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Project Planning Tools

Pro Planning Tools

Plan Your Project

LISTS TOOL

  • Save Go-To Materials

  • Add List Items to Projects or Quotes

  • Get AI-Powered Estimates

 

PROJECTS TOOL

  • Organize & Plan the Job

  • Track Purchases

  • Collaborate with Your Team

 

QUOTES

  • Get One-Off Quotes or by Project Phase

  • Build Quotes Online or at The Pro Desk

  • Finalize Cost & Schedule Delivery

 

Get Started

Planning Tool Resources

Lists

Lists

Plan the Job Faster Using the New AI-Powered Materials List Generator

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Projects

Projects

Centralize Project Management, Purchasing & Planning in One Tool

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Quotes

Quotes

Create a Quote to Lock In Pricing from Projects or Lists

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How Projects Speed Up the Job

Frequently Asked Questions

Yes, you can access these tools in the App in your Pro Xtra Account.

Yes, you can create Quotes from both Projects and Lists. In a Project, Quotes can be saved for specific jobs.

Yes, you can import your favorites list into a Project by selecting "Add Materials" then "Copy from an Existing List".

To share a project, select "Share" at the top of the Projects page. You are able to share the entire Project or select groups. You may also share or hide pricing. Upon selection, enter the recipient's email address to share.