← All guides

Setting up your shop

Owners

Do these first

  1. Admin → Settings → Labor standards: your hourly rates per station — every quote and T&M invoice prices from these.
  2. Admin → Settings → Markup: the six markup percentages applied at quote time.
  3. Admin → Settings → Metal table & Structural shapes: review the starter pricing data and adjust to your suppliers.
  4. Admin → Settings → Vendors: add your material suppliers by hand or import a CSV (name, email, contact, phone).

Boards & templates

Admin → Settings → Stages controls both kanbans (quote and production) — rename, reorder, or deactivate to match how your shop actually flows. Document templates (proposal PDF, job card) live under Admin → Settings → Documents.

Integrations

SharePoint (quote/job folder trees and file sync) and QuickBooks connect under Admin → Settings. AI features (print autofill, translation) switch on under Admin → Settings → AI once a key is configured.

People

  1. Admin → Team: invite your estimators, purchasers, and shop floor.
  2. Admin → Settings → Role permissions: adjust what each role can see and do — owners are always exempt.
  3. Admin → Settings → Billing & plan: subscription status, checkout, and invoices.