Projects & Estimates
Create & manage your projects, estimates, and budgets
21 articles
- 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…
- 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…
- 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.
- Creating Scope of Work from PhotosThis feature allows you to upload photos of current site conditions or client inspiration images alongside construction plans to generate a comprehensive estimate.
- 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.
- Adding a New Item to an EstimateLearn how to add a new item to your estimate manually or by using items from your pre-existing catalog. This guide walks you through the process step-by-step to ensure you…
- 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…
- Adjusting Estimate Markup and Margin PreferencesThis guide explains how to manage your profit settings within a project estimate. You can choose to enable markup or margin on a per-line-item basis and define default percentages for…
- How to Create an Estimate with AIThis guide walks you through the process of creating a new estimate in, from initial setup to adding project details like scope of work and fixture quality. You will learn…
- Creating a Detailed Scope of Work in KonstructIQKonstructIQ’s AI-powered estimation allows you to quickly generate a detailed scope of work by leveraging project documents or text descriptions. This reduces manual data entry and ensures that your project…
- 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.
- Using the Smarter Estimate AI AssistantInstead of manually navigating menus to adjust financial line items or formatting, you can now use natural language to manage fees, discounts, taxes, and cost code numbering directly within the…
- Returning to the Scope Review Page After an Estimate Is GeneratedHow to get back to the Scope Review stage after an estimate has already been created — including the delete-to-return method and how to preserve your scope first.
- Adjusting Your Scope After an Estimate Is GeneratedBest practice for refining scope on the Scope Review page, and how to use the AI Assistant to add information for an already existing estimate.
- 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.