Estimates & Bidding
How to build competitive estimates, track bids you’ve submitted, and convert accepted bids straight into scheduled work.
Winning the right jobs starts with a fast, accurate estimate. Seayora’s estimating and bidding tools help you quote confidently and keep track of what’s outstanding.
Building an estimate
- Add line items for labor, materials, and any subcontracted work.
- Apply your saved pricing or catalog items for consistency.
- Include your branded template so every quote looks professional.
Tracking outstanding bids
See every estimate you’ve sent and its status — pending, accepted, or declined — in one place instead of digging through email threads to remember what you quoted and when.
From accepted bid to scheduled job
An accepted estimate can convert directly into a job and an invoice, carrying line items and pricing forward automatically so nothing needs to be re-typed.
Pricing consistently
Job costing on completed work tells you whether your estimates are actually profitable — use it to refine pricing over time rather than guessing at margins.
Frequently asked questions
Can I set an expiration date on an estimate?
Yes — giving an estimate a validity window is common practice, especially when material costs fluctuate, so an old quote can’t be accepted at a price that no longer reflects your costs.
Does a declined estimate stay in my records?
Yes — declined and expired estimates remain visible for your own tracking and can inform future pricing decisions, even though they don’t convert into work.
Can I attach photos to an estimate?
Yes — attaching site photos to an estimate helps the customer understand the scope and gives you a visual reference if the job changes once work starts.