Estimates & Business

Professional estimation tools and business management

1

Section

5

Total Features

Quick Navigation
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AI-Powered @section.PremiumTier
Company Information

Set up your company details for professional estimates

Path: Estimates → Company Setup
Premium Web Available
Web Version: /CompanySetup
Setup Company Profile

Configure company information for estimates

Steps:
1. Navigate to Estimates
2. Create or edit company information
3. Add company details, logo, and contact info
4. Save profile
Web Alternative: Visit /CompanySetup on the web app
Try Web Version Details
Work Profiles

Manage work profiles and labor rates

Path: Estimates → Profiles
Premium Web Available
Web Version: /Estimates/Profiles
Manage Work Profiles

Set up different worker types and rates

Steps:
1. Navigate to Estimates
2. Tap 'Profiles'
3. Create worker profiles
4. Set hourly rates and benefits
5. Save profiles
Web Alternative: Visit /Estimates/Profiles on the web app
Try Web Version Details
Assemblies

Manage assembly items and pricing

Path: Estimates → Assemblies
Premium Web Available
Web Version: /Estimates/Assemblies
Create Assemblies

Build reusable work assemblies

Steps:
1. Navigate to Estimates
2. Tap 'Assemblies'
3. Create new assembly
4. Add materials and labor
5. Set pricing
Web Alternative: Visit /Estimates/Assemblies on the web app
Try Web Version Details
Equipment Catalog

Manage your company's equipment catalog

Path: Estimates → Equipment Owned
Premium
Mobile Only: This feature is exclusive to the mobile app
Manage Equipment

Catalog company equipment for estimates

Steps:
1. Navigate to Estimates
2. Tap 'Equipment Owned'
3. Add equipment items
4. Set rental rates
5. Save catalog
Web Alternative: Feature not available in web app
Details
My Estimates

Create and manage professional estimates

Path: Estimates → My Estimates
AI-Powered Premium Web Available
Web Version: /Estimates
Create Estimate

Build professional electrical estimates

Steps:
1. Navigate to Estimates
2. Tap 'My Estimates'
3. Create new estimate
4. Add line items, assemblies, equipment
5. Generate professional quote
Web Alternative: Visit /Estimates on the web app
Try Web Version Details
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