Estimates
Win more work. Quote in minutes.
Slow quotes lose jobs. Aimsio lets you build detailed estimates from your price book, collect digital approvals, and convert winning bids directly into billable price books.
Before & After
What changes when you switch to Aimsio
Without a T&M Estimate System
- Quotes built from spreadsheets - Teams assemble estimates manually, introducing formula errors and version confusion on every quote.
- Approvals via email chains - Clients receive PDF attachments and respond by email, creating slow, fragmented approval trails.
- Rates re-entered when jobs start - Approved quotes live in a separate system, forcing billing to manually re-key rates into the job setup - another chance for error.
- No revision history - When a client disputes what was quoted, there is nothing authoritative to point to and no way to prove what was agreed.
With Aimsio T&M Estimates
- Proposals out the door faster - Build detailed estimates from your price books in minutes, on web or mobile.
- Clients approve without a single phone call - Digital reviews and sign-offs through the client portal, with a timestamped record.
- Winning bids become billable price books instantly - One click converts an approved estimate into a price book for the job.
- No more 'I thought we agreed on...' disputes - A timestamped, signed approval record settles questions before they become arguments.
Core Capabilities
Everything you need to estimate and win work
From price book to approved quote to billable job, all in one system.
T&M Estimate Builder
Build itemized time-and-materials estimates with labor, equipment, and materials, all pulled from your existing price books. Create estimates from the web or mobile.
Line-Item Discounts
Apply a percentage discount to any line item on the estimate. Discounts appear on the PDF version of the estimate so clients can see exactly what they are getting.
Client Approval Workflow
Send estimates to clients for digital review and sign-off via the Aimsio Client Portal. No more printing, scanning, or chasing signatures. Approval is timestamped and stored with the estimate.
Convert to a Price Book
Turn an approved estimate directly into a price book for the job. Rates are locked in and applied automatically to every field ticket, eliminating billing discrepancies from day one.
Hide Line Item Pricing
Choose to show or hide individual line item rates on the client-facing PDF. When hidden, Aimsio totals the amounts per billing category. Useful when you want to show a summary rather than a full rate breakdown.
Create a Job from an Estimate
Once an estimate has been completed or approved, you can create a new job from it in one click. The client details and price book gets included automatically. No gaps between the quote and the job.
How It Works
From estimate to approved job in three steps.
Build your estimate from rate sheets
Create a detailed T&M estimate by adding labor, equipment, and material line items. Rates pull from your selected price book so the numbers are accurate without manual lookup.
- Created on web, iOS or Android
- Rates pulled from your price books
- Option to hide individual rates on the PDF
Estimate BuilderClick to Zoom Send to client for digital approval
Share the estimate via the Aimsio Client Portal. Clients review line items, ask questions, and sign off digitally - no printing, no email attachments, no chasing for a response.
- Client receives a secure review link
- Digital signature with timestamped approval record
- Revisions turned around faster than email chains
Client ApprovalClick to Zoom Convert to price book and create the job
Once approved, create a price book to lock in the quoted rates. Then, create a new job directly from the estimate. Every ticket on that job bills at the quoted rates.
- One-click conversion to price book
- Rates auto-applied to all tickets on the job
- No re-entry of rates at billing time
Convert to Price BookClick to Zoom See It In Action
T&M Estimates in the platform
Watch how Aimsio T&M estimates work in a real field operations environment.
One of my favorite features is the estimate section, which allows us to quickly create detailed, accurate proposals for our clients. Reviewing timesheets is now much more effortless, as they are broken down by days or weeks, making our daily review process simple and efficient. Overall, Aimsio has streamlined our workflow and helped us stay organized and productive.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaCurrently on Aimsio Lite?
T&M Estimates are available as an add-on: no plan upgrade required. Or, if you are ready for the full toolkit, Essentials includes T&M Estimates alongside timesheets, tickets, invoices, and more. Contact your client success manager to get started, or compare plans to see what fits.
Frequently asked questions
A T&M (time-and-materials) estimate in Aimsio is a structured quote built from your existing price book rates. You itemize the labor, equipment, and materials you expect to use on a job, apply any discounts, and send it to the client for digital approval. Once approved, it converts into a price book that locks in rates for the job.
Yes. Estimates can be created on the Aimsio web portal, iOS, and Android. Sending the estimate for client approval and updating the approval status is done from the web portal.
Yes. Each line item on an estimate has a Discount field where you can enter a percentage discount. The discount appears on the PDF so clients can see exactly what they are getting.
When an estimate is ready, you share it with your client via the Aimsio Client Portal. The client receives a secure link, reviews all line items, and signs off digitally. The approval is timestamped and tied to the estimate record, giving you a clear audit trail that eliminates disputes about what was agreed.
Once your Estimate has been approved, you can easily convert it into a Price Book, which will be attached to the Job. Every ticket on that job automatically bills at the rates that were quoted.
Yes. Every change to an estimate is tracked in revision history. Clients always see the current version and you always have a complete record of what changed, who changed it, and when. This makes it easy to answer client questions about scope or pricing without digging through email threads.
T&M Estimates are included in Aimsio Essentials, Performance, and Ultimate. They are not included in Lite but can be added as a standalone add-on. Compare product plans →
Aimsio T&M Estimates are used by field service companies across oilfield services, construction, pipeline maintenance, hydrovac, and industrial services - any business that bills clients based on actual time and materials used on a job. If you quote work before starting and reconcile actuals at billing, Aimsio estimates will fit your workflow.
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