The Estimation Sheet in SiteRecon gives you a complete, line-by-line breakdown of how your estimate was calculated, based on actual measured quantities, configured production rates, pricing logic, and service mappings. It’s designed to be both transparent and exportable, so you can review, analyze, or use it in downstream systems like CRMs or ERPs.
This article explains:
- What’s included in the Estimation Sheet
- Who uses it and why
- How to use it for internal reviews, proposals, and pricing audits
- How to download it and in what formats
How to Download the Estimation Sheet?
- From your SiteRecon dashboard, click on the property for which the estimate has been delivered.
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- Inside the property view, you'll see different layers assigned to that property on the left panel. To access the detailed line-item view, click the “Dropdown” and select “Estimation View.”
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- In the top-right corner of the Estimation View, click on “Export.”
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- You'll be prompted to choose from the available export options. SiteRecon currently supports:
- Price Sheet – A service-level pricing sheet meant for client reference
- Download Export Sheet (CSV) – A service-item pricing sheet suitable for use in Excel or Google Sheets
- Snow Price Sheet – A schedule for snow pricing based on service conditions
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Choose the option that best fits your use case.
What’s Included in the Estimation Sheet?
Each row in the Estimation Sheet represents a service line item from your estimate. It includes:
| Column | Description |
|---|---|
| Service Name | Name of the service (e.g., Mowing – 52” Deck) |
| Mapped Layer | The takeoff layer associated with the service |
| Quantity | Measured units based on AI takeoff (e.g., sqft, LF) |
| Unit of Measure | The unit used (sqft, LF, count, etc.) |
| Production Rate | Labor time required per unit |
| Crew Size | Number of crew members used in the calculation |
| Time Required | Total man-hours computed |
| Unit Price | Price per unit of service |
| Total Price | Final cost per service line |
| Estimate Notes | Any relevant notes or assumptions |
| Estimated Visits (if recurring) | Total visits used in cost calculation (if applicable) |
Who Uses the Estimation Sheet and Why?
| Role | How They Use It |
|---|---|
| Sales Reps | To create clean, detailed proposals for clients |
| Estimators | To verify and refine pricing logic or create alternative versions |
| Branch Managers | To review assumptions and ensure pricing consistency across jobs |
| Finance Teams | To audit costs, calculate margins, or import into billing systems |
| Ops Teams | To align labor assumptions with actual crew deployment |