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Estimates → Invoices
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Commission Leaderboard
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Quick Actions
Estimates
Active estimates pending approval
# Customer PO # Job Name Estimator Created Updated Status Total Margin Actions
Invoices
Active jobs, reconciling, and commission approvals
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Reports & Commission
Admin & Office view
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Revenue by Month
Revenue by Lead Source
Estimator Performance
EstimatorQuotesInvoicedConv. RevenueAvg MarginGross Profit Co. TakeComm. BaseRateCommission
Invoiced Jobs Detail
#CustomerJobEstimator DateTotalCostMargin Gross ProfitCommission
Customers
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Customer
Profile
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Name
Customer since —
Contact
📞 Phone —
📱 Phone 2 —
✉️ Email —
Address
🏠 Street —
📍 City/Zip —
🔑 Status —
Job Info
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📡 Lead Source —
👤 Estimator —
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Quotes & Estimates
# Job Name Date Status Total Margin
Activity & Notes
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Calculators

Standalone reference calculators. Results are for your reference only and are not added to quotes automatically.

🪜 Stairs Calculator
Estimated Retail (45% margin)
$0.00
⬜ Tile Calculator
Install Price (40% margin)
$0.00
🪵 Hardwood Calculator
Install Price (40% margin)
$0.00
Labor+glue: $2.25/sqft · Markup applied to total
💧 Vinyl — Floating
Install Price (40% margin)
$0.00
Labor: $1.50 · Freight: $0.25/sqft
💧 Vinyl — Glue Down
Install Price (40% margin)
$0.00
Labor: $1.00 · Freight+glue: $0.25/sqft
🏠 Carpet Calculator
Install Price (40% margin)
$0.00
Pad: $3/sqyd · 1 sqyd = 9 sqft
🔥 Fireplace Calculator
Total Cost
$0.00
Retail Price (40% margin)
$0.00
Users & Settings
Team Members
Company Settings
%
%
%
First X% of profit goes to company before commission is calculated
%
Below this margin, no commission is paid
%
Commission rate is capped here regardless of margin
%
Default rate for new CC/financing fee line items
% (rest absorbed by company)
Company Profile
PNG with transparent background works best. Used on estimates, invoices & work orders.
Shown on client estimates and PDFs.
Thinset Options

Dropdown choices on tile packages. Coverage = sf per bag (use the low end of the range).

Disclaimer Library

Standard disclaimers seeded onto every new quote. Editing here affects new quotes only.

Lead Sources

These appear as options when adding or editing customers.

Installers

Installers appear as selectable options on labor line items and are used to track pay.

#00000
Job Name
Customer
› › ›
Unsaved changes
Gross Margin
%
Tax Included (8.25%)
Material Cost
$0.00
Tax on Materials
$0.00
Labor Cost
$0.00
Total Cost
$0.00
Gross Margin
0.0%
Client Total
$0.00
$
📋Job & Customer Info
▼
📋Scope of Work
▼
Select text and click B to bold, or use **text** syntax

Scheduling, access info, special instructions for the installer team.

📋 Line Items 0 items
total retail: $0.00 ▼
Type Description Vendor Style Name Color / Notes Order # Qty/Box Qty UOM Unit Cost Unit Retail Ext. Cost Retail
🗑️ Dumpster Fee auto-calculated from demolition labor · charged to client
breakdown: show details $0.00
💸 Extra Costs / Fees 0 items reduce gross profit & commission
$0.00 ▼
⚠️ Shortages 0 items 50% deducted from commission · 50% absorbed by company
$0.00 ▼
💳Payment Terms50 / 45 / 5 split
▼
⚖️Disclaimers 0 active shown on client estimate · hidden on work order
▼
📝Notes
▼

Printed on the customer estimate/invoice.

👷 Installer Pay internal only · not shown to client
show
Total Cost
$0.00
Client Total
$0.00
Gross Margin
0.0%
Net Margin
—
Net $ Amount
—
Margin
%
Gross Profit
$0.00
Extra Costs
$0.00
Company (5%)
$0.00
Comm. Base
$0.00
Rate
—
Shortage Ded.
$0.00
Est. Commission
—
Templates
Reusable starting points for new quotes

Templates pre-fill a new quote with standard line items so your team doesn't have to start from scratch. The built-in templates below are always available. You can add your own custom templates here.

Built-in Templates
Custom Templates
📐
No custom templates yet
Create a template to save your most-used line item combinations
📄 Scope of Work Templates

Pre-written scope text available from the 📄 Template button in the quote builder's Scope of Work section. Use **text** for bold.

Line Items Catalog
Manage smart line items and saved packages
🔍
0 items
Section Type Name / Description Default UOM Default Rate Links To Actions
🗑️ Demo Labor & Dumpster Fee Rates
These rates auto-calculate the dumpster fee when demo labor is added to a quote
Installer Pay
Track payments owed and made to each installer
🔍
Installer Job / Customer Line Item Qty UOM Rate Total Owed Paid Balance Status