Settings → Catalog & Proposals → Import. We support CSV, XLSX, and direct migration from QuickBooks Estimates, Buildertrend, and Co-Construct. On Pro and Enterprise, our team will do the import for you on a 30-min onboarding call.
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Set up your shop, invite team, import customers
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Answers to common questions.
Yes. The Proposal Preview includes a live customizer (Layout, Theme, Accent color, Logo upload, Section toggles). On Enterprise, you can also upload a fully custom template via the API.
Yes — every page is responsive. We also have a native iOS app for crew on the job site (Android coming Q3 2026). The native app focuses on photo upload, ETA updates, and milestone check-offs.
Yes. Every Pro and Enterprise customer gets a 60-minute onboarding session with a product specialist. We also run free monthly group webinars covering quoting tips, margin best practices, and new features.
Settings → Account → Export. You'll get a ZIP of CSV files for every model (proposals, projects, customers, line items, files). Cancellation includes a 30-day grace window during which you can export everything one last time.