Documentation

Find your next setup step.

Start with a rollout plan, then find the setup checks, product information, and workflow guides your team needs.

Browse guides and templates Get setup help

Quick start

A practical path for your first rollout.

  1. Map your workflow

    Choose your first workflow: CRM, reports, proposals, scheduling, payments, or a full rollout.

  2. Configure your modules

    Set up users, lead stages, quote forms, estimates, proposals, calendars, materials, and payment checkpoints.

  3. Train by role

    Assign clear responsibilities to owners, reps, estimators, office users, and production teams.

  4. Review adoption

    Review pipeline activity, proposals, scheduling handoffs, and payment readiness each week.

Setup topics

Open a topic for key setup checks and a related product or guide.

Getting startedLaunch basics

Workspace setup, rollout planning, role mapping, and first-week launch steps.

  • Create your workspace
  • Invite users
  • Choose starting modules
  • Map rollout milestones
Read the rollout guide
CRM setupSales workflow

Lead stages, pipeline ownership, activity tracking, and customer timeline guidance.

  • Pipeline stages
  • Lead source tracking
  • Rep ownership
  • Follow-up tasks
Explore CRM
Instant QuoterLead capture

Website quote form setup, project qualification, source tracking, and CRM handoff.

  • Form placement
  • Qualification questions
  • Photo capture
  • CRM routing
Explore Instant Quoter
Roof ReportsRoofing workflow

Roof report workflow references for estimating, proposals, materials, and production handoff.

  • Report request path
  • Measurement review
  • Estimate support
  • Material handoff
Read the roof report workflow guide
Bathroom EstimatesRemodel estimating

Remodel scope sections, fixture groups, labor assumptions, and package options.

  • Scope builder
  • Fixture options
  • Labor notes
  • Good / Better / Best
Explore Bathroom Estimates
Build Vision — ExteriorPublic interactive example

Explore roof, siding, shutter, and garage-door colors on the prepared Template 1 house photo.

  • Choose a surface
  • Try colors
  • Compare the original
  • Reset the example
Try Build Vision — Exterior
ProposalsCustomer approval

Proposal package setup, homeowner links, status visibility, approvals, and deposits.

  • Package sections
  • Option comparisons
  • Status tracking
  • Approval next steps
Read the proposal workflow checklist
SchedulingOperations planning

Consultation booking, site visits, production milestones, and job-record calendar context.

  • Booking links
  • Site visits
  • Milestones
  • Team ownership
Explore Scheduling
MaterialsProduction readiness

Material planning, quantity review, readiness status, and production handoff guidance.

  • Sold scope
  • Quantity review
  • Readiness status
  • Job packet
Read the production handoff checklist
PaymentsCollections

Deposit requests, invoices, balance tracking, and payment readiness workflows.

  • Deposit flow
  • Invoice status
  • Balance checks
  • Payment milestones
Explore Payments
Project VisionField documentation

Plan jobsite documentation and the handoff from field records to customer updates.

  • Project context
  • Before / Progress / After
  • Photo tags
  • Customer-visible updates
Read the field documentation checklist
Bill VisionExpenses and receipts

Organize receipt capture, expense review, corrections, and office exports.

  • Receipt capture
  • Work associations
  • Reviewer decisions
  • Expense exports
Read the receipt workflow guide
Admin settingsAdmin

Workspace governance, permissions, role controls, and implementation readiness.

  • Role matrix
  • Permissions
  • Team access
  • Governance review
Ask about workspace setup