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Getting Started

Create your account, set up your workspace, and start quoting — all in under 5 minutes.

1

Create your account

Head to the Sign Up page and register with your email or Google account. No credit card required — you get a full 14-day free trial with all Pro features unlocked.

2

Set up your organisation

Once you're in, you'll be prompted to either create a new workspace or join an existing one.

Creating a workspace? Just enter your business name (e.g. "Smith Constructions") and you're good to go. We'll generate a unique slug automatically.

Joining an existing team? Search for the organisation, send a request, and wait for the owner or admin to approve you.

3

Upload your pricing list

This is the foundation of accurate quoting. Head to Settings → Pricing Lists and upload your rates via our Excel template.

Each item needs a code, description, unit (e.g. m, m², ea, hr), and unit price. You can also include supplier name and link if you want to track where your materials come from.

No pricing list yet? No worries — you can always add custom items manually when building a BOQ.

4

Create your first project

Go to Projects in the sidebar and hit New Project. Enter a project name, your client's details, and an address.

From here you can start building a BOQ manually, or upload documents and let AI do the heavy lifting. Your call.

5

Send your first quote

Once your BOQ looks right, confirm it — then generate a professional PDF quote in one click. Review it, and when you're happy, send it straight to your client.

That's it. You're quoting smarter already.

What's next?