Projects & Estimates
Create & manage your projects, estimates, and budgets
27 articles
- Catalogs: Create and Switch Between Multiple Pricing CatalogsMy Catalog is now Catalogs. Learn how to build multiple pricing catalogs, add or import items, set a default, and choose which catalog(s) an estimate should draw from when creating…
- Staff Roles and PermissionsUnderstand the staff roles in KonstructIQ — Basic Access, Project View, Project Admin, Financial Admin, and Full Access — what each one can see and do, and how to combine…
- Creating an Estimate: Start HereHow estimating works in KonstructIQ — the Scope, Takeoff and Estimate stages, choosing between uploading plans and describing the job, and where to go next.
- Create an Estimate from Plans or PhotosThe full AI plan-reading flow: uploading drawings or site photos, using Scope Focus, answering the AI's focusing questions, and reviewing the extracted scope before you generate the estimate.
- Reviewing Your AI Scope of WorkThe Scope tab explained: reading the scope table, clicking a line item to see it on the source drawing, editing items and categories, and using the sheet inventory and page-to-trade…
- Confidence Scores and Verifying AI QuantitiesWhat the confidence percentage next to each AI scope item means, why low scores show in red and bold, and the fastest order to work through them.
- Downloading the BudgetHow to export your project's Budget as a CSV or Excel file, what the Budget includes, and how it differs from the Estimate.
- Tracking When Clients Open Estimates, POs, Change Orders & InvoicesHow KonstructIQ tracks whether a client has opened a sent Estimate, Purchase Order, Change Order, or Invoice — the Opened and Viewed timestamps, what they mean, and how they differ…
- Creating an EstimateHow to start a new AI-generated estimate: choose between uploading plans or photos and describing your project, and where to go for scope review, confidence scores, and estimate editing.
- Using the Takeoff ToolHow to measure a scope item directly from its source drawing with Edit Takeoff, turning an AI assumption into a quantity read off the plans.
- Create an Estimate from a DescriptionThe text and speech-to-text path for building an estimate: describing your project or using a sample template, generating the estimate directly from that description, and what's different from the plans-upload…
- Adjusting Your Scope After an Estimate Is GeneratedTwo ways to change the scope once an estimate already exists — small additions through the AI Assistant, or editing the Scope tab and regenerating — and what each one…
- Scope of Work PromptingHow to steer the AI toward the scope you actually want — Scope Focus trade chips and Custom Instructions on the plans path, Project Description Samples on the description path,…
- Editing the EstimateThe three ways to change an estimate after it's generated: adding line items manually or from your catalog, setting markup and margin preferences, and using the AI Assistant or Batch…
- Create and Send a Bid RequestHow to create a bid request from your estimate, choose which categories and subs to send it to, and what subcontractors see when they respond.
- Compare, Award, and Close BidsHow to track bid responses, add a bid you received outside KonstructIQ, compare bids with AI, award one to your estimate, and edit, reject, or close a bid request.
- Daily LogsDaily Logs allows you to send daily, weekly, or monthly updates to show progress that is being made and what to expect to be worked on next.
- Unit CostUnit Cost lets you estimate a project by breaking it down into individual units of work or materials.
- How to Merge PDF FilesMerging multiple documents into a single PDF is a streamlined way to manage project sets, permit documents, or client estimates.
- Creating Estimates Using Previous Estimates and JobsThis guide provides a straightforward method for creating estimates by leveraging previous estimates and job data to streamline your estimation process.
- Enabling Tax, Fees, and Discounts in Project EstimatesAccurately accounting for additional project costs and reductions is essential for maintaining healthy margins and providing transparent pricing to your clients. This guide walks you through enabling and applying taxes,…
- Editing the Summary of Work for an EstimateManaging project details effectively is key to presenting a professional proposal. This guide explains how to to condense and summarize your building estimates, ensuring your clients receive a clear, high-level…
- Generating Invoices and Purchase Orders from an EstimateThis guide walks you through the process of converting a project estimate into a formal invoice or Purchase Order (PO). Directly generating these documents from your estimate ensures financial accuracy…
- Exporting an Estimate as a CSV FileThis guide explains how to export your project estimate from KonstructIQ as a CSV file. Exporting your data allows you to perform advanced analysis in external software like Microsoft Excel…
- Generating AI Titles and Descriptions for Project DocumentsThis feature uses AI to analyze the line items pulled from your estimate and automatically suggests professional, contextually relevant titles and descriptions for you.
- Why Won't My Plans Process? File Size, Page Count & "Too Many Tokens"What the "too many tokens" message means and how to get large or complex plan sets to process for AI scope generation.