COSTBRACKEN ESTIMATING EDITION / 11 NOVEMBER 2026

Terms & scope

What the service does

An own-rate estimating and direct job-cost review workspace, initially for small plastering contractors. Enter your own quantities, rates, conversions, sources and assumptions. Each quote revision is immutable. An owner records evidence of explicit customer acceptance and freezes the job baseline. Actual costs and independently estimated remaining costs form dated reviews. The service records agreement evidence; it does not execute electronic signatures.

Customer quote PDFs/CSVs exclude private cost rates, margins and private notes. Review the customer-visible scope, assumptions, exclusions and commercial terms before issuing a quote. Output tax is an entered arithmetic assumption, not a determination of tax treatment. Quotes are not tax invoices. Direct contribution and contribution after planned overhead are not net profit.

Plans and capacity

Free: 2 retained jobs, 20 rate versions, 5 quote revisions, 30 actual entries, 5 variations and 2 frozen reviews. One owner; customer quote PDF/CSV and private JSON export included. Business Pro: £29.99/month or £299/year, charged in full at the start of the selected interval and renewing automatically until cancelled. No trial. Applicable subscription tax included. Pro: 100 jobs, 1,000 rate versions, 1,000 quote revisions, 10,000 actual entries, 1,000 variations and 200 reviews, owner plus four named colleagues.

Inherited CostBracken budget/actual/forecast and original-PDF allowances are retained. The estimating edition adds the above collections; it does not cancel purchased rights, rewrite legacy records or create a second subscription. Record currency may be GBP, USD, EUR, AUD or CAD; no automatic exchange. Currency is fixed after financial records, rates or jobs. Subscription billing remains GBP.

When Pro ends, the owner can read/export retained records while the service operates. Staff access requires active Pro. If counts exceed free capacity, operational edits stop until the organisation returns to an applicable plan. No records are silently deleted to reduce a count.

Accounts and permissions

Business users must be 18 or over and authorised to use the records. One organisation is owned by an account; staff can belong to multiple organisations. Owner: organisation settings, acceptance, variation decisions, frozen reviews and billing. Estimator: rates, jobs, quotes and variation proposals. Office: actual costs and imports. Viewer: read/export. All authorised staff can see internal costs. Existing editor access is preserved. The owner controls removal; do not share one-use sign-in links.

Cancellation and refunds

Cancel renewal through the account cancellation portal. Paid access continues to the paid-period end. If unavailable, contact [email protected] or use the cancellation/withdrawal form. We offer a voluntary full first-payment refund requested within 14 days, including after use. Statutory rights are unaffected. A submitted declaration is a request record, not itself a completed cancellation or refund.

Your inputs and records

You remain responsible for measured scope, source costs, labour basis, waste, conversion factors, overhead allowances, commercial and tax assumptions, customer agreements and independent remaining-work estimates. Standard area/length conversions are checked; day/hour conversions must match your working day. Quantities have up to three decimals, conversions eight, money two. Each cost line rounds half up to a penny before pricing; selling amount and then tax round separately.

Rate/actual CSV imports append all valid rows atomically. Duplicate code/effective dates or job cost references reject the import. Corrections use new rate versions or dated full cost voids/credits. Frozen reviews keep their original inputs even after later corrections. Export records and download legacy original files separately.

Boundaries

No authoritative regional cost database, automatic remaining-work prediction, drawing/BIM/CAD takeoff, payroll, tax filing, accounting ledger replacement, banking or payment execution, certification or guarantee of profit. Demo data is fictional, isolated and not saved. Availability and support are reasonable-efforts; retain your source evidence and exports. Contact support for account and data requests.