Getting your first project from walkthrough to bid.

From the dashboard, click Business in the top nav. Fill in:

• Company info — name, phone, license #, address. Renders top-right of every customer PDF.
• Logo — PNG or JPEG, automatically resized. Wide aspect ratio looks best.
• BOM defaults— your hourly labor rate + default profit margin. Used on every project’s BOM math.
• Tax & fees — sales tax % + flat permit fees. Appear on the customer PDF only.
• Default systems — which trades you usually cover. Pre-checked on every new project.

Hit + New project from the dashboard. Pick a workflow mode:

• New install — fresh install. Device statuses: Planned → Wired → Installed → Tested → Approved.
• Site survey— existing system. Tag what’s there / being replaced / being added.
• Sales walkthrough — pitching a new system. Mark proposed devices to win the job, convert to a real install once signed.

Three ways in:

• PDF — drag and drop. Multi-page works; each page becomes a separate markup tab.
• Phone camera — opens the back camera, snap a photo of the printed plan, FieldMarkup converts it to PDF on upload.
• Blank canvas— start fresh on an 11×17 page. Useful for residential walkthroughs where there’s no floorplan yet.

In the editor, open the icon picker on the right. Categories: CCTV, Access, Intrusion, Fire, Openings, Misc. Click an icon, then click where you want it on the plan.

• Cameras + motion render a FOV cone — drag the cone to aim, drag the handle to change angle / reach.
• Status — click a placed device and pick a status in the drawer. Status determines the badge color on the plan.
• Custom hardware— Settings → Hardware library lets you define your own letter-code device types (e.g. “FIB” for fiber switch) that appear in the picker.
• Photos — attach photos to any device (rough-in shots, post-install confirmation).

From the project page, click BOM. Every device you placed rolls up by manufacturer + model. For each row:

• Set unit cost (your cost) and labor hours per device. Updates every matching device on every plan in the project.
• Manufacturer + model — type directly on the row, it bulk-updates the matching devices.
• Add manual line items for wire, accessories, anything not on the plan.

From the BOM page header, two save buttons:

• Save internal PDF — full breakdown: materials, labor, pre-margin subtotal, margin amount, tax, permit fees, customer price. For your records.
• Save customer PDF— margin baked into unit prices, company branding top-right, single “Total” line. No mention of margin or profit anywhere. Email this to the customer.

Both save as project documents in the Documents tab. CSV export (with all the numbers) is also available.

On every project page, the sales status pill rolls the project through 6 stages. Dashboard KPIs at the top of /dashboard roll them up.

Two ways to reach us:

• Feedback button — floating bottom-right of every dashboard page. Bug reports, feature requests, questions all land in the admin inbox.
• How it works — visual walkthrough of the 5-step flow.