Step-by-step procedures for standardizing and protecting your margins.
Core Workflows
How to Construct a New Bid
Navigate to the main dashboard and click Clear Bid in the top navigation if residual data is present.
Click the + icon under Project Details to select an existing client from the CRM, or manually enter a new Project Name and Date.
Scroll to the Required Modules grid. Check the specific trades required for the scope of work.
Input your raw material quantities and expected labor hours into the newly expanded module panels below.
Labor & Materials Management
How to Accurately Price Labor Overhead
Expand the Labor & Fleet module.
Verify the Labor Burden percentage checkbox is active. Adjust the value to cover your specific payroll taxes, insurance, and worker's compensation liabilities.
Click + Add Laborer to input a crew member.
Enter their hourly rate. The system automatically calculates their true cost to the business before applying the global markup.
How to Calibrate Material Catalogs
Click the hamburger menu in the top left to deploy the side panel.
Select Materials Catalog.
Use the category dropdown to select a trade (e.g., Lumber, Concrete).
Overwrite the baseline national average prices with specific quotes from your local suppliers.
Click Save Prices to persist these localized values to your account for all future estimates.
Execution & Analysis
How to Generate the Client Proposal
Confirm all inputs and click the Calculate Breakdown button at the bottom of the Setup View.
Review the output on the dual-pane dashboard, comparing Your Estimate against the final Client Quote.
Define the project payment schedule by adjusting the Deposit (%) and Progress Payments (Qty) fields.
Click Review & Generate Proposal to compile the data into a branded PDF document.
How to Close Out a Job and Audit Profit
Open the Side Menu and switch the toggle to the History tab.
Locate an active bid and click its respective closeout icon.
In the dialog modal, input the actual, finalized costs from your vendor and subcontractor receipts.
Click Save & Archive. The system will compare the estimated parameters against actual expenditures and log the true net profit to your Business Analytics.