Quick Start

Get your first project set up in minutes. This guide covers the essentials.

Step 1: Add Products

Start by adding equipment to your catalog:

Import from Excel (recommended)

1. Go to Products in the navigation
2. Click Import
3. Upload your Excel file (or paste a URL)
4. Map your columns to product fields (Make, Model, Price, etc.)
5. Preview and confirm

Or add manually

1. Click Create New on the Products page
2. Enter Make, Model, or Part#
3. Optionally click Fill with AI to auto-generate descriptions (requires credits)
4. Click Create

Step 2: Create a Project

1. Go to Projects and click Create New
2. Enter project name, job number, and client info
3. Click Create

Step 3: Add Rooms and Equipment

1. Open your project to see Project Details
2. Click Add Room (e.g., "Conference Room A", "Lobby")
3. Use the search box to find products and add them to rooms
4. Drag and drop to reorder equipment

That's it - you have a working project! Now configure your rates for accurate pricing.

Step 4: Configure Rates

Set your company's default rates for cost calculations:

1. Go to Global Config in the navigation
2. Set your rates:
   • Labor Rate / Sell Price - Installation labor (cost and billable)
   • Equipment Markup % - Margin on equipment
   • Programming / Configuration - Control system work
   • Tax Rate % and Shipping %

These auto-save and apply to all new projects.

Optional: Enable AI Features

AI features require credits. Click the coin icon in the top bar to purchase.

Semantic Search

Find products using natural language (e.g., "wireless mic for ceiling"):

1. On the Products page, enable Semantic Search (AI)
2. Click Generate Embeddings - runs in background
3. Once complete, search will understand meaning, not just keywords

Next Steps

Explore these features as you build out your projects:

• Bundles - Save equipment combinations for quick reuse
• Financial Reports - Generate room-by-room cost breakdowns
• Purchase Orders - Export orders grouped by vendor
• Schematics - Generate signal flow diagrams
• Executive Summary - Create professional proposal narratives