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From a job, select New Proposal and choose a type:
  • ROM (Rough Order of Magnitude) — a quick, high-level estimate based on your initial notes, useful for giving a customer a fast ballpark.
  • Detailed — line items generated directly from completed scope sheets, room by room.
TrueRestore’s AI generates the first draft — sections and line items with quantities, units, and pricing pulled from your catalog and Time & Materials schedule — for you to review before sending. Prefer to skip AI entirely? You can also build a proposal completely by hand, adding sections and line items yourself.
Catalog items sourced from suppliers like Home Depot or Lowes are reference pricing your team maintains, not a live price feed — update an item’s cost yourself if a supplier’s price changes.