive and modern interface that simplifies navigation and reduces the learning curve for new users.
  • Cloud-Based Accessibility: Being cloud-based enables team members to access project information and collaborate in real-time from any location, enhancing flexibility and remote work possibilities.
  • Accurate Takeoffs: STACK provides precise and reliable takeoff capabilities, which is critical for construction professionals to estimate materials, labor, and costs accurately.
  • Integrated Cost Estimating: Users can seamlessly transition from takeoffs to cost estimating, improving workflow and reducing potential for error between these integrated processes.
  • Customizable Reporting: The software offers customizable reporting features, allowing users to generate detailed and specific reports tailored to their needs.
  • Responsive Support Team: The customer support team is noted for being responsive and helpful, providing quality assistance when users encounter issues.
  • Continuous Updates: STACK is commended for its ongoing updates and feature enhancements, keeping the platform up-to-date with the latest industry standards and user requirements.
  • Comprehensive Training Resources: The provision of extensive training materials and webinars facilitates user education and maximizes the software’s value.
  • Limited Customization: Some users report that STACK's customization options are not as extensive as they would prefer, leading to a less personalized experience that may not precisely fit unique workflows.
  • User Interface Complexity: The learning curve for new users can be steep, with some finding the interface and navigation to be not as intuitive, affecting onboarding and productivity.
  • Integration Challenges: Certain users have encountered difficulties when trying to integrate STACK with other systems, which can disrupt data flow and overall project management efficiency.
  • Performance Issues: There are occasional reports about the software lagging or being unresponsive, especially when handling large and complex projects or datasets.
  • Cost Considerations: For some small businesses or independent contractors, the cost of STACK can be prohibitive, particularly when considering the additional features and users that may be necessary.
  • Limited Reporting Features: Feedback indicates that the reporting functionality may not be as robust or versatile as required by some users for in-depth analysis and decision-making.
  • Customer Support Concerns: There have been instances where users have expressed dissatisfaction with customer support response times and the effectiveness of the assistance received.

Key Features

  • Comprehensive Takeoff & Estimating: Calculate accurate material quantities and costs with advanced tools like multi-dimensional takeoffs, automatic assemblies, and integrated cost databases.
  • Cloud-Based Collaboration: Store project documents, plans, and models securely in the cloud, enabling real-time access, version control, and seamless collaboration across teams.
  • Mobile App for Field Productivity: Access project information, capture data, update quantities, and collaborate with team members directly from the field using the mobile app.
  • Integrated Issue & Punch List Management: Identify, track, and resolve issues and deficiencies efficiently with photo markups, task assignments, and progress tracking tools.
  • Advanced Drawing & Markup Tools: View, annotate, and collaborate on plans and drawings with features like layer control, dimensioning tools, and cloud-based markups.
  • Customizable Reports & Dashboards: Generate comprehensive reports and dashboards tailored to your needs, providing real-time insights into project progress, costs, and performance.
  • Open API & Integrations: Integrate STACK with existing software and tools like accounting systems, project management platforms, and industry-specific applications.
  • Role-Based Permissions & Security: Control access to project data and features based on user roles and permissions, ensuring data security and project integrity.
  • Offline Functionality: Access essential project data and tools even without an internet connection, maximizing productivity in remote locations.
  • Advanced Quantity Takeoff Tools: Utilize features like automatic takeoffs from 2D and 3D models, takeoff libraries, and integrations with estimating software for faster and more accurate material calculations.
iSqFt
iSqFt
Start Price
$300
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked iSqFt

iSqFt has garnered overwhelmingly positive feedback from users in the construction industry, who praise its comprehensive features and user-friendly interface. Reviewers frequently highlight the software's ability to streamline project management processes, saving both time and money. The platform's scheduling, budgeting, and communication tools have been particularly well-received, with many users noting improved team collaboration and project efficiency as a direct result of using iSqFt.

Compared to competitors like Buildertrend and Procore, iSqFt is often lauded for its affordability and ease of use. While some users mention that iSqFt may lack certain advanced features found in higher-priced alternatives, the consensus is that it provides excellent value for its cost, especially for small to medium-sized construction businesses. The software's intuitive design and straightforward functionality make it accessible to users with varying levels of technical expertise, further contributing to its popularity.

iSqFt appears to be an ideal solution for contractors seeking a reliable and efficient construction management software without the complexity and expense of some of the more robust platforms on the market. Its core features address the essential needs of construction professionals, making it a valuable tool for managing projects of all sizes.

Pros & Cons

  • Centralized Hub: Project information is consolidated, enhancing team communication and collaboration.
  • Streamlined Bidding: The platform simplifies the process of sending invitations to bid, managing bid responses, and awarding contracts, saving time and effort for construction professionals.
  • Enhanced Subcontractor Management: iSqFt facilitates efficient management of subcontractors, including prequalification, document distribution, and performance tracking.
  • Clunky Interface: iSqFt's interface can feel outdated and cumbersome, leading to a steeper learning curve and decreased efficiency for users accustomed to more modern software.
  • Cost: The platform can be expensive, especially for smaller construction firms or those with limited project scopes. This cost can be a barrier to entry for some potential users.
  • Customer Support: Some users report challenges in getting timely and effective support from iSqFt, which can be frustrating when encountering technical issues or needing assistance with the platform's features.

Key Features

  • Bid Management: Contractors can send bid invitations through the included network or their own private databases of subcontractors. Project documents are shareable through a personal planning room that displays bidder activity.  
  • Risk Management: By utilizing industry-standard prequalification forms, quickly assess and avoid risks. Send requests for prequalification directly to subcontractors, and quickly review a subcontractor’s safety, performance and financial records. 
  • Project Leads: Search for specifications, drawings and project details using trade name and product-specific keywords. Track projects throughout the design process to gain visibility into when to get involved.  
  • Forecasting: Look into which markets and verticals are growing and help plan for future labor demands through analytical tools. 
  • General Contractor Relationships: The provider partners with GC offices around the country to promote more work for subcontractors. With hundreds of GCs joining every year, more opportunities will continue to appear. 
  • Document Management: Upload time-sensitive data in a few hours rather than waiting for days at a time. Keep all critical project information in one easy-to-access location. 
  • Communication Management: Save time and money by submitting documents and plans digitally to the entire team. Cut your annual budget by eliminating the need for constant document printing. 
  • Takeoff: Push sales growth by creating and distributing quotes quickly with robust digital takeoff tools. Attach multiple drawings and export them to most estimating programs. 
  • 3D BIM Model Integration: Establish and communicate scope through side-by-side design comparison via web browser. Contractors can share their BIM models to subcontractors, even if they don't have access to BIM tools. 
  • Contact Management: Store all vital contact information in one easy to access location. Leverage searchable databases while syncing with vendors to ensure everyone is up-to-date. 
Bluebeam
Bluebeam
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Bluebeam

Bluebeam's user reviews in the past year paint a picture of a powerful and versatile construction software with some room for improvement. Users praise its intuitive interface, extensive PDF editing and markup features, and seamless integration with popular project management platforms. These strengths are particularly valuable for streamlining communication and collaboration across disciplines, as exemplified by a reviewer who noted how Bluebeam "eliminated the need for paper markups and endless email chains" on their project.

However, some users find Bluebeam's takeoff functionalities less robust compared to dedicated takeoff software like OnCenter or PlanSwift. While Bluebeam offers basic auto-scaling and dimensioning tools, complex projects often require manual verification and lack features like real-time material cost integration. This can be a dealbreaker for users who prioritize advanced takeoff capabilities.

Another point of contention is the subscription pricing model, which some users find expensive compared to perpetual licenses offered by competitors. However, others appreciate the continuous updates and access to cloud-based features that come with the subscription. Ultimately, the cost-effectiveness depends on individual needs and project scale.

In conclusion, Bluebeam excels in collaboration, communication, and general PDF management for construction projects. It's a strong choice for teams seeking a user-friendly platform to streamline workflows and centralize information. However, users requiring advanced takeoff functionalities or those on a tight budget might find other options more suitable.

Pros & Cons

  • Functionality: The solution provides all the necessary tools and features required to perform quick and accurate takeoffs, according to 76% of users.
  • Ease of Use: According to 94% of users, the application’s user interface is slick and user-friendly. They found it easy to navigate and find desired features.
  • Support: About 94% of users who mentioned this pro praised the quick response and ability to solve issues quickly.
  • Sharing & Collaboration: Regarding this feature, approximately 80% of users said that the solution separates documents in order and exports them to a designated folder seamlessly.
  • PDF Viewing: According to 99% of users, the software offers an optimum PDF viewing experience that streamlines takeoff measurements.
  • Speed & Performance: In spite of having top features, the solution is laggy and hangs from time to time, according to 62% of users.
  • Deployment: According to 76% of users, the software lacks dynamic integration capabilities with in-house systems.
  • Training: About 58% of users who mentioned this con said the application has a steep learning curve.

Key Features

  • Real-time Collaboration: Simultaneous markups and annotations with team members across various locations.
  • Centralized Document Management: Secure cloud storage and version control for all project documents.
  • Advanced Markup Tools: Diverse annotation tools like text boxes, stamps, shapes, and freehand drawings.
  • Integrated Takeoff & Estimating: Measure lengths, areas, and volumes directly from PDFs for accurate material calculations and bids.
  • Batch Processing: Automate repetitive tasks like scaling, stamping, and adding headers/footers to multiple documents.
  • Quantity Link with Excel: Synchronize takeoff data with spreadsheets for detailed cost analysis and reporting.
  • Studio Sessions: Real-time collaboration environment for markups and discussions on specific project documents.
  • Mobile Apps: View, annotate, and manage documents on the go with dedicated iOS and Android apps.
  • Dynamic Stamps: Create custom stamps with variable data fields that automatically update based on project information.
  • 2D Photo Markups: Embed and annotate photos directly within PDFs for clear visual communication.
  • Document Comparison & Overlay: Visually compare different versions of PDFs and identify changes efficiently.
  • Scripting & Automation: Create custom scripts to automate complex workflows and repetitive tasks.
  • Advanced Security: Secure cloud storage, user access controls, and audit trails ensure data privacy and compliance.
  • Openness & Integrations: Integrate with various construction management platforms and BIM software for seamless data exchange.
  • Extensive Training & Support: Access to online resources, training programs, and responsive technical support.
Construction Cloud
Construction Cloud
Start Price
$85
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Construction Cloud

Construction Cloud offers a software suite consisting of designing, planning, operating, asset tracking and reporting modules to assist contractors, builders and designers in streamlining their work processes. Many reviewers were satisfied with the solution’s document management functionalities. Several users noted, the product offers an easy-to-use interface that helps speed up operations. However, many observed, a strong internet connection is required for the system to operate seamlessly. They also criticized that the licensing structure is costly for small-sized companies. Overall, the software’s a good fit for organizations needing help with construction management.

Pros & Cons

  • User-Friendly: The platform’s UI is simple and easy to use, according to 75% of users.
  • Document Management: According to 96% of users who reviewed this pro, it’s simple to view project files and host contract documents in real time.
  • Model Coordination: More than 95% of users who mentioned this pro said the software allows subs and GCs to collaborate on models in real time.
  • Project Management: Regarding this feature, approximately 86% of users said that it’s easy to track project statuses.
  • Markup Tools: According to 70% of users who reviewed this, the solution enables users to export and archive markups.
  • Clash Detection: The platform doesn’t provide robust clash detection like Navisworks, according to 57% of users.
  • Cost: According to 95% of users who reviewed this con, the software is expensive compared to competitors.
  • Speed: More than 90% of users who mentioned this con said that it takes time to synchronize files.

Key Features

  • Asset Management: Manage assets throughout project life cycles. Access cut-sheets, training materials, certifications and warranty documents from a centralized location. Scan barcodes or QR codes to quickly retrieve asset-related documents on-site. 
  • RFI Tracking: Link RFIs directly to 2D or 3D models, photos and project files to help gain clarity over issues and receive quick responses. Track RFI statuses using color-coded indicators. Grant role-based permissions enabling users to create, submit, respond to and approve RFIs. 
  • Submittals: Create, organize and move submittals for reviewing to help detect conflicting issues. Add co-reviewers to get multiple opinions on submittals to help improvise project processes. Track submittals using activity logs. 
  • Change Order Management: Automatically sync change order data with budgets to help monitor the financial statuses of projects in real time. Filter change orders by types, scopes, costs and sources. Auto-generate critical documents to help speed up change order processes. 
  • Punch Lists: Create checklists to avoid missing out on important steps while performing inspections. Build safety forms to collect crucial information about job sites. Allow managers to sign inspection reports electronically. 
  • Reporting and Analytics: Generate reports to help gain visibility into project trends, issues and patterns. Download new or old reports and share them with clients and team members to help make informed business decisions. 
CoConstruct
CoConstruct
Start Price
$499
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked CoConstruct

CoConstruct offers a user-friendly solution for construction businesses to remove ambiguities, streamline operations and enhance productivity. It defines the scope of work, helps delegate tasks to team members, fosters communication with clients and trade partners, provides an overview of all in-progress projects and adapts to business needs. It seamlessly integrates with Quickbooks and keeps track of budgets, project estimations, expenses, billing and invoices. However, the system is challenging to set-up initially. It is hard to implement, requires a steep learning curve to understand its capabilities and backend processes and is slow to respond.

Pros & Cons

  • Functionality: The system streamlines organizational processes, efficiently tracks change orders, manages construction schedules and makes all information available easily. Its user-friendly interface helps define the scope of work, delegates tasks to employees and displays an overview of project status, noted by 81% of users who talked about the product’s functionality.
  • Communication: Nearly 79% of reviewers said that the product fosters communication with their clients, trade partners and clients and tracks all interactions so that they can be accessed anytime. It provides clients with greater visibility into project progress and stores all information in one place.
  • Mobile App: The system’s mobile platform provides easy access to schedules and tasks anytime, anywhere from any internet-connected device, without affecting field staff productivity, said nearly 81% of the users who talked about the mobile platform.
  • Flexibility: The system is customized to handle specific projects and does not offer capabilities to handle diverse projects, noted nearly 75% of reviewers who mentioned its flexibility.
  • Customization: Nearly 77% of reviewers said that the system offers limited customizations while grouping trade partners, lacks a checklist feature for completed tasks and doesn’t allow copying specifications to create new templates.

Key Features

  • Optimized Bidding: Attach estimations and specs directly to bids. Auto-load bid details to avoid double entry. Allow trade partners to update bid statuses. 
  • Cost Control: Track costs against actual project bills to maintain accurate project budgets. Send verified work immediately to QuickBooks to create bills to help lighten the load on accounting employees. Create full PO items on estimates. 
  • Accurate Invoicing: Create invoices from project costs and email them with a single click. Automatically sync invoices with QuickBooks and mark them completed when paid. 
  • Budgeting and Forecasting: Update project costs with real-time data from budgets. Share budgets with clients without having to create cost spreadsheets. Automatically update budgets as clients make choices. 
  • Punch Lists: Receive reminders about last-minute fixes and repairs. Let clients confirm the completion of tasks to keep everyone on the same page. 
  • Lead Tracking: Keep lead data in one accessible location. Set scores and categories while finding interesting leads and track contact details and upcoming tasks. Stay updated about field tasks, lead acquisitions and administrative tasks. 
  • Jobsite Activity: Allow field teams to input log notes using the mobile app. Create custom flags to report project issues, such as missing orders and late subs. 
  • Timesheet Management: Track workers’ activities using time clock functionality. Allow team members to clock in and clock out from the web or mobile app. 
  • Schedule Coordination: Integrate with iCal to access data from Google, Outlook, Yahoo or macOS/iOS calendars. Use existing schedule templates or import from other systems. Adjust schedules by typing or using drag-and-drop functionality. Send alerts and reminders to teams through email or text.  

Pricing

License/Subscription Cost
  • Dependent on the type of subscription range you choose.
Installation/Implementation Cost
  • No setup fee
Training Cost
  • Self-service support is available online
  • Unlimited tech support is also provided
Recurring/Renewal Costs
  • Recurring costs depend on your level of subscription
PlanSwift
PlanSwift
Start Price
$1,749
Annually
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked PlanSwift

Users consistently praise Planswift's user-friendliness and affordability compared to industry giants like Bluebeam Revu and OnCenter Estimating. Newcomers find its interface intuitive and training resources abundant, enabling them to become productive quickly. Additionally, Planswift's subscription model makes it financially accessible to smaller firms and individual contractors. However, some users lament a perceived lack of advanced features present in competitors. While Planswift boasts core functionalities like 3D takeoff and integration with popular CAD programs, it may not cater to highly complex projects requiring specialized tools for intricate assemblies or detailed cost estimating. A key differentiator highlighted by users is Planswift's customer support. They commend its responsiveness and helpfulness, often exceeding expectations compared to competitors. This personalized support is crucial for users encountering technical issues or seeking guidance on advanced functionalities. Ultimately, user reviews depict Planswift as a valuable tool for those prioritizing ease of use, affordability, and reliable customer support. However, users requiring in-depth features for highly specialized projects might find themselves needing to explore alternative solutions. Weighing individual needs against Planswift's strengths and weaknesses is crucial for making an informed decision.

Pros & Cons

  • User-Friendly Interface: Planswift is praised for its intuitive and straightforward interface which allows users to easily navigate and utilize the software, enhancing productivity for takeoff and estimating tasks.
  • Accurate Takeoffs: Users appreciate the precision that Planswift provides, enabling them to quickly generate accurate materials and labor estimates, essential for competitive bidding and managing project margins.
  • Customizable Templates: With Planswift, the ability to create custom templates for various project types helps streamline the estimating process, saving valuable time while ensuring consistency across estimates.
  • Integration with Other Software: The software's compatibility with third-party applications ensures a seamless workflow, allowing for the easy import and export of data and enhancing overall efficiency.
  • On-Screen Takeoff: The on-screen takeoff feature allows users to directly measure plans on their computer screen, reducing the need for physical plans and promoting a paperless environment.
  • Support and Training: Responsive customer support combined with a robust set of training resources empowers users to maximize the potential of the software.
  • Cost-Effective: Many users find Planswift to be an affordable solution without compromising the functionality required for managing takeoff and estimating complexities.
  • Steep Learning Curve: For new users, PlanSwift can be quite daunting to learn and master, particularly for those with limited tech experience, potentially delaying project starts.
  • Occasional Bugs: Users have reported running into software glitches that can disrupt the takeoff and estimating process, requiring workarounds or customer support intervention.
  • Inconsistent Customer Support: While some users find the support helpful, others report slow response times and varying levels of assistance when facing issues with the software.
  • Performance Issues with Large Files: Handling large and complex projects can sometimes slow down the software, leading to longer loading times and decreased responsiveness.
  • Limited Cloud Capabilities: Compared to competitors, PlanSwift's cloud features are not as robust, potentially hindering collaboration and remote access for teams.
  • Cost Prohibitive for Small Businesses: The pricing structure can be on the higher end, presenting financial challenges for small firms or independent contractors.
  • Outdated Interface: Some users feel that the user interface is not as modern or intuitive as other solutions, affecting user experience and efficiency.
  • Limited Integration with Other Platforms: PlanSwift's ability to integrate with other construction management or accounting software is often seen as insufficient or overly complex.

Key Features

  • Intuitive Drag-and-Drop Interface: Simplify takeoffs with point-and-click measurements and direct placement of pre-defined assemblies onto plans.
  • Automatic Calculations: Eliminate manual errors with PlanSwift's automatic calculations for lengths, areas, volumes, and more.
  • Multiple File Format Support: Seamlessly import and work with various file formats, including PDFs, DWGs, and images.
  • Customizable Assemblies: Create and save reusable assemblies for frequently used materials and components, streamlining takeoffs.
  • Advanced Measurement Tools: Handle complex shapes and curved lines with tools like arc calculations and automatic cut-out deductions.
  • Color Coding and Annotation Tools: Highlight different takeoff items, track progress, and add notes directly on plans for clear communication.
  • Powerful Reporting Tools: Generate detailed takeoff reports with customizable layouts, filtering options, and cost summaries.
  • Cloud-Based Collaboration: Work together on projects in real-time with team members and clients, regardless of location.
  • Mobile App Integration: Access project data, view plans, and perform basic takeoffs on the go with the mobile app.
  • Open API Integration: Connect PlanSwift with other software you use through its open API for increased data flow and automation.
  • Scalability and Customization: Adapt PlanSwift to your specific needs with customizable settings, user roles, and data fields.
Esticom
Esticom
Start Price
$139
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Esticom

Esticom users in the past year have lauded its ease of use and intuitive interface, praising its fast learning curve compared to competitors. They emphasize the time-saving benefits of features like auto-count and pre-built libraries, enabling them to generate estimates quickly and efficiently. The cloud-based platform is also a major plus, allowing for real-time collaboration and access from anywhere. However, some users have expressed concerns about limited customization options compared to more established software. While Esticom offers basic customization, it may not cater to highly specialized needs. Additionally, the reporting capabilities have been cited as less robust than some competitors, potentially hindering in-depth project analysis. A key differentiator for Esticom is its competitive pricing, making it an attractive option for smaller companies and startups. Its scalability is also praised, allowing users to upgrade as their needs grow. However, larger companies may find its feature set less comprehensive compared to industry giants. Overall, Esticom is a strong contender in the takeoff and estimating software market, particularly for ease of use, affordability, and time-saving features. However, users seeking in-depth customization, advanced reporting, and experience with larger projects may need to consider alternative solutions.

Pros & Cons

  • Ease of Use: The solution offers an intuitive and user friendly interface, according to 75% of users.
  • Functionality: According to 81% of users who reviewed this pro, the software offers a complete product suite for construction companies to optimize their processes.
  • Cost: About 87% of users affirmed that the application is worth the price range. The features and user-friendly interface justify the price completely.
  • Support: Regarding support, approximately 76% of users said the support team quickly responds to calls and resolves issues efficiently.
  • Connectivity and Integrations: According to 75% of users, the application integrates seamlessly with third-party solutions.
  • Data Visualization: According to 84% of users, navigating the solution and locating icons can be challenging at times.
  • Learning Curve: With a complete suite of features, the solution can be difficult to leverage and learn without step-by-step guidance according to 78% of users.
  • Performance: About 75% of users said that the solution tends to lag in the event of internet failure.

Key Features

  • Automating Cost Estimates: Remove time-consuming Excel sheets and build accurate construction cost estimates on the web-based system.
  • Bid Management: Catalog projects according to bid due date, estimator or project value to keep track of deadlines.
  • Review: Review projects with the management team and improve performance through key performance data.
  • Cloud-Based Software: Access construction takeoff and estimating software from anywhere, any time on any device.
  • Ready-Made Templates: Get project templates to bid on more projects and streamline takeoff and estimating processes.
  • Area & Linear Measurements: Measure conduits, wire runs and add fittings automatically.
  • Customizable Database: Customize the database with out-of-the-box parts and assemblies, including labor units and material prices.
  • Plan Management: Organize plan sheets into folders by automatically renaming them. Update projects with new versions of the software.
  • Proposals: Customize bid proposals by adding a company logo, inclusions, exclusions and detailed pricing.
On-Screen Takeoff
On-Screen Takeoff
Start Price
$15
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked On-Screen Takeoff

Reviewing user experiences from the past year paints a mixed picture of On-Screen Takeoff (OST). While users praise its strengths like user-friendliness, efficiency gains, and robust features, some weaknesses and differentiating factors set it apart from competitors.

On the positive side, users consistently laud OST's intuitive interface and ease of learning, making it accessible even for those new to digital takeoffs. Its time-saving features like auto-measurement and pre-defined libraries are game-changers, boosting productivity and minimizing errors compared to manual methods. Additionally, OST boasts powerful features like cloud collaboration and real-time updates, improving communication and project transparency, which users find advantageous over competitors lacking such capabilities.

However, some weaknesses emerge. Occasional reports of glitches and stability issues raise concerns, and the subscription pricing model, while offering flexibility, can be less cost-effective for smaller firms compared to perpetual license options found in competing products. Additionally, some users miss advanced features present in pricier alternatives, like integration with specific industry software or comprehensive reporting tools.

Ultimately, OST's value proposition lies in its user-centric design, efficiency gains, and collaborative features. While not the most feature-rich or budget-friendly option, it excels in ease of use and caters well to users seeking a streamlined and intuitive takeoff experience. Choosing between OST and competitors depends on individual needs and priorities, with users valuing user-friendliness and efficiency likely finding OST a strong contender.

Pros & Cons

  • Functionality: The software provides the necessary tools and features for performing fast takeoffs, according to 79% of users.
  • Ease of Use: According to 89% of users, the solution has a friendly user interface and seamless navigation experience.
  • Performance: About 86% of users mentioned that the application offers a robust takeoff platform that experiences little to no downtime.
  • Reporting: Regarding reporting, approximately 84% of users said that On-Screen Takeoff has efficient reporting that helps clinicians extract daily reports seamlessly.
  • Support: According to 96% of users, support representatives are helpful and come up with swift answers to queries.
  • Data Visualization: According to 75% of users, the application provides a complex data visualization that might cause navigation issues.
  • Connectivity & Integrations: About 63% of users reported that the software disconnects from sister platforms, such as QuickBid, and is unable to identify CAD files.
  • Sharing: According to 86% of users, the solution might be a bit difficult for staff to comprehend at first.

Key Features

  • Assembly Takeoff: Estimate material and labor costs in one go. Leverage takeoff assembly to complete measurements seamlessly.
  • Electronic Plans: Collect and save records securely in a digital format throughout project life cycles. Simplify data accessibility for in-field workers through mobile devices.
  • Issue Management: Identify and resolve issues related to staff, suppliers and contractors that can impact projects.
  • Subcontractor Management: Feed client visions to subcontractors for projects and establish efficient communication to keep them updated. Monitor project progress and subcontractors to ensure everything is in order.
  • Optical Character Recognition: Identify individual objects of similar shape and size in drawings. Remove or make adjustments to objects in images seamlessly.
  • Paste Logic: Paste objects in the same space and direction for ceiling and multiple-room projects to reduce time spent on manual takeoff processes.
  • Overlay: Streamline plan review processes by comparing drawings and making changes in-house. Add decorative designs to make projects stand apart.
  • Templates: Leverage custom templates and style sheets to set up projects. Combine different styles to achieve maximum data precision in bids.
  • Multi-Condition Takeoff: Select multiple takeoff conditions at once and make processes seamless. Add and edit different shapes on images without wasting time.
Corecon
Corecon
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Corecon

Corecon is easy to use and has a powerful set of features to handle construction management projects. Exporting and importing data from other tools like Sage/Timberline is easy. Users are pleased with its reporting feature as they allow them to edit reports. It gives users access to databases to create reports. QuickBooks integration isn’t seamless for some users and may get buggy. Users say that it may be fit for a small number of large projects. All the information about client billing and subcontractor work is available in one place. The support team is reasonably helpful.

Pros & Cons

  • User Friendly: The system is intuitive and accessible, as noted by approximately 85% of users who mentioned its usability.
  • Functionality: It offers a robust suite of successful construction project management tools, as reported by 83% of the users who mentioned the product’s functionality.
  • Integration: Nearly 66% of the users who mentioned its integration capabilities are satisfied with them. Users say that integration with Planswift and QuickBooks is robust.
  • Interface: Nearly 75% of the users who mention its interface do not find it easy to navigate.
  • Learning Curve: It has a steep learning curve, as mentioned by 100% of the users who talked about its learning curve.

Key Features

  • Accounting Integrations: Integrate with QuickBooks, Sage 50, SAP Business One and Xero. 
  • Estimating: Create estimates with up to a four-tier breakdown and markups available at every level. 
    • Contact Management: Create and search contacts off-site through internet-enabled devices. Sync existing contact databases with Outlook. Receive alerts when licenses or insurances are close to expiration. 
    • Lead Tracking and Analytics: Track and analyze leads using dashboards. Create classification structures for leads to organize opportunities as per business needs. Set up awarded projects and eliminate duplicate data entries using the lead-to-project wizard. 
    • Drawings and Specifications: Share drawings and specifications through the team link portal. Add notes to images, documents and blueprints using document viewer. 
  • Utilities: Transfer the existing accounting system’s financials using a simple sync tool to help cut down on manual data re-entry. 
  • Project Management: Manage all aspects of a project to help streamline daily business processes. 
    • Scheduling: Import schedules from Excel or Microsoft Project. Assign tasks to workers and review timelines to keep projects on track using calendar functionality. 
    • Quality Control and Safety: Create checklists to conduct quality checks. Document and distribute inspection reports using punch lists. 
    • Correspondence and Documentation: Store journals, issues, RFIs, submittals and transmittals in an accessible location. Share data securely with internal and external team members. 
  • Mobile Interface: Enter and view data on the go. Handle daily logs, task updates, timecards and expenses off-site. 
  • Job Costing: Access financial documents anytime to help make quick and informed business decisions. 
    • Procurement: Automatically copy RFP packages and estimate items to purchase orders or subcontracts. Manage procurement requirements of suppliers and subcontractors. 
    • Timecards: Allow workers to clock in and out with geotagging. 
    • Financial Analytics: Manage multiple project budgets using financial dashboards. 

COMPARE THE BEST Estimating and Invoicing Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Estimating and Invoicing Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Buildertrend
$99
Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Buildertrend
STACK
$49
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
STACK
iSqFt
$300
Per User, Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
iSqFt
Bluebeam
$49
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Bluebeam
Construction Cloud
$85
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Construction Cloud
CoConstruct
$499
Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
CoConstruct
PlanSwift
$1,749
Annually
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
PlanSwift
Esticom
$139
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Esticom
On-Screen Takeoff
$15
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
On-Screen Takeoff
Corecon
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Corecon

All Estimating and Invoicing Software (54 found)

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eTakeoff

by eTakeoff
eTakeoff
eTakeoff is a sophisticated takeoff and estimating software designed to facilitate detailed construction cost estimates. This tool is particularly apt for architects, contractors, and quantity surveyors who specialize in creating accurate and efficient project bids. The value that eTakeoff brings to its users includes enhanced accuracy in measurements, the automation of repetitive tasks, and the simplification of complex project variables into manageable data points. Among its celebrated features are its user-friendly interface, integration capabilities with other project management tools, and advanced scaling functions. When it comes to user experiences, eTakeoff distinguishes itself by providing an intuitive platform that reduces the learning curve, which has been appreciated by users focused on productivity. In terms of pricing considerations, the software typically offers a tiered pricing structure that can vary based on the number of users and specific feature needs, with payment frequencies flexible, ranging from monthly to annual plans to cater to different budgeting requirements. Its cost efficiency is often highlighted by users who leverage its extensive feature set against their investment, striking a commendable balance between functionality and expense. Pros Easy to use interface Fast, automated takeoffs Accurate quantity calculations Excellent customer support Flexible pricing options Cons Limited free version Learning curve for complex features Occasional file compatibility issues Can be slow on large projects Copying function needs improvement
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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MarkSystems

by ECI Software Solutions
MarkSystems
MarkSystems is a well-known platform that ranks 25 among all Construction Estimating Software according to our research analysts and 39 crowd-sourced reviews from 1 source. Starting from $700, MarkSystems is priced moderately and is most fitting for any sized business. MarkSystems can be deployed online and on-premise and is accessible from a limited set of platforms including Windows devices. Similar alternatives to MarkSystems include BuildLogic, Turbo Estimator and Countfire.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$500 - $1,000
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Houzz Pro

by Houzz
Houzz Pro
Houzz Pro is a cloud-based lead management and estimating solution. It offers a range of project management, marketing and visualization inclusions, enabling interior designers, architects, and general and specialty contractors to address their business needs. It supports targeted local advertising and lead generation and lets businesses create premium profiles to build their brand.Users can manage projects, produce estimates, mood boards and floor plans, and give clients access to dashboards for greater visibility. It provides business management modules to help stand out from competitors. Access data from remote locations via a mobile app.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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B2W Software

by B2W Software
B2W Software
B2W Software is a unified estimation software designed for the heavy construction industry that connects data, workflows and people. Deployed on the cloud or as an on-premise solution for Windows and Linux, it provides accounting integration, audit trails, project and subcontractor management and, what-if analysis.It also maintains centralized cost data information, templates and cost structures. Track deletions, modifications and additions, user recordings, time and date. Estimators can customize bids with detailed prices, including subtotaling and grouping options. Import tables from Excel, connect to other electronic bidding modules and export data to ERP and project management inclusions.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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InSite Software

by InSite Software
InSite Software
InSite Software is a cut-and-fill, takeoff and GPS modeling solution that streamlines the daily tasks of engineers. It helps estimators to be more accurate, productive and profitable. Leveraging it, engineers and estimators can extract easy-to-read reports and full-color, scalable graphics to better manage from the field. It also provides CAD imports, groundwork measurement tools and accurate construction layouts. Save time and costs by performing takeoffs on a laptop with a mouse anywhere. It offers a unique 3D Live feature, allowing estimators to view high-resolution subgrade surfaces in a separate window. It serves the construction industry primarily.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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JobFLEX

by JobFLEX
JobFLEX
JobFLEX is a notable software tool that ranks 29 among all Construction Estimating Software according to our research analysts and 5 crowd-sourced reviews from 1 source. Starting from $8, JobFLEX is priced fairly, offers a free trial on occasion and is most applicable for small or medium sized businesses. JobFLEX can be deployed online. Similar alternatives to JobFLEX include BuildLogic, Buildern and Countfire.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Assignar

by Assignar
Assignar
Assignar provides solutions designed for contractors and fieldworkers to help streamline business operations. It assists contractors in conducting prequalification procedures and assigning qualified crews to tasks. GPS technology helps track the location of vehicles, ensuring projects remain on schedule.Project managers can access timesheets via the Fieldworker app. Conduct job site inspections to avoid incidents and near misses. Export reports to Xero, Sage 300 or QuickBooks to make strategic business decisions.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Sage Estimating

by Sage
Sage Estimating
Sage Estimating helps construction professionals create cost estimates to increase bid-winning ratios. It can be deployed on the cloud and as an on-premise module. It streamlines the buyout process by helping with vendor selection, bid solicitation, cost tracking and purchase order creation. It enables estimators to combine objects from various projects to leverage volume discounts. It supports materials gathering and audit trails. Furthermore, it aids decision-making by generating reports and providing accurate data. Use it to pull 3D and 2D data with a single click.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Autodesk Takeoff

by Autodesk
Autodesk Takeoff
Autodesk Takeoff automates and simplifies cost estimation and material takeoff processes for construction projects. It empowers professionals like quantity surveyors, estimators, and contractors to extract and calculate quantities from 2D and 3D models efficiently. This software streamlines tasks like material identification, area and volume calculations, and generation of reports, saving time and minimizing errors. While suitable for various construction disciplines, Takeoff's features cater primarily to detail-oriented roles involved in cost analysis and material procurement. Its strengths lie in its user-friendly interface, integration with BIM models, and powerful automation capabilities. Users praise its accuracy, flexibility in handling complex projects, and ability to generate detailed cost breakdowns. Compared to similar solutions, Takeoff offers a balance of affordability and advanced features. It typically falls within the mid-range pricing segment, with per-user licensing and subscription options available. While competitors may offer specific advantages in niche areas, Takeoff's overall ease of use, robust feature set, and integration with Autodesk software make it a popular choice for diverse construction needs. Pros Easy to learn and use Integrates with Revit Cloud-based, accessible Affordable for small teams Good customer support Cons Limited features Not ideal for large projects Can be slow with complex models Fewer integrations than competitors Limited customization options
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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HeavyBid

by Heavy Construction Systems Specialists
HeavyBid
Developed by HCSS, HeavyBid provides estimating and bidding solutions to help automate daily tasks. Verify material and labor prices to identify estimating errors. Import takeoff data from external programs to produce precise cost estimates. Store files in a secure cloud environment. Enable managers to track project progress via the dashboard.Managers can create, modify and analyze supplier and subcontractor quotes. Generate estimate recap reports to summarize quotes for better understanding. It integrates with Microsoft Project, Excel, Primavera P6, Word and Outlook, and accounting tools.
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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House Flipping Spreadsheet

by Venture Sheets
House Flipping Spreadsheet
House Flipping Spreadsheet helps contractors navigate through estimating costs and house flipping deals. Managers can analyze deals and estimate purchase prices and repair costs. They can also track expenses, create budgets, manage resources and tasks, generate reports, and optimize profitability. It creates investment reports for lenders, investors and business partners to aid in deal analysis. The task manager and project scheduler assist in organizing tasks and to-do lists. Spreadsheet capabilities enable house flippers to minimize costs and increase revenue.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Plexxis

by Plexxis Software
Plexxis
Plexxis offers estimating, bidding, project managing and accounting solutions designed for general and specialty contractors and subcontractors to help streamline business processes. View multiple bids at the same time to increase productivity. Workers can share information in real time using mobile devices. Reporting functionality helps analyze organizations’ financial health. The labor and foreman app allows field workers to keep track of projects, log work hours and access production information. Enable project managers to approve bills virtually. Compare estimated and actual costs to forecast trends and plan strategically.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

Dirt Logic

by DirtLogic
Dirt Logic
DirtLogic is a software solution for GPS modeling, field services and earthwork takeoff requirements. It supports the latest developments in modeling modules to produce 3D electronic models. It helps users win projects cost-effectively and accurately. It supports reports to verify cost estimates, negotiate bids and settle engineering issues. Its reports include 3D views, volume reports, job summaries and area layouts. It minimizes cut-and-fill imbalances, maximizes profit and design potential, and streamlines the design process.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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EasyEst

by EasyEst
EasyEst
EasyEst is an estimation software designed for general contractors, remodeling contractors and subcontractors. It addresses user needs like unit costs, material order numbers and labor hours. It can also be customized to meet the needs of specialty contractors. It has a host of inclusions for every step of the bidding and estimating process. It comes pre-loaded with 150 reports and 15 item data templates to aid bidding for residential and commercial projects. It is offered as a one-time purchase for two estimators. It also provides free email and phone support for 60 days.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Active Takeoff

by Quoter Software
Active Takeoff
Active Takeoff streamlines construction takeoffs and estimates, helping businesses of all sizes manage costs efficiently. Users can upload and scale blueprints electronically, then precisely calculate areas and quantities of materials for tasks like flooring, roofing, and painting. It integrates with Excel for flexible cost management and generates professional proposals. While suitable for various construction roles, it particularly benefits estimators, contractors, and design firms seeking user-friendly software at a reasonable price (typically one-time fees or annual subscriptions). Compared to similar options, users praise Active Takeoff's intuitive interface, efficient scaling tools, and accurate calculations. However, some mention limitations in handling specific scales or complex project structures. Ultimately, the best fit depends on individual needs and budget. Pros Easy to use interface Accurate calculations Efficient scaling tools Integrates with Excel Reasonable pricing Cons Limited scale options Simple project view Not ideal for complex jobs Fewer features than some competitors Occasional bugs reported
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Methvin

by Methvin
Methvin
Methvin is a takeoff and estimating software designed to streamline construction project bidding and cost management. It caters to contractors of all sizes, but its comprehensive features and integrated functionalities might particularly benefit medium-sized businesses handling complex projects. Users can extract quantities directly from plans, generate bills of materials, and create detailed cost estimates. Integration with scheduling and resource management modules allows for comprehensive project oversight. Methvin is praised for its ease of use, powerful automation, and ability to handle diverse project types. Compared to similar offerings, Methvin emphasizes visual takeoff tools, comprehensive cost databases, and seamless integration across estimating, scheduling, and resource management. However, user reviews suggest its pricing might be less competitive for smaller firms, with costs typically based on a per-user, annual subscription model. Pros Easy to use interface Fast takeoff creation Cloud-based accessibility Integrates with other tools Affordable pricing Cons Limited customization Fewer features than competitors Can be slow with large projects Limited reporting options Customer support can be slow
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

The Estimating Edge

by Estimating Edge
The Estimating Edge
The Estimating Edge helps commercial subcontractors streamline bidding and estimating processes. Automated project managing functionality assists managers in saving time. Enable estimators to perform precise takeoffs using internet-enabled devices. Store files in a cloud-based server for quick access.Integrate with construction accounting, takeoff and subcontractor solutions to maintain data consistency. Estimate materials for complex shapes and cladding modules to help eliminate waste. Create what-if scenarios to evaluate bids and measure variations.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

ConstructionOnline

by UDA Technologies
ConstructionOnline
Developed by UDA Technologies, ConstructionOnline offers scheduling, estimating and project management solutions to medium- and large-sized construction companies. It helps users perform inspections by creating punch lists. It allows clients to quickly respond to RFIs and helps speed up business processes.Users can assign and monitor tasks using Gantt charts. It enables team members to share critical documents through the TeamLink portal.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

McCormick Estimating

by McCormick Systems
McCormick Estimating
McCormick Estimating is a management and estimating solution designed for specialty contractors. Contractors in electrical, mechanical piping, automated building, distribution and transmission, and plumbing use it on industrial, commercial and residential projects. It has four levels and offers modules for single-contractor shops to multi-million dollar contractors. Win 1000 is suitable for a one-man shop, Win 3000 for small – medium contractors, Win 4000 for small – large contractors and Win 6000 for large contractors. It lets users dot and spot drawings to add selections, edit extensions, view audit trails and track job status. It operates as a stand-alone product or integrates with other modules. It includes more than 25,000 pre-built assemblies and 55,000 items.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

Construction Cost Estimator

by Wasatch Digital Media
Construction Cost Estimator
Construction Cost Estimator is an iOS-based management and estimation tool designed for general contractors, electricians, excavators, insurance estimators, painters, roofers and more. It helps with on-site and service estimates. Users can create estimates on-site, send quotes to clients and print documents with just a few clicks.Its app contains the cost of 30,000 items. Users can add custom items to costbooks. Generate customized reports with contact details and the company’s logo for internal staff and customers.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Buyer's Guide

Estimating and Invoicing Software Is All About Streamlining Estimating and Billing Workflows

By Riya Jamble, Technical Content Writer at SelectHub

Estimating and Invoicing BG Intro

Whether you're struggling to keep budgets in check due to fluctuating material prices, seeking to optimize your workforce's performance across various project sites or navigating the intricacies of managing multiple project locations, estimating and invoicing software can help!

If your current construction estimating solution no longer meets your needs, or if you're on the lookout for a more efficient way to manage your estimating and billing workflows, you've come to the right destination.

In this buyer's guide, we'll delve into the benefits and functionalities of estimating and invoicing software to assist you in choosing the right solution.

Executive Summary

  • Estimating and invoicing solutions help contractors and construction businesses create accurate estimates and bills, increase productivity, enhance brand reputation, and improve cash flow.
  • Some core features you should consider include cost databases, takeoff modules, integration capabilities, billing, customizable templates and project management tools.
  • Create a list of questions to ask vendors to make informed buying decisions.
What This Guide Covers:

What Is Estimating and Invoicing Software?

Estimating and invoicing software is a digital solution that helps contractors and construction companies streamline project management, cost estimation and billing processes.

These solutions usually integrate with:

Now let’s take a look at how they can benefit your organization.

Primary Benefits

We’ve outlined some benefits you can reap by implementing estimating and invoicing solutions.

Related Categories

Estimating and Invoicing Benefits

Improve Estimating Accuracy

Cost fluctuations are constant in the construction industry. According to the S&P Global PEG ECCI 2023 report, the material/equipment cost index dropped by 4.7%, decreasing from 55.9 points in August 2023 to 51.3 points in September 2023.

To keep you well informed about such changes, estimating solutions come preloaded with up-to-date material, labor and equipment cost databases, helping you generate error-free estimates. They also enable you to automate complex calculations to reduce manual errors.

Furthermore, they enable you to perform accurate takeoffs to help you determine material quantities.

Showcase Professionalism

Estimating apps help you generate polished and branded estimates and bills that reflect your company’s image and reputation. You can also add photos, sketches, contracts and other attachments to your documents to provide more information and clarity to your clients.

Get Paid Faster

Invoicing solutions enable you to send bills to clients and offer online payment options. It's like having a fast lane at the checkout counter, ensuring you get paid promptly and don't have to wait in a long line.

Key Features & Functionality

Cost Forecasting

Estimate project costs based on your job requirements and historical data.

Access cost databases to determine material, labor and equipment expenses.

Integrate with construction accounting tools to transfer cost data for invoicing and financial reporting.
Job Costing

Compare actual costs with estimated costs to identify discrepancies and take corrective actions if necessary with job costing tools.

Calculate the exact amount to bill clients based on the work completed and costs incurred.

Allocate costs to different activities, phases or subcontracts within a project.
Takeoff

Upload and analyze digital blueprints and drawings directly within the software to quantify materials and measurements.

Create custom assemblies or subassemblies for frequently used project components to save time.

Easily export takeoff data to estimating apps for seamless cost estimation and proposal generation.
Pre-Loaded Templates

Access ready-made estimate, invoice and proposal templates to avoid creating them from scratch.

Enter project-specific data into predefined fields to reduce data entry errors.

Brand submittals with your company’s logo to promote brand identity and enhance client recognition.
Invoicing

Convert estimates into invoices with just a few clicks using billing and invoice systems.

Create invoices in your preferred currency for international projects or clients with specific currency requirements.

Send bills via email or text messages or print them for traditional mailing when necessary.

Attach supporting documents to your invoices, such as receipts, contracts or project specifications, to provide transparency.

Create invoices that reflect partial payments and track outstanding balances.

Allow customers to pay online via credit/debit cards or digital wallets.
Project Management

Create and manage tasks, set project schedules and assign responsibilities to team members.

Access project information, update task statuses and communicate with your team from the site using mobile devices.

Store drawings, blueprints and design documents in a central location for quick access.
Approvals

Set up electronic approval workflows within the software to define who needs to approve various project documents, estimates, change orders and invoices.

Allow clients to approve documents using electronic signatures.

Enable customers to specify conditions that you must meet before they grant final approval.
Reporting

Generate and analyze operational and financial reports and charts to track trends and identify areas of improvement using business intelligence tools.

Software Comparison Strategy

You might come across several solutions offering similar features. It can drown you in an ocean of confusion thinking about which one will best suit your requirements.

Start by defining your specific business needs. Identify the features that are essential for your industry and the size of your operations.

Some features you should consider are cost databases, takeoff, billing, customizable templates, integration capabilities and job costing modules.

Next, conduct thorough research by reading online reviews, asking for peer recommendations and comparing software options.

Don’t forget to ask vendors whether they provide free trials or demos to evaluate the solution’s user-friendliness and its learning curve.

Lastly, opt for a solution that provides excellent customer support, you’ll need it for troubleshooting and assistance.

Still wondering where to start? Check out our nine-step Lean Selection methodology that helps you on your software selection journey, from conducting a needs assessment to signing the contract with your selected vendor.

Cost & Pricing Considerations

We’ve discussed some pricing factors you should consider while evaluating estimating and invoicing systems below.

  • Pricing Models: Vendors typically offer two pricing options — subscription-based and perpetual licenses. Subscriptions involve recurring fees, while perpetual licenses require upfront payments for lifetime access. You should also learn about other SaaS pricing models to choose a budget-friendly solution.
  • Deployment: Cloud solutions are often cost-effective initially but may require extra fees for upgrades and storage. On-premise solutions involve one-time payments but require additional expenses for hardware and maintenance.
  • Support: Providers offer phone, email, chat and ticket support. However, some vendors provide paid premium support plans. You should always ask providers about their support charges.
  • Training: Vendors offer on-site, online or hybrid training, along with supplementary courses, guides and video tutorials. Not all resources may be free. Don’t forget to ask about associated training costs.

The Most Popular Estimating and Invoicing Software

Now that you know what you can do with an estimating and invoicing solution, let’s check out the most popular options to jumpstart your search.

Note: The below-mentioned solutions are the best estimating apps. However, they may contain some invoicing capabilities.

HeavyBid

HeavyBid, by HCSS, is a cloud-based solution that helps contractors and construction businesses streamline estimating workflows, boost collaboration and increase productivity.

It integrates with construction payroll products and accounting systems, helping you manage finances.

You can also integrate with other HCSS products like HeavyJob to create accurate bills.

HeavyBid

Integrate with HeavyJob to create time and material bills. Source

B2W Software

B2W Software offers a comprehensive suite for heavy construction industries, including estimating, construction bidding apps, construction scheduling tools and field tracking modules.

It enables you to compare costs, generate reports and import cost data from external databases.

It also offers an estimate error-check wizard to help you create accurate quotes.

B2W Software

Add items to estimates with just a few clicks. Source

The EDGE

The EDGE, by Estimating Edge, is a cloud-based solution that helps commercial estimators, from drywall, fireproofing, flooring, painting, roofing and other trades, automate estimating and takeoff operations and boost customer satisfaction.

It enables you to perform what-if analyses to identify potential risks and develop contingency plans.

The EDGE

Modify material prices and production rates with just a few clicks. Source

 

 

Questions To Ask

Before approaching vendors, it’s important to understand your company’s needs. Ask yourself these guiding questions for the same:

  • What issues are we hoping to resolve with a digital solution?
  • Do we need a platform to handle large-scale, intricate projects, or are basic estimating and invoicing modules sufficient for our needs?
  • What customization and template flexibility do we require for estimates and invoices?
  • What level of security and data protection do we require?
  • Do we need multi-currency support?

Estimating and Invoicing Key Questions

Here are some questions you can ask potential vendors to learn more about them and the software:

  • Does the solution provide real-time data access?
  • Can the platform handle complex calculations?
  • What’s the process for addressing and resolving technical issues, and what’s the expected response time?
  • Can you provide a demo or trial version of the software to allow us to test its functionality and assess its suitability for our needs before making a purchase?
  • What’s the typical timeline for software implementation, from purchase to full operational use?

Next Steps

If your aim is to generate accurate estimates and bills, streamline workflows and get paid faster, estimating and invoicing software is your best bet.

Are you ready to choose the best estimating and invoicing software for your business? Check out our free comparison report to compare multiple solutions side by side. You can also view individual product scores, their benefits and user sentiments.

Need more help? Please feel free to contact us by phone or email mentioned on our website for any further assistance.

Product Comparisons

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Riya
By Riya Jamble
Technical Content Writer
Riya is a Technical Content Writer at SelectHub. She writes content for our construction scheduling and bidding, CMMS and medical billing categories. She's also a part of the social media team where she crafts posts that engage and resonate with our audience. Riya holds a Graduate Degree in Journalism and Mass Communication from Lovely Professional University, Punjab, India. Fueled by a love for black coffee, her day begins and ends with its energizing ritual. Riya enjoys a variety of TV series, including Friends, Suits, American Horror Story, and How to Get Away with Murder. During her free time, you'll find her reading or spending time with her close ones. She believes in magic and is waiting for that day when reality compromises and fairytale swirls around with a smile.
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Shweta
Technical Research By Shweta Bhandari
Senior Analyst
In her role on SelectHub's research team, Shweta Bhandari works on categories like manufacturing, CMMS, construction ERP, takeoff software, supply chain management, field service, construction bidding software and construction estimation software.
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Kankana
Technical Review By Kankana Kalita
Principal Analyst
A seasoned business and research analyst, Kankana Kalita specializes in ERP, CMMS, manufacturing, construction, supply chain, HRMS and CRM. Prior to joining SelectHub, she earned a Bachelor's degree in Computer Science and Engineering, an MBA in Operations and Marketing, and worked in email marketing and logistics.
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Ryan
Edited By Ryan McElroy
Content Editor
Ryan McElroy is a Content Editor and Senior Market Analyst at SelectHub who writes and edits content on various software types, along with their broader concepts and the industries they serve, including medical, construction, CMMS, supply chain management and legal. He studied at the University of Missouri (Mizzou) and earned his BA in Journalism in 2016. During his free time, you’ll find Ryan playing video/card/board games, sipping coffee and reading speculative fiction, or listening to music his loved ones often describe as “headache-inducing.”
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