Construction estimating & change order softwareEstimate it once. Run the job from the same numbers.
Build the estimate, send the branded quote, and when it is won Appello builds the job from it — customer, contact, location and PO carried across.
The estimates list: every estimate with its status, value and due date.
- Draft / Sent / Won / Lost / On Hold
- Bid-first or full build-up
- Sales reports by status, estimator, customer, customer type
- Estimate calendar
Insulation, mechanical and electrical contractors running on Appello
What changes in the office on Monday
The estimate lives in one spreadsheet, the job budget in another, and the change orders in an email thread. None of them agree by month three.
The estimate becomes the job
Mark it won and a guided setup creates the job from it — customer, contact, location and PO. Nobody re-types a bid.
Change orders that get invoiced
Numbered per job and tracked from draft to approved, then billed on the next progress invoice.
Counted across every Appello customer account, 2 September 2026.
From the bid to the last change order
Sales in Appello is built around the two documents that decide whether a job makes money. Every step below is in the product today unless it says Beta. Those with a page of their own link to it.
Price the work
Bid-first, or built up line by line.
Estimating & bidding
Draft, sent, won, lost, on hold.Itemized estimates
Sections and line items by cost code.Estimate templates
Start from the last one like it.Schedule of Values from estimate
The bid's cost codes seed the SOV.Send it
Branded, and out the same day.
Quote letters
Your template, your terms, your logo.AI-assisted quote writing
Drafts the letter from the estimate.Estimate calendar
What is due, and what is going stale.Win it and run it
The handoff that usually loses money.
Estimate to job
The won estimate sets up the job.Change orders
Draft → sent → approved, then billed.Change order reporting
What is priced, approved and still unbilled.Know your pipeline
Instead of guessing at it.
Sales reporting
By status, estimator, customer and type.Why trade contractors pick Appello
The union engine is the product, not a setting
Trade levels, wage regions, versioned agreements, travel rate cards and overtime rule sets are first-class records — the same records the schedule and the job cost read.
Built for ICI sub-trades, not adapted from service
Insulation, sheet metal, HVAC, electrical, scaffold, firestop — crews working under a GC on hospitals, plants and outages. That is the only customer we build for.
Honest about what is built
Everything on this page is in the product today unless it says Beta.
Your job in Appello
Your trade
Sales & Estimation works with
One record per job, per worker, per asset. The modules share it.
Questions we get about sales & estimation
Is there a deal pipeline?
Appello tracks companies, contacts, estimates and change orders, with sales reports and an estimate calendar. It does not have a Kanban deal pipeline today; the estimate statuses are the pipeline.
What carries over when an estimate is won?
A guided setup creates the job from the estimate, carrying the customer, contact, location and PO. The job is numbered automatically and linked back to the estimate.
Can I price change orders from the field?
Yes. Change orders can be created from a job, priced with line items, sent to the customer and marked approved or rejected. Approved ones roll into the next progress invoice.
Bring a bid you're working on
We'll build it up in Appello during the demo and turn it into a job in front of you.
Score your operation in 8 minutes
22 questions on how your office runs today. You get a scored report and the three things worth fixing first — no call required.
Start the scorecard