Managed Estimating Services
Estimate Management for Electrical Contractors
For contractors who need help beyond estimate preparation. Depending on the approved scope, Estimate Management can cover proposal delivery, estimate tracking, CRM updates, follow-up cadence, and estimate status management.
Built for electrical contractors. Your pricing. Your margins. Your final approval.
Beyond Preparation
Help Managing Estimates After They're Created
Estimate Management is for contractors who have estimates getting prepared but need help keeping them moving, tracked, and followed up on. Scope is confirmed after a consultation — inclusions are not guaranteed until scope is finalized.
Estimate Management
Custom scope — pricing confirmed after consultation.
Depending on the approved scope, may include
- Proposal delivery
- Estimate tracking
- CRM updates
- Follow-up cadence
- Estimate status management
Inclusions are confirmed during your consultation and are not guaranteed until scope is finalized.
How It's Different
Estimate Management vs. the Estimating Desk
Estimating Desk
Estimate preparation and proposal drafts — up to 5 qualifying estimates per month. You deliver proposals and handle customer follow-up and closing.
Estimate Management
Adds help after the estimate is created — proposal delivery, tracking, follow-up cadence, and status management, with CRM support depending on the approved scope.
Tell Us About Your Estimating Workflow
Share a few details and we'll follow up to recommend the right level of managed estimating support. No payment is required.
Talk With Us About Estimate ManagementFAQ
Common Questions
What is Estimate Management?
Estimate Management covers help beyond preparation — proposal delivery, estimate tracking, CRM updates, follow-up cadence, and estimate status management. It is part of Managed Estimating Services and is scoped after a consultation.
How is Estimate Management different from the Estimating Desk?
The Estimating Desk covers estimate preparation and proposal drafts. Estimate Management adds help after the estimate is created — delivery, tracking, follow-up cadence, and status management. Depending on the approved scope, it may include CRM updates.
Do you work inside my CRM?
Potentially, depending on the approved scope and the CRM platform you use. Before working inside your CRM, we confirm the platform, required access permissions, pipeline stages, customer communication permissions, internal escalation rules, and what we are and are not authorized to update. CRM access should never be assumed simply because estimating services were purchased.
Is there direct checkout for Estimate Management?
No. Estimate Management is scoped after a consultation, so there is no direct checkout. Pricing is confirmed based on your needs.
You Stay in Control
We Add Estimating Capacity — Not Control of Your Company
You retain final say on every price, margin, exclusion, and customer commitment. We prepare the work; you approve it.
Let's Talk About Estimate Management
Tell us about your estimating workflow and we'll recommend the right level of managed support. This is a consultation inquiry — not a purchase.
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