Features / Fully Customizable

Fully Customizable

Markup rates, categories, payment templates, and standard terms — tailored to your workflow from top to bottom.

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The problem

  • Generic estimating software forces you into someone else's workflow
  • Rigid categories and templates don't match how you actually work
  • Every workaround adds friction to a process that should be fast

How BidRunnerPro helps

  • Set your own markup rates, categories, and defaults
  • Build payment templates and standard terms around your business
  • The tool adapts to your workflow, not the other way around
Admin settings — defaults & markup rates images/features/customization-1.jpg
Set once, apply everywhere

Your rates, your defaults

Configure default markup rates and your company and contractor info once, and have it apply automatically to every new estimate.

  • Set default markup rates per category
  • Configure company & contractor info once
  • Applies automatically to new estimates
Custom category configuration images/features/customization-2.jpg
Structured your way

Your categories, your structure

Organize line items and material selections the way your business actually sells work, not the way a generic template assumes you should.

  • Organize items & selections your way
  • Add or rename categories as needed
  • Structure estimates to match how you sell
Standard terms & template setup images/features/customization-3.jpg
Consistent output

Your terms, your templates

Save standard contract terms and reusable payment schedule templates once, so every project goes out with the same professional, consistent output.

  • Save standard contract terms
  • Build reusable payment schedule templates
  • Consistent output across every project
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Other features that pair well

Estimate Builder Material Selections Manager Unlimited Client Portals Contract Writer Item Database Estimate Templates Markup & Profit Tracking Payment Schedules

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FAQ

Fully Customizable — common questions

Yes — update your default markup rates anytime from account settings; changes apply to new estimates going forward.
Yes — add, rename, or reorganize categories to match how your business actually structures projects.
On Pro and Crew plans, account-level defaults and templates apply across every user on your team.
Yes — account defaults are a starting point; you can override markup, categories, or terms on any individual estimate.