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From company profile to polished estimate in minutes.
Estimates, proposals, scopes of work, and business letters, drafted from your actual company profile and refined with you section by section. The document you export is the document you shaped, as Word or PDF.
The slowest part of winning work is producing the paper. GearHead drafts estimates, proposals, scopes of work, and letters grounded in your company profile: your services, your rates, your terms, your voice. Then, unlike a one-shot generator, it refines the same document with you, section by section, in conversation. Tighten the scope, adjust the pricing table, soften the terms, and export the finished piece as Word or PDF. The prospect gets a professional document. You get your afternoon back.
What it does for you
What the document engine actually does.
Grounded in your company profile
Drafts pull from your real services, pricing, terms, and past work. The first draft already knows what you charge, how you scope, and how you sign off, because it is built from your profile, not a template.
Refined section by section
"Tighten the scope section." "Add a line item for permit fees." "Make the payment terms net 15." GearHead edits the same document in place as you work, so revisions build instead of starting over.
Four document families
Estimates with line items and totals. Proposals with approach and pricing. Scopes of work with deliverables and exclusions. Business letters that sound like you wrote them. One engine, one voice.
Informed by past clients
Memory surfaces what you charged similar clients, what scope language held up, and what caused disputes. New estimates start from what your history says works.
Export as Word or PDF
When the document is right, export a clean Word file for further editing or a PDF ready to send. Formatting, headers, and totals arrive intact.
Pick it back up anytime
Documents persist across conversations. Start an estimate Tuesday, get the site measurements Thursday, and continue exactly where you left off with the same document.
From setup to running in minutes
Describe the job
"Draft an estimate for the Hendersons: kitchen remodel, demo, cabinets, counters, about three weeks." GearHead builds the first draft from your company profile.
Review the draft
The draft arrives with your services, your rates, and your standard terms already in place. Read it like you would review a junior estimator's work.
Refine in conversation
Adjust sections, line items, pricing, and language by asking. GearHead edits the same document in place, so every change builds on the last.
Export and send
Download the finished document as Word or PDF and send it. When the client asks for revision two, pick up the same document and keep going.
Who's using Estimates & Proposals
The same-day estimate
Walk the job in the morning, describe it to GearHead in the truck, refine line items over lunch, and send the PDF before the competition has scheduled their site visit.
Proposals at 70 percent on arrival
A prospect asks for a proposal. GearHead drafts it from your profile and what similar engagements looked like. You spend twenty minutes on strategy and pricing instead of two hours on boilerplate.
Scopes of work that prevent scope creep
Deliverables, exclusions, and revision limits drawn from what actually went sideways on past projects. The SOW protects the engagement because it remembers the last one.
Letters that used to eat the afternoon
Lease renewal letters, vendor notices, owner updates. Describe the situation, get a letter in your voice on your letterhead terms, refine two lines, export, done.
Pairs well with
Estimates & Proposals is even more powerful when combined with these features.
Win the work. Skip the paperwork afternoon.
Book a walkthrough, bring a real job you need to quote, and watch GearHead draft and refine the estimate live from your company profile.