Shiloh Portal Estimating Prototype
New Bid
Timesheets Irrigation Add to iPhone Home Screen

Project & client

Shared contacts used by Project and Master Tracker Owner — pick a saved client or start a new one.

This prints on the client proposal under “Scope of Work.” Be specific — list the areas, materials, and work included so there's no ambiguity later.

Prints on the client proposal below the pricing. This is a starting draft based on your general contract language — it is not legal advice, and we recommend having an attorney review it before it's used with clients. Edit freely per bid.

Item & labor catalog

0 priced items from your Items tab — labor, subcontractors, machinery, stone, soils, mulch, and every plant category.

Bulk material calculator

Same coverage rates as your Pricing tab — figure quantity from a bed's dimensions, then drop it straight into the bid.

Seasonal color

Annual color pricing = material + delivery/qty + install labor, marked up — exactly like your Seasonal Color tab. Enter a quantity to see the per-plant price.

Bid summary

Everything you've added, category totals, and cost-plus pricing tiers like your Final tab.

Line items
0
Raw cost
$0
Catalog price (sum)
$0
Quoted total
$0

Line items

ItemCategoryQtyUnit priceTotal
No line items yet — add some from the Catalog, Materials Calc, or Seasonal Color tabs.

Category breakdown

Cost-plus pricing tiers

Applies a company-wide margin on top of the cost basis below — pick a tier to set it as your quoted total. This mirrors the Cost / Rev / PM / Markup columns on your Final tab.

Markup on costCostQuoted priceProfit margin

Final numbers

Sub total (quoted)$0.00
Sales tax (8.25%)$0.00
Total due$0.00
Deposit (45%)$0.00
Balance on completion$0.00

Downloads a real, formula-driven .xlsx laid out like your Final & Line item final tabs — for your own estimating records.

Client bid proposal

A clean PDF for the client — company header, project & client info, terms, description, and the Description / Total Amount table with Sub Total, Tax and Total. No cost, markup, or margin figures — just what's on your Final tab in columns A–I.

Proposal style:
Edits save with this bid.

Bid Maintenance

Landscape maintenance proposals — cost calculator, optional items 6/7/8, and printable contract. Stored separately from install bids.

Core maintenance (bill rates)

Additional services

Service Times/yr Hours / qty Zones / bags / SF / flats Bill rate Unit cost Yearly total
Irrigation — $0
Fertilization — $0
Light check — — $0
Frontage field areas — — $0
Rye overseed — $0

Optional contract items 6 / 7 / 8

When checked, costs fold into the monthly total and the contract says (included). When unchecked, those lines are excluded from price and the contract says (At Additional Cost).

Pond yearly
$0
Color yearly
$0
Mulch yearly
$0
Visit total
42
Summer + winter
$0
Yearly total (G23)
$0
Monthly (tax not incl.)
$0

Tax (8.25%) internal note only — not on contract. With tax: $0

Defaults to computed monthly total. Override anytime; contract uses this figure.

Contract preview

Filled from fields above as normal body text · Word download uses Justin’s DOCX template

Saved maintenance proposals

Cloud + localStorage cache

Cloud save ready.

Saved bids

Synced to the server (Postgres) so Justin does not lose work when localStorage clears. This browser keeps a local cache for offline use. Use folders to track Bidding, Approved, Archive, and Completed. Export JSON still works as a manual backup.

Cloud save ready.

QuickBooks Online

Invoices

Checking QuickBooks connection…

Completed bids can create an invoice. Without Intuit app keys the app uses mock mode (local pending invoice). Setup: docs/QUICKBOOKS_SETUP.md.

Master Tracker

Excel-like working tables for Enhancement & Irrigation bids, Active / Proposed contracts, and Prospects. Cloud-synced (Postgres). Enhancement and Irrigation stay as separate views — duplicate bid #s are flagged, not merged.

Idle

Items 0
Raw cost $0
Quoted total $0