New Project

Fill in the basics. You can edit the estimate and proposal narrative on the next two screens before generating the files.

Project Info

Folder name Project name / company

Address City & State

Bid date Architect / GC

Contact Contact name

Email Phone

Source Lead notes (paste full email / call notes — fuels the AI Autofill on the next screen)

Work Type

Picks which estimate tab and proposal template are used.

Epoxy Polish Combo (Epoxy + Polish)

Scope (quick)

Pre-fills the estimate. You can refine on the next screen.

Epoxy floor SF Polish floor SF

Cove LF (epoxy) Bid date / Approx start

Audience

Picks which proposal template the tool fills.

Direct customer General contractor (GC)