Estimates, proposals, the price book, margin, signing and change orders.
13 articles · 8 answers
Five things gate readiness: a name, a category, a coherent measurement, a cost, and a sell price. Photos and descriptions never gate it. For a material bought in supplier units, the measurement isn't coherent until you set how much one order unit covers.
Set the item's coverage — how much measured area one order unit covers, like a bundle covering 33.3 square feet. The takeoff then converts your measurement into whole supplier units to actually order.
That's deliberate. Tiers you hand-set are remembered as hand-set and keep their value; tiers you left alone re-derive from the book's strategy. Provenance is explicit so a deliberate price isn't quietly overwritten.
Yes — a price book belongs to a market, alongside that market's tag categories. Switch markets and you're editing that market's book. It's why the same job can price differently in two branches.
Re-sync from the drawing. It shows what moved — quantity changes, tags that are new, and lines whose tags are gone — and you pick which to apply. Nothing changes without your say-so, which matters if the customer is already looking at it.
A reusable bundle — a window install with its trim, flashing, caulk, and labor as one pick. Give it a driver category and it scales off your takeoff, so twelve windows expands to twelve of everything. Build your three or four most common ones first.
Open More on a saved proposal and tap Send to myself. You get the real email, the real signing page and your branding. The Preview button shows the document too. Nothing is signed or billed.
Tap Revise. A sent proposal is sealed, so Revise reopens it, and the customer's link pauses until you resend. Once it is signed it can't be edited: changes go through a change order.