Company Profile
This info appears on your quotes and PDFs.
Logo
No logo
Defaults
Saved Line Items
These appear in the quick-add dropdown when building quotes.
Add New Item
Cost Templates
Save your common job costs (materials, labor). Use these when tracking costs per quote.
Add New Cost
Profit Margin
Your desired profit margin. Used to calculate expected profit on quotes.
Webhook Integration (n8n / Zapier)
When a customer signs, we'll POST the quote data to this URL.
Export Data
Download all your quotes and financial data.
Account
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