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CostTrak

From notes to a priced quote

Tap Quick Bid, check the numbers, send the PDF, then invoice from the same job.

Job notes
Quick Bid
Review
Share PDF
Invoice
  1. Step 1 · Job notes

    Enter the job

    You enter:
    Customer, what they need, extras (carpet tear-out, baseboard remove/reinstall, and the rest), and optional photos.
    CostTrak shows:
    Find measurements in notes pulls room sizes out of what you typed.
  2. Step 2 · Quick Bid

    Price it in one tap

    You enter:
    Tap Quick Bid. Nothing else to retype.
    CostTrak shows:
    A priced draft with labor and extras. Labor-only leaves homeowner-bought material off the total. Uses your rates, or typical rates for your area if you haven't set them.
  3. Step 3 · Review

    Edit the plan and the lines

    You enter:
    Change quantities, rates, or extras. Edit the take-off, tools list, and step-by-step plan.
    CostTrak shows:
    Those lists stay on your side unless you put them on the PDF.
  4. Step 4 · Share PDF

    Preview and share

    You enter:
    Edit the share message if you want.
    CostTrak shows:
    A PDF preview plus the message, and a checklist of what is still missing.
  5. Step 5 · Send

    Send when it is ready

    You enter:
    Send after you clear the checklist.
    CostTrak shows:
    Labor-only quotes skip materials and markup checks that do not apply.
  6. Step 6 · Invoice

    Invoice from the same job

    You enter:
    Create and issue an invoice, then share the PDF.
    CostTrak shows:
    The invoice stays on the job next to the quote. After work starts, log actuals and compare estimate versus actual.

Quotes, PDFs, and invoices live on the same job. Works on the web and on iPhone and Android, in beta.

After the work starts

An $8,000 remodel: costs come in, a change-order quote is added, and the invoice is corrected before it goes out.

  1. Entered data

    Contract price entered: $8,000.

  2. Entered data

    Estimated materials entered: $2,200. Estimated labor entered: $2,000.

  3. Calculated by CostTrak

    Starting projected margin: $3,800 (47.5%).

  4. Entered data

    Additional material purchase recorded: $600, bringing actual materials to $2,800.

  5. Entered data

    Actual labor logged at $2,600 — over the $2,000 estimate.

  6. Entered data

    Customer requests extra work. A change order is recorded for $900 but has not been invoiced yet.

  7. Alert

    CostTrak flags that projected margin has fallen to $2,600 (32.5%) based on recorded costs against the original $8,000 contract price.

  8. Contractor action

    The contractor adds the $900 change order to the final invoice before sending it.

  9. Calculated by CostTrak

    Final projected margin recalculates to $3,500 (39.3% of $8,900) — corrected before the invoice went out, not after.

Figures are an illustrative walkthrough, not a live calculation. Margin-warning thresholds are configurable in pricing settings inside the app.

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