Create an Estimate Template

Improve efficiency and accuracy with standardized construction estimates powered by ConstructionOnline's OnCost™ Estimating & Company Template options

ConstructionOnline's industry-leading construction estimating software allows users to create fast and accurate construction estimates to track financial progress from project creation to completion. With convenient options like creating Estimate Templates, users can customize and/or repurpose the estimate structures that work best for them to increase the productivity and profitability of their construction contracts.

ConstructionOnline™ Company Users are provided with four convenient ways to create Estimate Templates. Follow the hyperlinked text below to find detailed steps related to the Estimate Template creation option you desire:

Save an Existing Estimate as a Template: Create an Estimate Template from an existing OnCost™ Estimate within ConstructionOnline™
Create a Blank Estimate Template: Build a new Estimate Template from scratch
Create a New Estimate Template from an Existing Estimate Template: Customize an existing Estimate Template to generate a new Estimate Template
Import an Estimate Template from Excel: Import an Excel file using ConstructionOnline's Import Template to create a new Estimate Template

Best Practice: It is highly recommended to use the Standard (3-Level) Estimate Detail option when creating new Estimate Templates. This estimate structure consists of Categories, Subcategories, & Items and is fully compatible with ConstructionOnline's OnPoint™ Proposal Wizard, Company Costbooks & Items Database, and Redline™ Takeoff.

♦ Note: 2-Level Estimates are a Legacy option and are not compatible with many of ConstructionOnline's financial features, like Redline™ Takeoff, Company Costbooks, or the OnPoint™ Proposal Wizard.

If you have any additional questions about Legacy features, please contact UDA Technologies at 1-800-700-8321 or via live chat.

HAVE MORE QUESTIONS?

Frequently asked questions (FAQ) regarding OnCost Estimating can be found in the FAQ: Estimating article.
If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.