Common tasks: where to start
| I want to… | Where to go |
|---|---|
| Transfer a finished estimate from Google Sheets or Excel | Estimates → "Import" → paste a link to the table or upload a file (section 4.1) |
| Quickly create an estimate from online store products | Estimates → "Add item" → paste a link → "Auto-fill", or web clipper (sections 3.2, 8) |
| Send the client an estimate only for the kitchen | Estimates → "Export to PDF" → in "Rooms" leave only the kitchen → "Download PDF" (section 5) |
| Send the client only a part of the items | Check the items with checkboxes → "Export to PDF" or "Export to Excel" → "Only selected items" (section 5) |
| Show the client a cheaper option | Item card → "Add analog"; in the export, enable export with analogs (section 3.7) |
| Understand what and when to order to avoid disrupting the renovation | Timeline → "Upcoming purchases" block; in the estimate — "By order priority" view (sections 2.5, 3.1) |
| Record supplier payment, advance, and remaining balance | Estimates → in the item row "Vendor & payment" → "Supplier payment" (section 3.8) |
| Attach a receipt or invoice | "Vendor & payment" → "Supplier invoices": upload a file, press Ctrl+V with a screenshot, or paste a Google Drive link (section 3.8) |
| Upload a whole folder of receipts, invoices or quotes | Estimates → "Receipts & quotes" → Google Drive folder link or "Choose folder" → "Apply" (section 4.3) |
| Check goods upon delivery to the site | Item row → "Acceptance" (section 3.10) |
| Supplier rescheduled delivery date | "Vendor & payment" → new planned date → "Reason for rescheduling" (section 3.9) |
| Understand how much I will earn on the project | Estimates → "Economics" mode; Project finances (sections 3.6, 2.6) |
| Restore an accidentally deleted item | Immediately — "Cancel" on the bar; later — Activity feed → "Restore" (section 2.7) |
| Invite a colleague to the project | Team → "Invite member" (section 2.3) |
| See tasks and deadlines in my calendar | Profile settings → "Calendar" → "Add to Google Calendar" (section 10) |
| Activate a promo code | Profile settings → "Payment" → "Have a promo code?" → "Apply" (section 1.3) |
| Cancel the subscription or switch to Free | Profile settings → "Payment" → "Cancel subscription" (section 1.4) |
| Go through screen training | "?" button at the bottom of the left menu → "Guided tours" (section 11) |
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.