Estimate revision and supplement tracking
Keep every estimate revision clear and current.
Track supplements without losing the history behind a job. EstimaDesk separates estimation types, records revisions, and keeps the active value visible when the work changes.
A clearer revision path
From initial estimate to current total
Define the estimate type
Separate work by the service being estimated, such as roof, mitigation, or another estimating category.
Record the revision
Add a new revision when a supplement or updated estimate changes the work. Keep the prior version as history.
See the active picture
Use the latest revision of each active estimation type to understand the current job total.
The problem
A changed estimate should not erase the reason it changed.
When revised files and totals live in different places, teams can lose track of which version is active, what needs to be billed, and what the client has seen.
What stays connected
Revision history
Keep prior revisions as context instead of overwriting them.
Active totals
Understand the latest active value across your estimation types.
Billing context
Create invoices with the work and revisions behind them in view.
Job files
Keep the supporting files and timeline tied to the right job.
Start with a clean job record
Revision tracking works best when intake is organized.
Use the free job-intake checklist to capture the details, files, ownership, and first deadline before the estimate work starts.