Documentation

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
Adding a Product
More about adding products

This video walks through creating a new product manually, including using Fill with AI to auto-populate descriptions from manufacturer data.

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
Creating a Project
More about creating projects

See how to set up a new project with a name, job number, and client details. Projects are the containers for all your rooms and equipment.

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.

Configuring Rates
More about rate configuration

Set your labor rates, equipment markup, programming costs, tax, and shipping percentages. These defaults apply to all new projects automatically.

Next Steps

Explore these features as you build out your projects:

  • Semantic Search - Find products using natural language instead of exact keywords
  • 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