Template Structure

Article Introduction

An estimate in One Click Contractor is built using a structured hierarchy designed to organize pricing, scope, and presentation clearly. This structure allows businesses to create anything from simple quotes to highly detailed, multi-category proposals depending on their configuration and onboarding setup.

Main Estimate Structure

An estimate is composed of layered components that work together:

Groups

Groups organize work by category or type of project.

Examples include:

• Roofing
• Windows
• Siding
  
  

Groups appear as tabs within the estimate

Groups can be included or not included in pricing.

Line Items

Line items are the individual products or services.

• Line items are pulled directly from the Price List

• They contain descriptions and pricing. While inputting the specific amount, the estimator auto calculates prices. 

• Custom line items can be created, modified or deleted as needed.
• Line items represent the actual billable components of the project

Other payment and pricing Components

In addition to line items, estimates may include other pricing elements such as sales tax, discounts and markups. 

⚠️ Note: sales tax, discounts and markups have to be previously configured in the administration dashboard.