FAQ About Your Questions Answered
Once you have signed up and chosen you particular package you will be emailed a username and password.
Once you have logged in you are presented with your dashboard, from here you will add all of your company details add your company logo and all relevant details.
You then need to set up your price list, we have given you default values to get you started but we suggest doing some test quotes until they come out at a value you are happy with.
These will stay the same throughout your estimating process, unless you change them
We strongly advise adding all of your due diligence documents like your risk assessments and method statements, if you have chosen the Pro or Enterprise package we have added some sample documents that all you need to do is add your logo and you can use these. Also remember to add your insurance details and any details a potential new client would wish you to provide.
Once a quotation has been accepted the due diligence becomes available to them to download, it just means you do this once here and every new client that accepts any quote will have access.