Quickstart: First Quote

Goal

By the end of this guide you will:

• Create a project.
• Measure the area.
• Build an estimate.
• Send a proposal link.

Step 1: Create a project

1. Go to Dashboard -> Projects.
2. Click Create project.
3. Fill in the fields:
   • Project name: something you will recognize later.
   • Customer name, email, phone: use real contact details.
   • Site address: full address is best.
   • Project type: pick the closest match.
   • Site conditions: check anything that makes the job harder.
   • Notes: add anything you saw on site.
4. Click Create project.

Step 2: Measure the area

1. Open the new project.
2. In the Measurement panel, choose how to measure:
   • Manual shapes: rectangles, circles, L-shapes, or polygons.
   • Map measurement: click points on the map.
   • CSV import: paste or upload measurements.
3. Enter your measurements in feet, yards, or meters.
4. Confirm the total square footage shown in the panel.

Tip: If you are unsure, measure twice. Area errors are the #1 cause of bad quotes.

Step 3: Build the estimate

1. In Estimate Builder, confirm the area is correct.
2. Choose project type and asphalt type.
3. Enter thickness in inches.
4. Toggle add-ons like base, tack coat, sealcoat, striping, crack fill.
5. Add any custom items (dump fees, mobilization, permits).
6. Set your margin percent.
7. Click Save estimate.

You will now see the estimate listed with a version number and total.

Step 4: Send the proposal

1. In the Estimates section, click Send proposal.
2. Enter the customer email and optional terms.
3. Click Send proposal.
4. Copy the proposal link if you want to send it manually as well.

Step 5: Turn it into a work order

1. Click Create work order.
2. The work order will appear in Work Orders with a default checklist.
3. Schedule the job in the Schedule tab.

What to do next

• Read Measurements for deeper accuracy tips.
• Read Pricing and Assumptions to understand what drives the estimate.
• Use Job Costing after the job to compare estimate vs actual.