The ConGenius Estimating Workflow
A step by step guide on how to build estimates in ConGenius
Create a project
Create a project
Create a project
Create a project
Get started estimating, measuring, and building your proposal by creating a project.
Click the “Estimate” tab, and get started by adding “Sections” and subsections.
Click the “Estimate” tab, and get started by adding “Sections” and subsections.
Click and drag to nest subsections and reorder your sections list.
Click and drag to nest subsections and reorder your sections list.
Build your sections and subsections
Build your sections & subsections
Build your sections and subsections
Build your sections and subsections
Organize your estimate by room, area, or trade, or skip this step to start adding line items.
Organize your estimate by room, area, or trade, or skip this step to start adding line items.
Organize your estimate by room, area, or trade, or skip this step to start adding line items.
Modify section defaults in “Company Settings”
Modify section defaults in “Company Settings”
Modify section defaults in “Company Settings”
Add section descriptions on the “Items” tab
Add section descriptions on the “Items” tab
Add section descriptions on the “Items” tab
Add line items to figure your costs
Add line items to figure your costs
Add line items to figure your costs
Add line items to figure your costs
Add line items to figure what the job costs to ensure you make money on every project. Set your markup on the next tab.
This is your catalog browser. Find prebuilt items and assemblies from the ConGenius or Home Depot catalogs, and build your own.
This is your catalog browser. Find prebuilt items and assemblies from the ConGenius or Home Depot catalogs, and build your own.
Set quantities by typing a value or clicking the measure icon to select from digital measurements
Set quantities by typing a value or clicking the measure icon to select from digital measurements
Set quantities manually or with digital measurements
Build your sections & subsections
Set quantities manually or with digital measurements
Set quantities manually or with digital measurements
Apply measurements to line items to get your material list, and calculate your costs more accurately.
Apply measurements to line items to get your material list, and calculate your costs more accurately.
Apply measurements to line items to get your material list, and calculate your costs more accurately.
Set markup to cover your overhead and profit
Set markup to cover your overhead and profit
Set markup to cover your overhead and profit
Set markup to cover your overhead and profit
Set markups per item type, or markup everything to account for your overhead and profit.
Once you have customized your preview settings, click the “Save for Future Projects” button to eliminate repeat work.
Once you have customized your preview settings, click the “Save for Future Projects” button to eliminate repeat work.
Specify the level of detail you want your customer to see
Build your sections & subsections
Specify the level of detail you want your customer to see
Specify the level of detail you want your customer to see
Estimates are formatted automatically. On the “Preview” tab, simply check settings, and click
“Send Proposal” to finalize.
Estimates are formatted automatically. On the “Preview” tab, simply check settings, and click
“Send Proposal” to finalize.
Estimates are formatted automatically. On the “Preview” tab, simply check settings, and click
“Send Proposal” to finalize.
Customize your proposal and send for e-sign
Customize your proposal and send for e-sign
Customize your proposal and send for e-sign
Customize your proposal and send for e-sign
Toggle on and off proposal pages and customize for a beautiful proposal with no formatting required.
Ready to Build Like No One Else? Take your construction business to the next level!
Ready to Build Like No One Else? Take your construction business to the next level!
Ready to Build Like No One Else? Take your construction business to the next level!
Ready to Build Like No One Else? Take your construction business to the next level!
Frequently Asked Questions
Can’t find the answer you’re looking for? Email us at info@congenius.com.
Who is ConGenius for?
I have a big team, can I use ConGenius?
My trade isn’t listed above, is ConGenius for me?
Why ConGenius over other tools?
Does ConGenius have a mobile app?
Does ConGenius have a quickbooks integration?
Who is ConGenius for?
I have a big team, can I use ConGenius?
My trade isn’t listed above, is ConGenius for me?
Why ConGenius over other tools?
Does ConGenius have a mobile app?
Does ConGenius have a quickbooks integration?
Who is ConGenius for?
I have a big team, can I use ConGenius?
My trade isn’t listed above, is ConGenius for me?
Why ConGenius over other tools?
Does ConGenius have a mobile app?
Does ConGenius have a quickbooks integration?
Who is ConGenius for?
I have a big team, can I use ConGenius?
My trade isn’t listed above, is ConGenius for me?
Why ConGenius over other tools?
Does ConGenius have a mobile app?
Does ConGenius have a quickbooks integration?
© Copyright 2025, All Rights Reserved by ConGenius, LLC
© Copyright 2025, All Rights Reserved by ConGenius, LLC
© Copyright 2025, All Rights Reserved by ConGenius, LLC
© Copyright 2025, All Rights Reserved by ConGenius, LLC