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Add New Contact
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Add New Property
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Add New Estimate / Quote
What's the quote porpuose?
choose estimate or quote number
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cost plus no estimate or quote
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How do you want to create your estimate or quote?
choose an option
Choosing the items one by one.
Selecting the items that the project needs.
number:
date:
Add Building Permits
permits:
electrical
plumbing
framming
Add New Payment To Change Order
create new invoice
invoice:
invoice number
no invoice atached
payment type:
type
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ACH
Paypal
amount:
date received:
description:
Add a new task!
project:
choose a project
1007 Kings Road
177 Ocean's Edge
1936 San Marie
2240 Post Riverside
3927 Rosetree
4336 Bethwood
7117 Camelot
categories:
choose a customer
miscellaneous
material
permits
sub contractors
design & plans
construction
insurance
inspections
task:
description:
start date:
due date:
budget:
priority:
1
2
3
4
5
6
7
8
9
10
add task
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Add New Change Order
name:
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choose an status
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description:
proposed date:
approval date:
Add New Plans
area:
choose an document
proposed approved plans
as built plan
floor plan
site plan
elevations plan
client proposal draft
mechanical MEP plans
electrical MEP plans
plumbing MEP plans
arquitectural plans
structural plans
choose plan:
name:
description:
Define Rooms Amount in the "As Built" Plan
attic
0
1
2
3
4
5
6
7
8
9
10
balcony
0
1
2
3
4
5
6
7
8
9
10
bathroom
0
1
2
3
4
5
6
7
8
9
10
dinning room
0
1
2
3
4
5
6
7
8
9
10
family room
0
1
2
3
4
5
6
7
8
9
10
garage
0
1
2
3
4
5
6
7
8
9
10
hallway
0
1
2
3
4
5
6
7
8
9
10
kitchen
0
1
2
3
4
5
6
7
8
9
10
laundry
0
1
2
3
4
5
6
7
8
9
10
living room
0
1
2
3
4
5
6
7
8
9
10
loft
0
1
2
3
4
5
6
7
8
9
10
pool
0
1
2
3
4
5
6
7
8
9
10
porch
0
1
2
3
4
5
6
7
8
9
10
room
0
1
2
3
4
5
6
7
8
9
10
Add "As Built" Asset Area
area:
choose an area
attic
balcony
bathroom
dinning room
family room
garage
hallway
kitchen
laundry
living room
loft
pool
porch
room
Define Areas in Projec't Plan
attic
0
1
2
3
4
5
6
7
8
9
10
balcony
0
1
2
3
4
5
6
7
8
9
10
bathroom
0
1
2
3
4
5
6
7
8
9
10
dinning room
0
1
2
3
4
5
6
7
8
9
10
family room
0
1
2
3
4
5
6
7
8
9
10
garage
0
1
2
3
4
5
6
7
8
9
10
hallway
0
1
2
3
4
5
6
7
8
9
10
kitchen
0
1
2
3
4
5
6
7
8
9
10
laundry
0
1
2
3
4
5
6
7
8
9
10
living room
0
1
2
3
4
5
6
7
8
9
10
loft
0
1
2
3
4
5
6
7
8
9
10
pool
0
1
2
3
4
5
6
7
8
9
10
porch
0
1
2
3
4
5
6
7
8
9
10
room
0
1
2
3
4
5
6
7
8
9
10
Add Area in the Projec't Plan
area:
choose an area
attic
balcony
bathroom
dinning room
family room
garage
hallway
kitchen
laundry
living room
loft
pool
porch
room
Add New Invoice
invoice number:
PO number:
invoice date:
due date:
terms:
choose a status
according to contract
due on receipt
net 7
net 15
net 30
other
status:
choose a status
pending being sent
pending
partial payment
paid in full
notes:
Add New Payment
invoice:
choose an invoice number
no invoice atached
payment type:
choose a payment type
cash
check
card
bank wire
ACH
Paypal
amount:
date received:
description:
Add New Punchlist
punch list name:
description:
created by:
choose an employees
Add New Service Provider Invoice
project:
2240 Post Riverside
provider:
choose a provider
Ryan Electric
invoice number:
PO number:
invoice date:
due date:
terms:
choose a status
according to contract
due on receipt
net 7
net 15
net 30
other
status:
choose a status
pending being sent
pending
partial payment
paid in full
notes:
Add a New Project Update
update name:
description:
Project: 2240 Post Riverside
Project's Floor Plan - garage
general info
walls
floors
windows & doors
elect / plumb
Area's Name
Structure
material:
choose the area structure
wood frame
blocks
concrete
insullation:
choose the insullation installed
fiberglass
spray foam
injection foam
polystyrene bead cavity
foam board
add wall photo
Structure Photos
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Measurements
area shape:
choose an area shape
square
non square
lenght:
inches
1
2
3
4
5
6
7
8
9
10
11
fraction
1/16 - .0625
1/8 - .125
3/16 - .1875
1/4 - .25
5/16 - .3125
3/8 - .375
7/16 - .4375
1/2 - .5
9/16 - .5625
5/8 - .625
11/16 - .6875
3/4 - .75
13/16 - .8125
7/8 - .875
15/16 - .9375
width:
inches
1
2
3
4
5
6
7
8
9
10
11
fraction
1/16 - .0625
1/8 - .125
3/16 - .1875
1/4 - .25
5/16 - .3125
3/8 - .375
7/16 - .4375
1/2 - .5
9/16 - .5625
5/8 - .625
11/16 - .6875
3/4 - .75
13/16 - .8125
7/8 - .875
15/16 - .9375
ceiling height #1:
inches
1
2
3
4
5
6
7
8
9
10
11
fraction
1/16 - .0625
1/8 - .125
3/16 - .1875
1/4 - .25
5/16 - .3125
3/8 - .375
7/16 - .4375
1/2 - .5
9/16 - .5625
5/8 - .625
11/16 - .6875
3/4 - .75
13/16 - .8125
7/8 - .875
15/16 - .9375
add ceiling height
area:
perimeter:
update area info
Add a Wall Photo.
file name:
photo name:
notes:
Color & Texture
color:
add a color
ceiling texture:
choose the ceiling texture
flat
flat level 5
knock down
orange peel
wall texture:
choose the wall texture
flat
flat level 5
knock down
orange peel
wall paper
add wall photo
Wall Photos
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Patches
add wall photo
Patches Photos
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update area info
Add a Wall Photo.
file name:
photo name:
notes:
Add Patche's Photo.
file name:
photo name:
notes:
As Built Floor Specs
floor structure:
choose a structure
concrete slab
piers
floor type:
choose a floor type
carpet
exposed concrete
ceramic tile
plancks
glue down planks
terrazo
procedure:
choose a procedure
remove tile, scrap thinset and fix surface for installation
remove and reinstall
remove and level with wood
remove and level with self level
remove, level frame and fix
add floor photo
Floor Photos
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Base Moulding
base size:
shoe moulding:
choose a shoe moulding size
no shoe moulding
1/2" x 3/4"
3/4" x 3/4" (quarter round)
add base moulding photo
Base Moulding Photos
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update area info
Add Floor Photo
file name:
photo name:
notes:
Add Patche's Photo
file name:
photo name:
notes:
Windows
add a window
window type:
choose window type
double-hung
casement
awning
bay or bow
procedure:
choose a procedure
remove and reinstall
remove and replace
remove and close the hole
add window photo
Windows Photos
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Doors
add a door
frame situation:
choose frame situation
perfect
fix skew
fix plumb
fix skew & plumb
door type:
choose a door frame
custom
frameless
prehung
opening lenght:
opening width:
frame thickness:
add door photo
Door Photos
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Closets
add a closet
closet type:
choose a closet type
no shoe moulding
1/2" x 3/4"
3/4" x 3/4" (quarter round)
closet frame:
choose a closet frame
custom
frameless
prehung
opening lenght:
opening width:
frame thickness:
add closet photo
Closet Photos
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update area info
Add a New Window
plan type:
choose a plan type
proposed approved plans
as built plan
floor plan
site plan
elevations plan
client proposal draft
mechanical MEP plans
electrical MEP plans
plumbing MEP plans
arquitectural plans
structural plans
choose plan:
name:
description:
Add Window Photo
file name:
photo name:
notes:
Add a New Door
plan type:
choose a plan type
proposed approved plans
as built plan
floor plan
site plan
elevations plan
client proposal draft
mechanical MEP plans
electrical MEP plans
plumbing MEP plans
arquitectural plans
structural plans
choose plan:
name:
description:
Add Door Photo
file name:
photo name:
notes:
Add a New Closet
plan type:
choose a plan type
proposed approved plans
as built plan
floor plan
site plan
elevations plan
client proposal draft
mechanical MEP plans
electrical MEP plans
plumbing MEP plans
arquitectural plans
structural plans
choose plan:
name:
description:
Add Closet Photo
file name:
photo name:
notes:
Electrical
add switches, outlets & fixtures
window type:
choose window type
double-hung
casement
awning
bay or bow
procedure:
choose a procedure
remove and reinstall
remove and replace
remove and close the hole
add electrical photo
Eletrical Photos
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Plumbing
add a plumbing
frame situation:
choose frame situation
perfect
fix skew
fix plumb
fix skew & plumb
door type:
choose a door frame
custom
frameless
prehung
add plumbing photo
Plumbing Photos
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update area info
Add New Switches, Outlet and Fixtures
plan type:
choose a plan type
proposed approved plans
as built plan
floor plan
site plan
elevations plan
client proposal draft
mechanical MEP plans
electrical MEP plans
plumbing MEP plans
arquitectural plans
structural plans
choose plan:
name:
description:
Add Electrical Photo
file name:
photo name:
notes:
Add New Plumbing Item
plan type:
choose a plan type
proposed approved plans
as built plan
floor plan
site plan
elevations plan
client proposal draft
mechanical MEP plans
electrical MEP plans
plumbing MEP plans
arquitectural plans
structural plans
choose plan:
name:
description:
Add Plumbing Photo
file name:
photo name:
notes: