Estimating workflow
Understand enquiries, quote requests, estimates, quotations, invoices and staged payments.
Free training included
Learn to estimate with confidence.
TradeQuote Pro includes a practical Power User Course designed to help users learn the full workflow from drawing takeoff to quote, invoice, sustainability notes, risk assessment and method statement.
Built from 45 years of construction experience and a construction training advisor, the course supports tradespeople, apprentices, students and small contractors who want to improve their digital estimating and job documentation skills.
Complete the course activities and request a TradeQuote Pro Power User Certificate of Completion for CPD-style records.
Website/download based
CPD-supporting evidence
Certificate available after completion
Built from real experienceBuilt from 45 years of construction experience and a construction training advisor.
What learners practise
A real workflow, not just a manual.
The course gives learners a practical scenario based on a garage/gym and dining area project. Learners download the drawings, import them into TradeQuote Pro, calibrate the drawing, measure key areas, build task items, add sustainability notes, create a milestone plan and prepare customer-facing outputs.
- Handle a quote request and create the customer/project record
- Import and calibrate a proposed floor plan
- Use elevations to identify openings, roof forms and external work
- Save measurements to the Takeoff Notepad
- Add sustainability notes to support clearer project documentation
- Build a quote, milestone plan and supporting documents
Course modules
What the Power User Course covers
The course is designed to support practical software training and CPD-style evidence. It is not an accredited construction qualification, estimating qualification or health and safety qualification.
Company setup
Set up business details, tax/VAT, payment details, terms, backups and document settings.
Quote requests
Turn an incoming request into a customer, project and clear job brief.
Drawing takeoffs
Import training drawings, calibrate, measure, check and save named measurements.
Calculators
Use measured values with calculators and turn quantities into project tasks.
Quotes
Build customer-facing quote sections from tasks, materials, labour, markup and VAT/tax.
Milestones
Create a simple staged plan and connect visible progress to payment planning.
Sustainability, risk & method
Add sustainability notes and prepare a risk assessment and method statement from the training project details.
Invoices & payments
Understand completed quote records, invoices, stage payments and payment tracking.
Final exercise
Complete the practical workflow from quote request and drawings to final documents.
Certificate request
Complete the checklist and reflection, then request a Certificate of Completion manually.
Download the course
Course files for learners
Use the full pack for the easiest download, or download the drawings separately when importing them into TradeQuote Pro.
Complete course pack
Includes the course guide, practical exercise, training drawings, sustainability note practice, scenario notes and certificate request instructions.
Download ZIP packCourse guide PDF
Read the full learner guide covering all modules, sustainability note practice and the practical exercise.
View guide Download PDFPractical Exercise 01
Garage/Gym and Dining Area drawing takeoff exercise for TradeQuote Pro.
Download exerciseTraining Drawing 01
Proposed floor plan PDF for drawing takeoff, calibration and measurement practice.
Download floor planTraining Drawing 02
Proposed elevations PDF for identifying openings, roof forms and external work.
Download elevationsSample certificate preview
View a sample preview. The real certificate is issued manually after course completion and is not included as a public editable download.
View sample certificate How to request your certificateImportant wording
CPD-supporting software training, not a formal qualification.
The course can support CPD evidence and practical learning, but it does not claim to be an accredited construction qualification, formal estimating qualification, health and safety qualification or proof of professional competency.
Best used for
- TradeQuote Pro users learning the full workflow
- Apprentices and students practising digital estimating
- Small contractors improving quote and document control
- CPD-style evidence of software training and reflection