Create interactive estimates, adjust build-outs, recommend upgrades, and manage your material orders – all within a single platform.
Lead management tool
Organize projects at a glance by getting an overview of your sales funnel status.
Linked line item
Add, change, or replace products in your proposal with a simple interaction. With our linked logic, you can watch the details of your product automatically adjust for the entire project.
Build automated estimates and save hours on projects. Group products together and create assemblies to give customers a better picture of their project without losing accuracy.
Live estimate status
Reduce haggling on a project and see how customers interact with your estimates. Increase sales by simplifying multi-channel conversations into a single experience.
Secure payment processing
Eliminate the hassle and time of collecting checks and bank deposits while increasing your productivity and customer experience.With Cost Certified payments your customers can pay invoices online at every stage of the project quickly and securely.
Build better customer relationships with transparent transactions. Track, manage, and approve change orders to your original estimate. No more disputes. Change orders are generated automatically and notify you for approval. No more disputes!
Find the products and suppliers you need and, with one click, add them to your marketplace.
Change order manager
Clients can request changes directly in the original estimate. Avoid scope creep by automatically updating costs, trades, and schedules.
Keep track of your customers, invoices, payments, and reports all within CostCertified.