Estimate

Build costs in Pricing, render an estimate, review and send a client-ready quote.

Purpose

In Aginera, estimates are tied to your pricing schedule (source of truth for costs). You finalize numbers in Pricing, use Render Estimate to create or refresh an estimate document, then open the Estimates tab to review, run AI Check, Preview, and Send to the customer.

Who this is for

  • Estimators / QS: publishing quotes from priced line items.
  • Admins: keeping pricing schedules and estimate outputs aligned.

Prerequisites

  • Documents uploaded. See Document upload.
  • Components / extractions and a pricing schedule in good shape where your workflow requires it. See Pricing schedule.

Steps

1. Start from Pricing (source of truth)

Open the project Pricing tab. The banner explains that the pricing schedule drives costs and that you Render Estimate from inside the schedule to produce a client-ready estimate.

Open your schedule (for example PS-022) when totals and line items are ready.

Pricing tab with pricing schedule card

2. Render estimate from the pricing schedule

Inside Pricing Schedule, review Sections & Line Items, summary cards (direct/indirect costs, markups, grand total), then use Render Estimate. While rendering, the action may show a processing state (for example Rendering…).

Pricing schedule with Render Estimate and line items

3. Open the Estimates tab

Go to Estimates. The banner reminds you that many estimates come from pricing schedules: edit costs under Pricing, then re-render to refresh.

Create a new estimate with Generate with AI (pulls from project components where configured) or Create Blank Estimate. Set Currency and Markup as needed for new drafts.

Your Saved Estimates list shows ID (e.g. EST-0001), status, date, item count, and total.

Estimates tab — create options and saved estimate

4. Edit the estimate document

Open an estimate to see Estimate #, status (e.g. DRAFT), date, and Subtotal. Line items are grouped by sections (e.g. Electrical) with customer pricing, quantity, cost, markup, and visibility toggles (Visible to customer, Qty Visible, Taxable).

Use Print, Export, AI Check, Send, and Save from the header. The ⋯ menu may include Preview, Duplicate, export integrations, or Delete.

Estimate editor — sections, line item, actions

5. Run AI Estimate Check (optional)

Choose AI Check to open an audit of completeness and pricing (score, passed/warning checks, suggestions). Use Re-check after you fix issues.

AI Estimate Check modal

6. Preview and send

  • Preview (from the menu where available) opens an Estimate Preview of the customer-facing layout.
  • Send opens Send Estimate to Customer: enter email, optional message, confirm the total, then send.

Estimate Preview modal

Send Estimate to Customer

Expected result

  • Estimate totals match your pricing schedule after render.
  • Draft is reviewed, checked, and sent or exported as your process requires.

Troubleshooting

  • Totals out of date: change costs in Pricing on the schedule, Recalculate, then Render Estimate again.
  • AI Check warnings: address missing labor, components not in the estimate, or markup issues called out in the modal.
  • Send disabled or blocked: save the estimate, resolve validation errors, and confirm customer email.

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