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From Estimate to Project

Learn how to build accurate estimates, get them approved,
and convert them into fully structured projects


Why This Matters

What happens after the estimate is just as important as winning the job.
If your process from estimate to project isn’t structured, it can lead to:
  • Missing or incorrect cost data carrying into projects
  • Disconnected workflows between sales and operations
  • Manual rework that slows everything down
  • Limited visibility into job performance and profitability
Getting this right ensures a smooth handoff, accurate job costing, and better control once the work begins.


What You’ll Walk Away With

By the end of this session, you will know how to:
  • Build complete estimates using templates, cost items, and manual entries
  • Structure labor correctly so reporting and job costing stay accurate
  • Assign line items to subcontractors and vendors within the estimate
  • Send estimates for approval using e-signature, email, or PDF
  • Track estimate status and manage signed documents
  • Convert approved estimates into projects with cost data carried over
  • Navigate key project tabs (Schedule, Timecards, Daily Logs, Bills, Invoices, Procurement)
  • Set up client access to projects with the Client Portal
  • Use project reports to track job cost, budget vs. actuals, and committed costs
  • Understand next steps for continued learning (Intermediate, Q&A, 1-on-1 training)
This is about creating a clean transition from winning the job to executing it.


What to Expect

This is a hands-on session focused on connecting your estimating process directly to project execution. We’ll walk through how to build estimates the right way, get them approved, and turn them into active projects without losing data or momentum.

This is not just about creating estimates—it’s about setting your jobs up to run efficiently from day one.


Who This Is For

  • Contractors ready to move from estimating into active project management
  • Estimators and Project Managers responsible for job handoff and execution
  • Teams looking to improve accuracy, visibility, and workflow between sales and operations
If your transition from estimate to project feels manual or disconnected, this session will help you streamline it.

Meet Your Trainer


Our team works directly with contractors to help them streamline operations, improve workflows, and get more out of their system from day one.

Tayo Akinwale
Contractor Foreman
I am a Construction Project Manager with over 17 years of experience delivering commercial, residential, and large-scale civil infrastructure projects, My background spans the UK, and international markets, where I have successfully led multidisciplinary teams, managed complex stakeholder environments, and consistently delivered projects on time and within budget.
I specialize in project planning, scheduling, cost control, and construction operations, with hands-on experience using various tools. In my current role, as a trainer at Contractor Foreman I help industry professionals using this project management software, to streamline workflows, improve communication, and increase project efficiency.
My approach combines real-world construction expertise with practical technology solutions, ensuring that systems like Contractor Foreman are applied in ways that drive measurable results on actual projects.
  • Tayo Akinwale
    Contractor Foreman
    I am a Construction Project Manager with over 17 years of experience delivering commercial, residential, and large-scale civil infrastructure projects, My background spans the UK, and international markets, where I have successfully led multidisciplinary teams, managed complex stakeholder environments, and consistently delivered projects on time and within budget.
    I specialize in project planning, scheduling, cost control, and construction operations, with hands-on experience using various tools. In my current role, as a trainer at Contractor Foreman I help industry professionals using this project management software, to streamline workflows, improve communication, and increase project efficiency.
    My approach combines real-world construction expertise with practical technology solutions, ensuring that systems like Contractor Foreman are applied in ways that drive measurable results on actual projects.
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