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The program is organized into areas you reach from the sidebar on the left — Estimate, Projects, Customers, Vendors, Catalog, Templates, Payroll, and more. Whichever area you're in is highlighted.

• Click the logo at the top-left to return to the home screen at any time.
• The home screen shows a tile for each area, plus your recent estimates so you can jump back into a job in one click.
• Switching areas never loses your work — each area keeps its place while you move between them.

• Your work saves automatically as you type. The small “Saved” chip in the corner confirms each save.
• If you close and reopen the program, the estimate you were working on comes right back.

• Normal view shows everything — your costs, markup, and profit.
• Field Mode hides those internal numbers so you can turn your screen toward a client and show only prices. The same toggle exists on change orders.

The estimate is the core of the program. Here is everything it does, start to finish.

1. Click New Estimate — from the home screen or the Estimate tab.
2. Enter the job's details: customer name, street address, city, ZIP, phone, email, and city / county. This information carries onto the proposal, so it's worth filling in fully.

Work is grouped into sections (also called cost groups) — for example "Excavation," "Plumbing," or "Decking." Related sections can sit under a parent heading (like a whole "Pool Package"), which keeps large jobs tidy. Inside each section are the individual line items.

• Use a section's add-line button to create a line, then fill in the columns: Description, Detail, Qty, Unit, and Cost (your cost). The Ext (extended cost) and Price columns calculate on their own.
• Add from Catalog drops in a saved item with its pricing already filled. You can also type in a one-off custom item.
• A section header also has buttons to add a line, add a cost group, duplicate, or remove the section.

• Set markup per line in the Markup column.
• Set markup for a whole section at once by typing a value in the markup box in that section's header — it applies to every line in the section.

• Drag the ⋮⋮ handle on a line to move it up or down — or into a different section entirely.
• Drag a section header to reposition the whole section; a blue line shows where it will land when you let go.

• The copy button on a line duplicates that line just below it.
• The Duplicate button on a section (or parent) copies the entire group — handy for repeating a setup across a job.

• Collapse or expand sections with the collapse/expand control so you can focus on one area at a time.
• A line you set to a quantity of zero stays on the sheet (it isn't deleted), so you can keep optional items listed without pricing them.
• The × button removes a line you don't want.

• The sticky bar at the bottom always shows your running total price and Margin % as you work.
• Margin is internal — it's hidden in Field Mode and never printed on a client proposal.

• Estimates auto-save as you work; the “Saved” chip confirms it. You can also Save manually from the toolbar.
• Give an estimate a clear name when you save, so it's easy to recognize later.

• Your most recent estimates appear on the home screen — click one to jump straight back in.
• The estimate you were last working on is restored automatically when you reopen the program.

• New Estimate begins a blank one. Clear empties the current sheet if you'd rather start over without leaving the page.

• The Catalog (Cost Item Catalog) is your master list of items and their costs — materials, labor, equipment, and so on.
• Add and edit items there so they're ready to drop into any estimate with Add from Catalog.
• If you're moving your pricing over from a spreadsheet, you can bring items in rather than retyping them.

• Templates are pre-built groups of lines — like a standard pool package or a typical service call — so you can drop in a whole scope at once instead of line by line.
• Within an estimate, the Duplicate button on a section reuses a setup you've already built on that job.

• From an estimate, click Generate Proposal to produce a client-ready proposal you can save or print/share as a PDF.
• Past proposals are available from Saved Proposals on the toolbar.
• The proposal uses your business details, so set those in Settings to make sure they appear correctly.

• Turn on Field Mode before showing a client your screen. It hides your cost, markup, and profit — the client sees only line descriptions and prices.
• Turn it off to return to your full working view. It's only a display toggle; it never changes your numbers.

• Master Customers holds your client records — name, address, city, ZIP, phone, email, and city / county.
• Add a customer once; their information then carries onto estimates, proposals, and jobs automatically.

• Master Vendors is your list of suppliers and subcontractors.
• Keeping vendors here lets you reference them consistently across jobs and bills.

• Project Manager tracks all your active jobs in one place.
• Each project keeps the job's details together as the work progresses.
• Costs on a job can be organized by cost codes, so money is tracked against the right part of the work — this is what bills and invoices line up against.

• Create invoices for a job, each with their own line items. There's also an all-invoices, all-jobs view to see everything at once.
• For progress billing, the program supports an Application for Payment format.
• Invoice amounts can be allocated to cost codes so they line up with how the job is tracked.

• Record payments against a job and set up a payment schedule, so you can see what's due and when.

• Use a Change Order when the job's scope changes after the estimate is approved — added work, upgrades, or deletions.
• A change order has its own Field Mode, so you can present just the changes and their prices to the client.
• Approved change orders adjust the job's totals, keeping your contract amount accurate.

• The contract area pulls a job's numbers into a contract for the client.
• It includes California (CSLB) compliance details relevant to licensed contractors in the state.
• There's also a QuickBooks section for lining contract and billing information up with your accounting.

• Payroll collects your crew's hours. You can enter or correct a punch and review hours by pay code.
• When it's time to run payroll, an export setup sends hours to your payroll provider, or to QuickBooks as time activities.

• Crew Command is the owner's control center — what you set there is what each crew member sees in their own hub.
• The Employee Hub is the crew-facing side, where a worker sees the information you've chosen to share with them.

• Documents is a master file library — every document from every job in one place.
• Use it to keep contracts, photos, and paperwork together and easy to find.

Why this matters: all of your data — estimates, customers, catalog, projects, everything — is stored in this web browser, on this computer. It is not on a server. A regular backup is your safety net.

1. Go to Settings → Data & Backup.
2. Click Download Backup. This saves one file containing a complete copy of everything.
3. Keep that file somewhere safe — a cloud drive, a USB stick, or emailed to yourself. Do this regularly, and always before clearing your browser or switching computers.

1. On any computer, open the program and go to Settings → Data & Backup.
2. Click Restore from Backup and choose your saved file.
3. Your estimates and data load right back in.

This is also how you move to a new computer: back up on the old one, restore on the new one.