Estimate versions: save, go back, compare

Save each round of changes as a version, go back to any of them in one click, and compare two to show the customer exactly where the price moved.

The operating system for post-frame and barndominium builders.

Part of The Pricing Engine
What it is

On an estimate you build in Leads 2 Build, a version is a checkpoint: it freezes the building, every material line, every service and the prices exactly as they stand. Save one when a round of changes is ready — the porch, the pad, the gutters — and keep going. Go back puts any earlier version back in one click, after saving where you are. Compare puts two side by side: the difference in the total, where it moved, what changed in the building, and the line items behind it, written out ready to send. Leads 2 Build is made only for post-frame and barndominium builders, so the changes it reads back are the ones your customers actually ask for — porches, lean-tos, wainscot, a concrete pad. Estimates synced from SmartBuild keep their own version list, with one version live on the customer's link.

Also called: see versions · revision history · what was in the last quote · previous version of the estimate · estimate checkpoints · go back to the original quote · revert an estimate · compare two quotes · why did the price go up · undo changes to an estimate

See it, piece by piece
01

Save a version when a round of changes is ready

Try it

On an estimate you build in Leads 2 Build, Versions keeps checkpoints. Name the round — with porch + gutters — and press Save version. The building, every material line, every service and the prices are frozen exactly as they stand, stamped with when and who. Autosave keeps your working draft; a version is only made when you make one, and pressing Save again with nothing changed doesn't make a copy.

Estimates · Versions — save a version
Version 3 saved. Press Save again with nothing changed and nothing new is made. Real screen · sample data.
Without it

The customer adds a porch, then a pad, then gutters, and by the third round nobody can say what the first quote was — it got typed over.

Why we built it

People change their minds out loud. When every round is saved and named, a rep can say yes to what would that add? without worrying about losing the last price — and the office always has the quote the customer actually saw.

02

A version keeps the prices it was saved with

Try it

Open any version and it reads back the building in one line — 40′×60′ · 14′ eave · 3 doors, 4 windows · 1 porch/lean-to — then its materials, labour, services and markup, and the services it carried. Nothing is recalculated, so a catalogue price change next month cannot rewrite what version 2 cost.

Estimates · Versions — what a version holds
Version 2, opened: the building, the money as it was priced that day, the services. Real screen · sample data.
Without it

Mid-call the customer asks what was in the quote before the pad went on, and the spreadsheet you priced it in has been changed since.

Why we built it

A record only settles a question if it can't drift. A rep who reads the old quote straight off the screen, mid-call, sounds sure of himself — and the customer hears that.

Sound familiar?“three PDFs called final and I do not know which they signed”
03

Go back to an earlier one in one click

Try it

Customers change their minds back. Open the version they want and press Go back to this version: the building, the services, the pricing and the quantity edits return to how they were. Where you were is saved first, so going back can be undone too. If catalogue prices have moved since, the window says what that version comes to today — $61,384 now, $60,726 then — so an old number never goes out by accident.

Estimates · Versions — go back

Go back to version 1?

The building, services, pricing and quantity edits go back to how they were in that version. The estimate as it is now is saved as a new version first, so you can come back to it.
Going back to version 1. Version 3 is kept, and today's price is stated. Real screen · sample data.
Without it

The customer can't stretch to the version with the pad and wants the original back — and rebuilding it means remembering every post and gutter run you took off.

Why we built it

Being able to go back to any version takes the fear out of trying a change in front of the customer. Reps try more options when nothing can be lost, and a customer who hears let's look at it with the pad instead of I'll get back to you decides sooner.

Sound familiar?“the customer says the price was different in March”
04

Compare any two versions, side by side

Try it

Press Compare, tick two versions, and the older one becomes the starting point. You get the difference in the total — +$28,206 from version 1 to version 3 — then where it moved: materials, labour, services and markup, each with its own change. Under that, what changed in the building in plain sentences: Added: Porch 40′×12′ on the front, Wainscot: no wainscot → 3′ wainscot. Any pair works, not just the last two.

Estimates · Versions — compare two
Version 1 against version 3: +$28,206, and the four places it came from. Real screen · sample data.
Without it

Why is it twenty-eight thousand more? gets answered from memory, and the customer decides the price moves depending on who picks up the phone.

Why we built it

A price that goes up with no reason feels like a trick; the same increase with its reasons feels fair. Showing the customer the porch, the pad, the wainscot keeps the talk on their building instead of on whether they can trust you — and that keeps the deal alive.

05

Down to the line items that moved

Try it

Every service that was added, removed or changed is listed with its dollars — 4″ Concrete Pad +$15,000, Seamless Gutters & Downspouts +$1,880. Materials are grouped by category, biggest change first, and each category opens to its lines: 6×6 treated post · 14′ · 5 ea +$700, 2×6 purlin · 12′ · 48 → 66 ea +$486.

Estimates · Versions — compare, line by line
Version 1 → Version 3
+$28,206$60,726.40 → $88,932.48
Materials
addedWainscot panel, 3′ height · 64 ea+$1,152
added29ga roof panel, 12.5′ length · 28 ea+$1,092
added6×6 treated post · 14′ · 5 ea+$700
changed2×6 purlin · 12′ · 48 → 66 ea+$486
added2×12 header · 20′ · 4 ea+$480
Sheathing and framing opened: each line that moved, added or changed, with its quantity and dollars. Real screen · sample data.
Without it

A category total says framing went up; it doesn't say whether that was the porch posts or a purlin count somebody typed wrong.

Why we built it

Detail is what lets a rep defend a number without guessing, and lets an estimator catch a mistake before the customer does. Confidence on the phone comes from knowing you can point at the line.

Sound familiar?“I want to try a cheaper option without sending it”
06

The explanation, written for you

Try it

Copy for the customer turns the comparison into plain words — the two totals, what changed in the building, the services, the materials by category and the labour — ready to paste into a text or an email. Version 3 is $88,932 — $28,206 more than Version 1 ($60,726).

Conversation — the comparison, pasted
DBDale Brenneman(717) 555-0148
Why is the new one so much more than the first quote? We might have to go back to that one.
Oct 1, 5:02 PM
Version 3 is $88,932 — $28,206 more than Version 1 ($60,726). What changed: • Added: Porch 40′×12′ on the front • Wainscot: no wainscot → 3′ wainscot Services: • Added 4″ Concrete Pad (2400 sq ft): +$15,000 • Added Seamless Gutters & Downspouts (160 lin ft): +$1,880 Materials: • Sheathing: +$2,244 • Framing: +$1,666 • Trim: +$556 • Fasteners: +$240 • Foundation: +$238 Labor: +$3,360
CallSnippetsSend
The comparison, pasted into the customer's text thread under the question it answers. Real screen · sample data.
Without it

Writing out why a price changed takes longer than making the change, so it never gets written and the customer gets a number with no reasons.

Why we built it

Most reps won't write a long explanation at the end of a day, so it has to write itself. A customer who can read where the money went argues about the porch, not about the price — and the deal keeps moving.

07

Synced from SmartBuild: every revision kept, one of them live

An estimate synced from SmartBuild keeps its own version list — version 1 through version 7, all retrievable, exactly one published. Which one the customer sees is a decision, not an accident of which email they opened, and any two can be compared in two colours: older in blue, newer in amber.

Versions — Compare
Versions
Hoover 40 × 60 Equipment Storage
Done
Version 3 → Version 4 → DifferenceChange
v3: $88,926.47v4: $93,348.50
+$4,422.03
more · customer total
Materials$49,360.22 → $49,808.75+$448.53
Services$21,846.00 → $25,546.00+$3,700.00
Markup$8,809.72 → $9,083.22+$273.50
Line items changed
Doors & Windows$8,329.47 → $9,640.00+$1,310.53
Wainscot Panelsgone$862.00 → —−$862.00
Version 4Latest
Aug 24, 2026 2:14 PM · Dale Whitmore
$93,348.50
customer total
Version 3LiveSent
Aug 21, 2026 9:02 AM · Dale Whitmore
$88,926.47
customer total
v2
Version 2SentFirst sent
Aug 12, 2026 4:37 PM · Marcus Feld
$84,110.00
customer total
Two versions of a synced estimate compared in two colours, with the live one marked. Real screen · sample data.
Without it

It is eight at night and you are scrolling your sent folder trying to work out whether the customer is holding the eighty-eight thousand quote or the ninety-three.

Why we built it

When exactly one version is marked live, nobody has to remember which price is out there — they read it off the list. That quiet certainty lets a rep pick up a call cold and quote the right number, and it ends the signed-the-wrong-PDF problem for good.

Sound familiar?“they want to go back to the second quote”Sound familiar?“the customer wants the original quote back”
09

Try it without sending it

Try it

On an estimate synced from SmartBuild, model the cheaper roof, the smaller slab, the porch removed — as a what-if that nobody but you can see. The alternative is sending options you have not thought through.

Version what if
v7Version 7Aug 25, 2026 · Marcus Feld
Materials (SmartBuild)$51,840.94
Subtotal$85,085.44
Customer total$97,635.69

This is the full price the customer sees — same buildup as the estimate, services included. Untick a line to preview the total without it.

A what-if, modelled but unpublished. Real screen · sample data.
Without it

You float the cheaper option off the top of your head on the phone, then find at the desk that pulling the porch also pulled markup you were counting on.

Why we built it

Reps float options on the phone because the customer asks right then. When the number they float is the real one — services, markup and change orders included — they say it with confidence and never have to walk it back.

10

An approved version is locked, and unlocking is on the record

Try it

On an estimate synced from SmartBuild, approval locks every field that made up the price — colours, markup, labour, the payment schedule — with a padlock beside each. Unlocking asks you to confirm, says plainly that the customer has to approve again, and writes an entry with your name on it. The lock closes itself again the moment they approve the revision.

Unlock to revise
Customer approved & locked · Aug 21, 2026
Colors, markup, labor and the payment schedule are locked to what the customer signed off on. Need to revise before the contract is signed? Unlock — the customer approves the new version.
Aug 25
2:14 PM— nothing recorded yet —
9:02 AMAPPROVED — Dale Hostetler locked link #2 at $86,410.00
The lock on an approved estimate, and the unlock that has to be meant. Real screen · sample data.
Without it

Someone nudges the markup on a quote that already carries a signature, and nobody notices until the contract and the signed page disagree.

Why we built it

Nobody means to edit a signed price — it happens at the end of a long day. A lock that has to be opened on purpose, with your name on it, protects the rep from his own tired click and the business from a contract that doesn't match what was signed.

Sound familiar?“I can't explain why the price went up”
11

The customer only ever sees one price

On an estimate synced from SmartBuild, the live figure and your unsent working draft sit on one card, each labelled. The customer can only reach what is live, which means they cannot sign an old version.

Customer sees now
Customer sees nowv6 · $86,410.00
Current draft — unsent changes$91,150.00
Services & add-ons$14,270.00
4″ Concrete Slab$9,520.00
Overhead Door 12×12 Insulated$2,900.00
Site Grading & Fill$1,850.00

Your edits since v6 — services, labor, or markup — aren’t live. The customer still sees v6. Sending creates v7 with the new numbers.

What the customer's link resolves to. Real screen · sample data.
Without it

You spend the afternoon reworking the quote and the approval lands on the number from before lunch.

Why we built it

Builders rework quotes all afternoon. Seeing what they see now beside what you are working on ends the did that just go out? panic — moving the price takes a send, and the send makes the next version.

12

The live version is what becomes the contract

The agreement is generated from the version they approved — not from whichever spreadsheet was open — so the contract cannot disagree with the quote.

Construction Agreement
Construction Agreement
Review the agreement, then sign at the bottom. Use Print / Save PDF at the top to download a copy anytime.
Leads2Build Construction
Project Agreement · Effective August 26, 2026
Leads2Build Construction — Construction Agreement

This Agreement is entered into on August 26, 2026 between Marla Zimmerman (“Client”) and Leads2Build Construction (“Builder”).

Project Address: 4180 Sawmill Road, Ashland, MO 65010


Part 1 — Estimate & Specifications

ItemAmount
Post-Frame Structure Package$38,420.00
Roofing & Trim$9,865.00
Doors & Windows$6,240.00
Concrete Slab & Footings$12,180.00

Subtotal: $66,705.00
Tax: $4,450.00
Total: $71,155.00

Payment Schedule

  • Deposit at signing: 30% — $21,346.50
  • Material release: 40% — $28,462.00
  • Substantial completion: 30% — $21,346.50
FAILURE OF THIS CONTRACTOR TO PAY THOSE PERSONS SUPPLYING MATERIAL OR SERVICES TO COMPLETE THIS CONTRACT CAN RESULT IN THE FILING OF A MECHANIC’S LIEN ON THE PROPERTY WHICH IS THE SUBJECT OF THIS CONTRACT PURSUANT TO CHAPTER 429, RSMO. TO AVOID THIS RESULT YOU MAY ASK THIS CONTRACTOR FOR “LIEN WAIVERS” FROM ALL PERSONS SUPPLYING MATERIAL OR SERVICES FOR THE WORK DESCRIBED IN THIS CONTRACT.
In the event payment is not made when due, if the default is not cured within 10 days of the due date, then the payment shall bear interest at the rate of 10% per annum from the payment due date until paid.

Part 2 — Client Waiver and Agreement

By applying your initials to each section, you acknowledge that you have read, understood, and accepted the related terms.

1. Materials

We use high-quality materials; however, natural characteristics of wood and concrete may include splits, knots, cracks, warping, mold, or discoloration. These are normal and do not indicate defects. Metal trim, siding, and roofing are handled manually and may show scratches, dings, oil-canning, cutting marks or gaps.

Initialed:

2. Site Preparation

The project site must be level within two (2) inches unless otherwise agreed upon in writing. All obstructions must be removed within twenty (20) feet of all sides of the new structure before construction begins.

Initial:Tap to initial
The agreement, generated from the approved version. Real screen · sample data.
Without it

Someone retypes the agreed price into the agreement and out goes a contract whose payment schedule does not add up to the quote.

Why we built it

Customers read a contract looking for the catch. When every number matches the quote they approved, there is no catch to find — they sign faster, and nobody retypes a price by hand and gets it wrong.

Sound familiar?“rebuilding the first quote from memory”
13

…and what they actually approved

The approval is recorded against a specific version, with its total. Six months later the question what did they agree to has one answer.

Approve & Sign
Authorization
Ready to build?

Review your estimate above, then approve below to lock in this pricing and start your project.

✓I have reviewed the estimate above and approve the project for $93,348.50. I understand this serves as my digital authorization to proceed.
Approve & Start My Project
Encrypted & recorded with a timestampYou agree to the payment schedule above
The approval, tied to a version. Real screen · sample data.
Without it

Six months into the build the customer says that was never the number, and all you have is an email thread.

Why we built it

Memory is kind to whoever is doing the remembering. A figure and a moment, written into the box they ticked, settles that was never the number before it starts — and keeps a good customer from turning into an angry one.

Sound familiar?“I'm scared to change the estimate in case I lose the old one”
14

The customer's copy cannot be quietly rewritten either

Automatic refreshes skip an approved link outright, refused where the writing happens rather than trusted to each screen that might trigger one. From that point the document is the record of what was agreed, and a price change becomes a change order.

Your Investment

Your Investment

Materials$55,177.74
Labor$9,870.99
Services & Add-Ons$28,299.77
Concrete Pad$19,275.55
Site Prep & Grading$3,157.20
Seamless Gutters$1,768.03
Custom Garage Door — 9′ × 8′ (2)$4,098.99
Customer Total$93,348.50
As low as $1,915.24/month (60-month estimate at 8.5% APR)
Illustrative only — based on a 8.5% APR over 60 months. Actual financing terms vary by lender and credit profile. We are not a lender and do not provide financing.
The frozen buildup behind an approved link — the copy no refresh will touch. Real screen · sample data.
Without it

A refresh after approval quietly rewrites the page the customer agreed to, and now their copy and yours disagree.

Why we built it

Once a customer has agreed, the page they agreed to should never move under them — that is what makes them trust the next document you send. From then on a price change is a change order, which is how it gets paid for.

15

A gap between the approved amount and the live one announces itself

The figure the customer approved is compared against what the estimate says now, and a difference of five cents or more is reported with both numbers and the version each came from. A customer approving from an old email is caught on the estimate — not at invoicing, with the customer holding the old number in writing.

Approval divergence
⌂ Your side — live tracking×
Miller Road 40×60 Shop
Dale Hostetler · 7 versions · 2 links
OpenedApprovedSigned
Heads up: the customer approved $86,410.00, but the live estimate (v7) now says $91,150.00. The contract keeps the approved number until you pull the live one in Review & Send.
Aug 25
9:02 AMAPPROVED — Dale Hostetler locked link #2 at $86,410.00
2:14 PM🔓 Unlocked for revision by Marcus Feld — re-negotiation; the customer must approve the new version
2:41 PMEstimate edited in SmartBuild by Marcus Feld — $51,840.94 pre-markup (v7, internal)
4:12 PMSend-version v7 created by Marcus Feld — $91,150.00
▸ Versions · sends · opens · approval — the moment they happen
▸ Once approved, it locks. What they signed off on is what they signed off on.
The gap between what was approved and what the estimate says now. Real screen · sample data.
Without it

The customer approves from a March email, the job is booked at the April figure, and nobody finds out until the first invoice doesn't match.

Why we built it

The worst surprise is the one at invoicing, when the customer is holding the old number in writing. Catching a five-cent gap on the estimate turns a fight into a two-minute conversation.

How it works
  1. 1Open an estimate and press Versions
  2. 2Name the round and press Save version — the building, materials, services and prices are frozen as they are
  3. 3Keep changing the estimate: autosave keeps the working draft, and a version is only made when you save one
  4. 4Open any version to read its building, its totals and the services it carried
  5. 5Go back to this version restores the building, pricing and quantity edits — and saves where you were first
  6. 6If catalogue prices have moved since, it tells you what that version comes to today
  7. 7Compare any two: the price difference, where it moved, the building changes, and every service and material line behind it
  8. 8Copy for the customer turns the comparison into a message you can paste
  9. 9On an estimate synced from SmartBuild, one version is live on the customer's link and an approved version is locked
Why we built it

Quoting a post-frame building is a conversation, not a document. The customer asks what a porch would add, then a concrete pad, then gutters — and by the third round the first price is gone, typed over by the second. Then they sleep on it and say the original was the one they could afford. Rebuilding that first quote from memory is how a porch post goes missing from the takeoff. Explaining why the new number is twenty-eight thousand more, from memory, is how a customer starts to think the price moves depending on who answers the phone. So a version is a checkpoint you can stand on: save it, change freely, go straight back, and put any two side by side with the reasons written out. Being able to undo takes the fear out of trying a change in front of the customer — and a price difference that arrives with its reasons is one the customer believes.

The problem
  • The first quote lost under later changes
  • Price differences explained from memory
  • Rebuilding an earlier quote by hand
  • Multiple live versions of one price
  • No record of what was quoted when
  • Editing a signed document without noticing
What you get
Go back to any earlier quote in one click, without retyping it
Show a customer exactly where a price difference came from
Try changes in front of the customer without fear of losing the original
Built only for post-frame and barndominium builders — porches, pads and wainscot read back in plain sentences
History is fixed, so it can be trusted as a record
What's inside
Every send captures the exact document the customer got

Two separate histories, on purpose. Internal snapshots are before markup and stay inside the building. Sent versions carry the customer's actual document — markup applied, total quoted — and they start out visible, because they were just sent.

Pin the version the customer sees

By default they see the newest. Make this the live version holds them on an earlier one instead. Nothing newer is deleted to do it, so the choice is always reversible.

Show or hide a version from the customer

Sent versions start out visible. Internal snapshots are never eligible — the customer's page will not show a version that was never sent to them.

Compare two versions side by side

The older one is blue, the newer is amber, and the difference reads green or red. The colours are deliberately distinct, so every number is unmistakably tied to its version — including the ticks back on the list rows.

What-if toggles on a version's total

Every version's total breaks into parts, and each part has a checkbox. The figure recalculates on your screen only. It answers what would the total be without this, and it is not a save.

What the customer sees now, versus your latest draft

It settles three different numbers a rep can be looking at — the working draft, the raw materials figure, and what was actually sent. It names the live one and its total, then flags the gap: either a newer version you never sent, or edits made after the last send that live in no version at all.

Version checkpoints on a Leads 2 Build estimate

Drafts save continuously, so nothing is lost. A version is a deliberate act, never an autosave, and it freezes what the estimate shows at that moment, so a catalogue change later cannot rewrite it. Go back to any version in one click, or compare two to see where the price moved.

ESTIMATE VERSIONING

See estimate versions: save, go back, compare
on one of your own jobs.

Twenty minutes, your building, your numbers. Bring the job where “three PDFs called final and I do not know which they signed” — we will show you exactly where that stops.

leads2build.com
Estimates · Versions — compare two
Construction Estimate Revisions, Every Version Kept — Leads2Build