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Browse all →Getting started
Quick orientation and first quote checklist.
Onboarding and setup
Set display units, operator rate, machines, and materials.
Quotes overview
Create, send, accept/reject, archive, and track quotes.
Quote editor (parts, services, nesting, notes)
How to edit part line items, add services, and review totals.
Quote calculator (pricing breakdown)
Understand totals and how materials, machines, and services affect pricing.
Troubleshooting and FAQ
Common DXF/import issues, units, and pricing surprises.
Browse by category
Getting Started
Orientation, setup, and your first quote.
Core Workflows
Quoting workflows, editor, and pricing.
Customer-Facing
What customers see and how they respond.
Ops
Notifications and operational reporting.
Setup
Materials, machines, and pricing inputs.
Troubleshooting
Common issues, fixes, and CAD prep.
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