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ControlAxis Estimator

Take Control of Every Estimate.

ControlAxis Estimator is the CRM-connected field estimating add-on for capturing scope, building accurate estimates, progressing approvals and handing accepted work back to CRM without re-keying customer or job information.

See Estimator in your workflow → Explore features
ControlAxis Estimator
Capture in the field Turn site information into structured estimate inputs while the work is in front of you.
Configure the estimate Shape services, pricing and estimate details around your company’s process.
Return it to CRM Move accepted work into CRM job, scheduling, invoice, automation, and Portal workflows.
Field estimating, connected

Capture scope where the work is. Keep the next step attached.

Make estimating a fast field-to-office workflow instead of a disconnected document the rest of the team must interpret later.

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Automatic in-field capture

Capture the quantities, scope, conditions and service details needed to start an estimate while employees are on site.

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Configurable pricing and proposals

Build pricing and scope around the services, quantities, and approvals that matter to your company.

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Approval-to-CRM handoff

Use approval and status events to support CRM job creation, scheduling, invoices, notifications and assignments.

Connected by design

Estimating is stronger when the proof and next step are already attached.

Estimator extends CRM with a dedicated field capture and proposal workflow while keeping customer context, Lens evidence, Portal approvals and the accepted job connected.

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CRM

Reuse the right customer and work information instead of entering it again.

Explore CRM →
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Lens

Attach visual evidence to the work being proposed or documented.

Explore Lens →

The estimating arm of ControlAxis CRM.

Estimator gives field and sales teams a dedicated environment for capturing, pricing, presenting and progressing work while CRM remains the customer and operational source of truth.

Focused field workflow Use a dedicated space for capture, pricing, proposals, and approvals.
Connected from the beginning Reuse CRM customer data, Lens proof and Portal approvals through the complete handoff.
Connected Estimator pricing

Focused estimating with a clear entry point.

Add Estimator to the CRM-led ControlAxis system when your field and sales process needs a dedicated capture and proposal workflow.

Solo · 1 user$19/month
Focused estimating and approvals.
Company · up to 5 users$39/month
A shared estimating workspace.
Complete suite$99/month pre-launch
Five users, CRM, Portal, Estimator, Scan and Lens for 24 months.