Keep the estimating path simple.

Use one clear path: intake, builder, worksheet, then proposal. Assemblies, price book, and blueprint stay secondary unless the estimate truly needs them.

Use this order

Intake → Builder → Worksheet → Proposal

If a draft is already underway, resume Builder scope instead of restarting intake.

1. Intake

Estimate intake

Capture enough customer info to open the estimate without getting stuck in admin work.

2. Builder

Estimate builder

Load sections and assemblies first, then only add manual items for field conditions.

3. Worksheet

Worksheet

Make one pricing check and one cleanup pass before anything is sent.

4. Proposal

Proposal

Keep the proposal focused on scope, terms, total, and the next customer step.

Support tools

Assemblies

Reference reusable scope only when Builder needs another starter or comparison.

Pricing lookup

Check pricing support only when worksheet review exposes a real gap.

Workflow notes

Use product and workflow notes only when the build path needs clarification.