Pro
Welcome to Pro
Five steps from an empty workspace to your first issued estimate. Everything below runs and saves locally in your browser — no account, no setup on our end.
- 1
Add your paint products
Open Paint catalog and add each paint you actually buy — name, price per gallon, coverage, and sheen. Every estimate and every Price Book Health service draws from this list, so it's the one thing you need before anything else will work.
- 2
Check your business settings
Business settings holds your loaded hourly rate, overhead, target margin, and production throughputs. Sensible defaults are already filled in — adjust them to match your real numbers now, since a project only picks up new rates when you explicitly refresh it.
- 3
Create your first project
Go to Projects and click "+ New project." Fill in your business and customer info, then add each room (length, width, height, and any doors/windows to deduct) or a standalone trim/door surface.
- 4
Review the estimate summary
As you add rooms, the Estimate summary fills in live — materials, labor, overhead, job cost, and a suggested price with your target margin. Switch to a custom price any time; "Save draft" works even if the estimate isn't finished yet.
- 5
Issue it to your customer
Once the estimate is complete, click "Issue estimate." That freezes this revision and produces a clean customer-facing document — with no cost, overhead, or margin figures on it — ready to print or save as a PDF.
Your dashboard, at a glance
Pro is one workspace with six tabs along the top. Here's what each one is for.
- Business settings
- Your rates and defaults, set once and reused by every estimate.
- Paint catalog
- The paint products every estimate and service draws from.
- Projects
- Where you build, save, and issue estimates for real jobs.
- Price Book Health
- Sanity-check your standing menu prices against their real modeled cost.
- Actual review
- Compare what a job actually cost against what you quoted.
- Backup
- Export everything to a file, or restore/import from one.
