Estimates & Contracts · JobWorks365

Estimate on site, win the job before you drive away

Itemized estimates with labour, materials and tax. Save templates for the jobs you do every week, send for e-signature from your phone, and turn the accepted estimate into an invoice with one tap.

No credit card required · Free plan available

In short

Contractor estimating software helps you price a job accurately and get it signed while you're still standing in the customer's driveway. JobWorks365 builds itemized estimates with labour, materials and tax, saves reusable templates, sends for e-signature, and converts accepted estimates straight into jobs and invoices.

The problem this solves

  • Pricing the job twice — once on a notepad, once at the kitchen table that night.
  • Forgetting line items you always include on jobs like this one.
  • Estimates that sit in a PDF at the bottom of someone's inbox.
  • No idea which estimates are still open and which have gone cold.

How it works

Built for the day-to-day of a small contractor crew.

Itemized line items

Labour, materials and tax with quantities and per-unit pricing, so the customer sees exactly what they're paying for.

Reusable templates

Save the jobs you do every week as templates. The next estimate takes a minute instead of an hour.

E-signature

The customer signs on their phone. The signed copy is filed against the job automatically.

Send from the truck

Email it or share a link — no laptop, no office, no waiting until tonight.

Accepted estimate becomes the job

Turn an accepted estimate into a job and an invoice in one tap. Line items carry over.

Terms and payment schedule

Attach your terms and a deposit or milestone payment schedule so the signed estimate doubles as the contract.

Who uses this

Electricians: Panel upgrades, EV charger installs and rewires priced from a saved template.
Roofers: Squares, materials and labour with the deposit built into the payment schedule.
Plumbers: Water heater swaps and repipes estimated while still parked outside.
Painters: Room-by-room and surface-by-surface pricing with product notes.
General contractors: Multi-milestone renovation estimates with clear inclusions and exclusions.
HVAC: Repair-versus-replace options presented side by side to the homeowner.

What goes into a contractor estimate that actually holds up

A number scribbled on the back of a business card is a guess. An estimate that holds up is a document the customer can read, compare and sign — and one you can hand to your crew as the scope of work.

  • Scope of work. What you're doing, in plain language, room by room or system by system.
  • Inclusions and exclusions. The exclusions are what save you. Permits, disposal, painting after drywall, unforeseen conditions behind the wall.
  • Labour. Hours × your rate. If you're not tracking real hours, you're guessing at this number forever — see GPS time tracking.
  • Materials. Quantities, unit prices and a waste factor.
  • Tax. Line-item tax so GST/HST/PST is calculated correctly for your province.
  • Price, validity and payment schedule. How long the price is good for, and when each payment is due.

There's a full walkthrough in our guide on how to write a contractor estimate.

Estimate vs quote — and why JobWorks365 handles both

An estimate is your best good-faith prediction of what a job will cost. A quote is a fixed price you're committing to. Contractors use both, often on the same day: a rough estimate over the phone, a firm quote after the walkthrough.

JobWorks365 doesn't force you to pick. The same builder produces a ballpark you can send in two minutes and a firm, signable document with terms attached. Read more in quote vs estimate for contractors.

The estimate is where job profit is won or lost

The gap between what you estimated and what the job actually cost is where small contractors quietly lose money. Because JobWorks365 keeps the accepted estimate, the approved crew hours and the payments collected on the same job record, you can look back after the job and see whether the price was right.

That comparison is what job costing is, and it's the fastest way to stop repeating an underpriced job six times a year.

Try JobWorks365 free for 30 days

No credit card required. Cancel anytime.

Related pages

Frequently asked questions

What is contractor estimating software?+

Contractor estimating software is a tool for pricing jobs — building itemized line items for labour, materials and tax, applying your markup, and producing a document the customer can review and sign. JobWorks365 does this on your phone and connects the accepted estimate straight to the job and invoice.

Do estimates support labour and materials separately?+

Yes. Every estimate is itemized with quantities, unit price, and separate lines for labour, materials and taxes.

Can I save estimate templates?+

Yes. Save any estimate as a template and reuse it on the next similar job, then adjust quantities and prices.

How does e-signature work?+

The customer opens the estimate on their phone or computer, reviews it, and signs. JobWorks365 stores the signed copy against the job.

What happens when an estimate is accepted?+

You can turn it into a job and an invoice in one tap — line items and the payment schedule carry over automatically.

Is there estimating software for a one-person contracting business?+

Yes. Pro is $12.99 CAD/month ($9.09/month billed annually) and covers estimates, contracts, jobs, invoices and payments for a solo contractor. There's also a free plan and a 30-day trial with no credit card.