How to order an Estimate in SiteRecon?
With SiteRecon’s unified workflow, you can now order both takeoffs and estimates in one step. Our team delivers not just measurements, but a complete, line-item estimate tied directly to the map—complete with service items, production rates, and proposal-ready outputs. This guide explains when to order an estimate, how to place your order, and what happens after delivery.
SiteRecon now allows you to order takeoffs and estimates in one unified workflow, saving time, reducing handoffs, and giving you ready-to-use bids straight from the map.
Note: Estimation ordering is available to users on the Partner Plan or higher. Contact your SiteRecon Account Manager if you don’t see the option in your workspace.
What Happens When You Order an Estimate?
When you order an estimate, SiteRecon’s team does more than just measure the site, we also generate a complete, line-item estimate tied directly to the map.
Here’s what you receive:
Included in Delivery | Description |
---|---|
Completed Takeoff | With all relevant service layers (turf, beds, edges, etc.) |
Mapped Service Items | Layers broken down into estimating-ready services (e.g., mower types) |
Applied Production Rates | Industry-standard or customer-provided, depending on your workspace setup |
Line-Item Estimate | Including quantities, units, unit rates, and total price |
Proposal-Ready Output | You can export this as a PDF or send to your CRM |
This eliminates the need to convert measurements into spreadsheet formulas or plug numbers into estimating software manually. It’s all done for you.
When Should You Order an Estimate?
Order an estimate when you:
- Want a fully priced bid for a property (not just measurements)
- Need to move fast on a proposal and don’t have time for manual estimating
- Are training new estimators and want to set a benchmark
If you just want measurements and plan to estimate manually, you can order a takeoff only.
How Long Does It Take?
Your estimate will be delivered within the timeline committed in your plan.
- Partner Plan (Standard Delivery): Within 24 hours
- Express Orders (if enabled): Faster delivery at additional credit cost
How to Order an Estimate
Here is a step-wise process of placing an estimation order at SiteRecon:
- Login to SiteRecon
- Click on “Create Property” on the dashboard
- Enter property address in the search bar
- Select “Estimation Order” and then click on “Create Order”
- Click on “Confirm Parcel”. You can draw, edit, and cut parcel at this stage as well before confirming
- After you confirm the parcel, a pop-up shows up with all the services packages. Select the packages based on your requirements and then click on “Done” and then click on “Get Estimate”
- Your estimation has now been placed. You next see the progress of your order on the screen
After You Place the Order
Once your estimate is delivered:
- You’ll receive an email
- Open the property and click on “Baseview” to view the line-item breakdown
- This is how your estimation will look like:
- Click on “Service Map” to see how your services will look tied to the map
- Click on “Analytics” to view detailed insights about your estimate
- To download and export the pricing details, click on the Export. You can download the estimation in the form of a PDF or export into an Excel Sheet.
Note:
- You can not edit the “Baseview Estimate”.
- To edit an estimation order, you will have to create a copy of the baseview and then you can edit the copy.