Estimates

Build line-item estimates, version them, and convert to proposals or purchase orders.

What estimates do in Tenon

An estimate is a line-item cost breakdown for a project. You build it in Tenon, version it as scope changes, send it to clients as a proposal, and use it as the budget baseline for change orders throughout the job.

Creating an estimate

Open a project and click Estimates → New estimate. Add line items by typing descriptions and costs directly, or pull from your cost catalogue (saved unit prices for recurring work types). Group items into sections to mirror your CSI divisions or custom scope breakdown.

Sending a proposal

When your estimate is ready to share, click Send proposal. Tenon generates a PDF-quality proposal with your company branding. The client receives a link where they can view, comment, and accept online — or you can print and sign it the traditional way.

Change orders

When scope changes mid-job, create a Change order from the project’s financials tab. Each CO references the original estimate line items affected, keeps a running approved total, and shows the client a clear before/after. Approved COs automatically update the project budget.

Budget tracking

Once a project starts, Tenon compares your estimate to actual costs (timesheets, purchase orders, bills). The Budget health dashboard widget shows budget vs. actual in real time so you’re never surprised at the end of a job.