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A T&M (time-and-materials) estimate in Aimsio is a structured quote built from your existing price book rates. You itemize the labour, equipment, and materials you expect to use on a job, apply any markups or discounts, and send it to the client for digital approval. Once approved, it converts directly to a price book - locking in rates for the job without any manual re-entry.

When an estimate is ready, you share it with your client via the Aimsio Client Portal. The client receives a secure link, reviews all line items, and signs off digitally. The approval is timestamped and tied to the estimate record, giving you a clear audit trail that eliminates disputes about what was agreed.

Yes. Aimsio allows you to configure markup and discount rules that apply across the full estimate or to specific line items such as materials or subcontractor costs. Rules can be percentage-based or flat-dollar amounts, and they apply automatically - so your margin is protected without manual calculation on every quote.

Once an estimate is approved, you convert it to a price book for the job with a single action. All the rates from the estimate are transferred directly - no re-entry required. From that point, every field ticket created on the job automatically applies the rates from the converted price book, ensuring every invoice reflects exactly what was quoted.

Yes. Every change to an estimate is tracked in revision history. Clients always see the current version and you always have a complete record of what changed, who changed it, and when. This makes it easy to answer client questions about scope or pricing without digging through email threads.

Aimsio T&M Estimates are used by field service companies across oilfield services, construction, pipeline maintenance, hydrovac, and industrial services - any business that bills clients based on actual time and materials used on a job. If you quote work before starting and reconcile actuals at billing, Aimsio estimates will fit your workflow.