⚙️ Settings & Configuration

🏢 Company Information

💡 Saved to your company's account as you type: it prints on estimates and is the same on every computer.

Company Logo

Company Name *

Phone

License Number

Business Address

⚙️ Calculation Settings

Overhead Rate (%)

Use calculated rate from financials

Profit Margin (%)

Sales Tax Settings

Sales Tax Rate (%)

Labor is taxable in my jurisdiction

💡 Materials are taxable by default. Uncheck individual items below if tax-exempt.

Estimate Display Options

How to show line items:

Itemized with prices (materials & other costs show individual prices) List only (descriptions without prices, totals only)

💡 Overhead and profit are always included in your prices, never shown separately to clients.

🔐 Change Password

Update your password to keep your account secure.

New Password *

Confirm New Password *

💡 Password Requirements:
• At least 6 characters long
• Use a strong, unique password
• You'll remain logged in after changing your password

👥 User Management

Create user accounts for your team members. Only admins can manage users.

Active Users

🧾 Labor Burden

Labor burden is what an hour of field labor costs you beyond the wage: payroll taxes, workers comp, health insurance and other benefits. There are two ways to price it, and the right one depends on how your books are set up.

✅ Box checked: your books keep field-labor burden in its own accounts (for example, field payroll taxes and workers comp in Cost of Goods Sold, apart from office payroll costs). The app adds burden to every labor line using the costs below, so each job pays for its own labor hours. This is the most accurate. When you import your Profit & Loss for the Overhead Calculator, mark those accounts Direct Cost so they aren't counted in overhead too.

⬜ Box unchecked: your books lump all payroll taxes and insurance together. Labor is priced at bare wages, and burden is recovered through your overhead rate instead (mark those accounts Overhead). This is simpler but less accurate: jobs that are mostly labor come out underpriced, and jobs that are mostly materials overpriced.

💡 To move to the checked way, your bookkeeper can use your payroll reports to split field burden out of the payroll tax and insurance accounts, adjust the Profit & Loss before you import it, and post them separately from then on.

My books keep field-labor burden separate: add burden to labor on estimates

Default Labor Burden Costs

Each cost as a percent of wages. Every labor category uses these unless you change one in that category's Edit window. Get your workers comp rates from your insurance agent; they vary a lot by trade.

Total Default Burden: 0.0%

👷 Labor Categories

Your labor categories (trades) and their base wage. Each uses the Default Labor Burden Costs above; to change a cost for one category (for example, a different workers comp rate), use its Edit button.

📦 Master Materials Library

💡 Import your materials price list or build it as you go. These will appear as quick-select options when adding materials.

CSV Format (3 columns): Description, Unit, Cost
Or with SKU (4 columns): SKU, Description, Unit, Cost
Example: LUM-248, 2x4 Stud, EA, 3.50

🔧 Master Other Costs Library

💡 Build your frequently used other direct costs library. These will appear as quick-select options when adding other costs.

💡 Tip: Right-click any cost in the "Other Direct Costs" section to save it to your master list for future use.

🔗 QuickBooks connection

💡 Connect QuickBooks Online step by step: first Intuit's practice "sandbox" company, then your live books. Owners and admins only.

🏗️ Project Management

💡 Work calendar, approval gate checks, approval limits, and the sequencing templates used when an estimate becomes a project.

📊 Market Pricing Benchmarks

Region

No market data loaded yet. Click "Refresh Market Data" to fetch current benchmarks.

💼 Financial Data & Overhead Calculator

Import your Profit & Loss statement to calculate an accurate overhead rate based on your actual business expenses.

✓ Auto-Save Enabled: Your financial data (account names, amounts and categories) is saved to your company's account as you change it, so it's there on any computer - no need to reimport!

💡 You can:
• Import accounts from Excel/CSV
• Manually add new accounts
• Edit account names and amounts
• Delete unwanted accounts
• Categorize as Direct Labor, Overhead, or Revenue
• All changes save automatically!

💡 Import tips:
• Export a 12-month Profit & Loss from QuickBooks or your accounting software
• Format: Account Name, Amount columns
• Total/subtotal rows automatically removed - no need to clean up the file!

🏭 Multiple Overhead Pools (Advanced) ?

Define overhead rates for different divisions, locations, or types of work. Use this if your business has distinct operations with different overhead structures.

Enable Multiple Overhead Pools (Advanced feature)

📥 Import & Export

Bring customers, vendors, employees and QuickBooks items in from QuickBooks or a spreadsheet, and download them as spreadsheets. Nothing is saved until you review it. QuickBooks is only read, never changed.

💾 Backup & Export

Download everything stored in your account as a single JSON file — your Master Materials, Other Costs, Labor Categories, Contacts, Estimates, and Takeoffs. Keep it as a personal backup or move your data elsewhere.

💡 Note: This is a snapshot at the moment you click — it isn't a live sync. The file includes everything currently in your account under your company.

💬 Help & Support

Questions, problems or QuickBooks connection trouble? Email contractorcostpro@gmail.com and include your company name. If QuickBooks showed an error, copy the message, including any "Intuit ref" number.

⚠️ Legal Information

Review the legal disclaimer and terms of use for this software.

📋 Categorize Financial Data

⚠️ CRITICAL: Read Before Categorizing ▼

DIRECT COSTS = ONLY expenses that appear as line items on your estimates

Examples: Job materials you itemize, labor hours you bill, subcontractor costs you list

OVERHEAD = ALL other business expenses

Examples: Office rent, insurance, truck costs, office supplies, your salary, taxes

⚠️ WARNING: If an expense isn't categorized as Direct Cost AND it's not in Overhead, you're literally giving that money away on every job!

💡 When in doubt: Mark it as OVERHEAD. It's safer to include something in overhead than to miss it entirely!

Account Name	Category	Allocation	Amount	Type	Actions

Upload a building drawing PDF and AI will extract dimensions and quantities. Review the list, then send items to your estimate.

Scope

📄

Drop drawing PDF(s) here or click to browse

Foundation plans, floor plans, structural drawings — select multiple files if your set is split into single pages

Saved Takeoffs

Uses Google Gemini AI (free tier) · Your drawings are sent to Google to be read, and on the free tier Google may use them to improve its models · If Gemini is busy, the app retries and switches to another Gemini model automatically

Build a takeoff from scratch. Add rows, enter dimensions, and let the calculator fill in quantities — no drawing upload required.

Element / Material	Qty	Unit	Send To
No elements yet. Click + Add Element to start building your takeoff.

Saved Takeoffs

👥 Customers

Loading customers…

Category	Estimated	Actual	Variance	%
Materials	$0.00	$0.00	$0.00	0%
Labor	$0.00	$0.00	$0.00	0%
Other Costs	$0.00	$0.00	$0.00	0%

Client Estimate

PROJECT ESTIMATE

Client Information

Estimate Details

Date:

Valid Until:

Project:

Project Timeline

Start:

Completion:

Duration:

Description	Qty	Unit	Amount

Materials:

Labor:

Other Direct Costs:

TOTAL ESTIMATE:

Payment Terms

Terms & Conditions

Internal Worksheet

📋 INTERNAL COST WORKSHEET

CONFIDENTIAL - For internal use only

Job Information

Job:

Client:

Date:

Settings

Overhead Rate: %

Profit Margin: %

Labor Burden:

💰 Materials Breakdown

Description	Qty	Unit	Unit Cost	Extended Cost	Tax	Selling Price
Materials Total:

👷 Labor Breakdown

Category	Hours	Base Rate	w/ Burden	Extended Cost	Selling Price
Labor Total:

🔧 Other Direct Costs

Description	Amount	Tax	Selling Price
Other Costs Total:

📊 PRICING ANALYSIS

Direct Costs (Materials + Labor + Other):
Overhead (% of Direct Costs):
BREAKEVEN COST:
Profit Margin (% of Breakeven):
Subtotal (before tax):
Sales Tax (%):
RECOMMENDED BID PRICE:

Markup Factor: x (all costs multiplied by this to reach bid price)

Effective Margin: % of bid price

⚠️ CONFIDENTIAL DOCUMENT

This worksheet contains proprietary pricing information and cost analysis. DO NOT share with clients or unauthorized personnel. For internal estimating and project management use only.

🏗️ ContractorCost Pro™

Create Account

Reset Password

Welcome! Set Up Your Company

📦 Found Local Data

⚙️ Settings & Configuration

🏢 Company Information

⚙️ Calculation Settings

Sales Tax Settings

Estimate Display Options

🔐 Change Password

👥 User Management

Create New User

Active Users

🔑 Roles & permissions

🧾 Labor Burden

Default Labor Burden Costs

👷 Labor Categories

Add New Labor Category

Labor Burden Costs (%)

📦 Master Materials Library

🔧 Master Other Costs Library

🔗 QuickBooks connection

🏗️ Project Management

📊 Market Pricing Benchmarks

💼 Financial Data & Overhead Calculator

🏭 Multiple Overhead Pools (Advanced) ?

Add New Overhead Pool

📥 Import & Export

💾 Backup & Export

💬 Help & Support

⚠️ Legal Information

📋 Manage Master Materials List

📋 Manage Master Other Costs List

📋 Categorize Financial Data

⚠️ CRITICAL: Read Before Categorizing ▼

📊 Overhead Rate Calculation

Saved Takeoffs

Saved Takeoffs

Extracted Elements — Review & Edit

👥 Customers

New Customer

Billing Address

Shipping / Job-Site Address

📝 Notes

📎 Documents & Photos

🏗️ Projects

📋 Linked Estimates

📐 Linked Takeoffs

✅ Linked Tasks

🔧 Vendors

New Vendor

Billing Address

📝 Notes

📎 Documents & Photos

✅ Linked Tasks

✅ Tasks

New Task

📋 Job Details

Project Timeline

💳 Payment Terms

🔨 Materials

👷 Labor

🔧 Other Direct Costs

📊 Cost Breakdown

Additional Overhead Pools (Optional)

🔄 Update Estimate Rates

📄 Terms & Conditions

📊 Track Actual Costs (Optional)

Actual Materials

Actual Labor

Actual Other Costs

📈 Variance Analysis

Breakdown by Category:

📄 Estimate Display Options

Line Item Display

Labor Display

Additional Options

📋 Estimate

💾 Save Estimate