—
Draft
—
Sent
—
Viewed
—
Signed
—
Declined
👥
Clients
Contacts & projects
📄
Estimates
All active estimates
📦
Catalogs
Pricing & line items
⚙️
Presets
Notes, terms & rates
📋
Templates
Dept. estimate layouts
📊
Reports
Revenue & pipeline
Presets
Backbone of every estimate
Set up presets once — they load automatically when creating estimates.
📝
Notes
Bulleted notes per dept
🚫
Exclusions
What is not included
📜
Terms
Legal terms per dept
🏠
Space Types
Interior & exterior rooms
🔨
Sub Sections
Line items per dept
💬
Proposal Language
Phrases per dept
📈
Estimate Examples
Past jobs & pricing
Notes
Exclusions
Terms & Conditions
Space Types
Sub Sections
By department
🏗️
Construction
— items
🎨
Paint & Drywall
— items
🦠
Mold Remediation
— items
🏢
HOA / Janitorial
— items
Sub Sections
Proposal Language
Select a department
💬
Select a department above,
then choose a template to edit its language.
Estimate Examples
Select a department
📈
Select a department above,
then choose a template to view examples.
Print & Sign
Step 6 of 6 — Final Document
Clients
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Client
—
— — —
Files & Photos
No files yet
Estimates
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Team Notes
Files & Photos
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Estimates
Est # ↕ Project ↕ Client ↕ Type ↕ Status ↕ Amount ↕ Created By ↕ Last Modified ↕ Created ↕
Catalogs
Pricing per department
Catalog rates drive estimate line item pricing.
🏗️
Construction
— items
🎨
Paint & Drywall
— items
🦠
Mold Remediation
— items
🏢
HOA / Janitorial
— items
Construction Catalog
Vendors, subs & suppliers
Vendor
Rate Catalog
Item Description Unit Rate Updated
Paint & Drywall Rates
Production Item Description Unit Rate 1 Coat 2 Coats 3 Coats 4 Coats
Catalog
Item Description Unit Rate
Estimate Templates
By department
Templates define columns and sub sections for each department estimate.
🏗
Construction
— templates
🎨
Paint & Drywall
— templates
🦠
Mold Remediation
— templates
🏚
HOA / Janitorial
— templates
Templates
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New Template
Available Sub Sections — click to add
Reports
📊
Reports coming soon.
Access Requests
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Integrations
Dropbox Sign
E-Signature · Salesforce-ready · $15/mo unlimited
Not configured
Enables Send for Signature on estimates. Clients get an email link, sign on any device, and the executed PDF is returned automatically. Integrates with Salesforce.
To get your API key:
1. Sign up at sign.dropbox.com → Essentials plan
2. Go to Settings → Integrations → API
3. Copy your API Key and paste below
✦
Anthropic Claude AI
AI Scope Builder · Proposal Writer · ~$0.05/estimate
Not configured
Get your key at console.anthropic.com → API Keys. Stored in Supabase, never exposed publicly.
☁️
Salesforce
CRM Sync · Opportunity + Contract
Coming Soon
Will sync approved estimates to Salesforce Opportunities, push signed contracts to the record, and trigger follow-up workflows. Install Dropbox Sign for Salesforce from AppExchange — no extra monthly cost beyond Dropbox Sign.
Company Information
Company Logo
No logo
PNG with transparent background recommended
Company Details
Contact
Address
Settings
Account Settings
Profile, photo, password
›
Team Members
Invite and manage your team
›
Roles & Permissions
Control what each role can access
›
Company Information
Logo, address, license number
›
Integrations
Dropbox Sign, third-party tools
›
Access Requests
Approve or deny new user requests
›
Account Settings
?
✏️
Tap to change photo
Changing email requires verification.
Change Password
Team Members
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Roles & Permissions
Role Definitions
Admin
Full Access
All screens, settings, users, and data
Manager
Standard Access
Clients, estimates, presets — no settings
Field
View Only
View estimates and project details
Assign Roles
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New Estimate
Step 1 of 4 — Client, Department & Template
Client
Project Name
Job Location / Property Address
Department
🏗
Construction
🎨
Paint & Drywall
🦠
Mold Remediation
🏚
HOA / Janitorial
Scope & Measurements
Step 2 of 4 — Rooms & Quantities
Add rooms, enter dimensions, then fill in quantities for each item below the room.
Running total
$0.00
Proposal Builder
Step 3 of 4 — AI Descriptions
Building proposal...
v>
Review & Finalize
Step 4 of 4 — Notes, Terms & Total
Estimate #
You can edit this before sending
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Estimate Total
$0.00
Total Gals
—
Total Hrs
—
Estimate
Step 3 of 6 — Scope & Measurements
Running Total
$0.00
Gallons
—
Hours
—
Preview
Columns: