Getting started
Install the app, set your numbers once, then build your first estimate.
1. Open and install
Open the app in Chrome, Edge or Safari. To install it like an app:
- iPhone or iPad (Safari): tap Share, then Add to Home Screen.
- Android (Chrome): tap the ⋮ menu, then Install app or Add to Home screen.
- Windows or Mac (Chrome or Edge): click the install icon at the right of the address bar.
Open it once while you have internet. After that it works with no signal.
2. Enter your company
Go to Settings › Company & documents. Add your company name, phone, email, address, license numbers, logo, colors, terms and footer. A live preview shows how your proposals print.
3. Set your pricing defaults
Go to Settings › Pricing defaults.
| Setting | What it means |
|---|---|
| Labor $/hr | Your cost per labor hour, including payroll costs if you track them that way. |
| Overhead % | Added to direct cost to cover the truck, insurance, office, phone and software. See how to work out your overhead. |
| Method and % | Target margin (profit as a share of the price) or markup (profit as a share of cost). |
| Consumables % | Wire nuts, staples, tape and other small parts, as a share of material. |
| Tax % and handling | Show tax on the proposal, or include it in your cost. Ask your tax advisor which fits your business. |
| Deposit %, minimum job, rounding | Deposit requested at acceptance, the smallest job you take, and whether totals round up. |
4. Build your first estimate
- On Home or Jobs & bids, tap + New job. It gets the next job number (26-001, 26-002...).
- Pick or add the customer and job site.
- Use the Takeoff counter room by room, or tap assemblies on the estimate. Search to add any single material.
- Change quantities, material cost or hours on any line. Add your own wording for the proposal.
- Add equipment, rentals or subs (marked up) and permits (at cost). Set a labor factor for old work, attics or hard access.
- Check the pricing panel: break-even, profit, margin and markup update live.
- Tap Proposal PDF for your customer and Internal takeoff PDF for the office.
5. Track it
Move the job on the bid board: Potential, Bidding, Awarded or Lost. Home shows what's out and your win rate. Use Copy job to start a similar one. With Shop, schedule the work on the calendar and turn the estimate into an invoice in one tap.
Starter prices are typical public retail and will go out of date: edit them to your supplier costs. Labor hours are starting points, not published labor units. Put in your own before you bid.