Company Logo

Shown top-left on every quote document. PNG or JPG.

Company

Your legal identity and contact details — shown on every document header and footer.

Legal Name

Short Name

Website

Phone

Email

Street Address

City

State / Province

ZIP / Postal Code

Type a ZIP and the city and state fill themselves in. Anything you type over stays yours.

Year Founded

Years Experience

Payment Methods

Company Roster

The one home for your people (Law 9). The Project Pricer’s Salesperson/Estimator picker reads active people with that role. Roles and active status change only through Edit → Save, and a permission change is confirmed. People are never deleted — deactivate instead; their id stays stamped on past quotes.

Name *

Email (optional)

Phone (optional)

Roles

Salesperson/EstimatorForemanAccountantBoss

People (0)

No people yet. Add your first above.

Default Terms

Drive the auto-composed Payment Terms block. Enter numbers only (no % sign).

Deposit %

Balance Due (days)

Late Interest % / month

Annual rate auto-calculates from monthly × 12.

Change Order Deposit %

Cancellation Fee %

Quote Validity (days)

Lien

State-specific lien language. Review with counsel before relying on it.

Lien State

Withhold (days)

State Notice Text

Paste the lien notice wording your state requires. It is reproduced on customer documents exactly as entered.

Attorney review required. Lien notice wording is jurisdiction-specific and legally binding. Have counsel confirm this text before it appears on a customer document.

Process

Operational thresholds referenced in terms.

Cure / Avoid (hours)

Fuel Prices

One price for each fuel, set once. Every machine's fuel cost per hour is its burn rate multiplied by the price for the fuel it burns — nobody types a fuel cost on a machine.

Diesel — price per gallon ($)

Every machine you have marked diesel re-prices from this the moment you save it. You will be told how many drafts that moves, how many quotes are already locked, and what it costs across a year — before it is written.

Diesel — price as of

Fills itself with today when you change the price, and stays yours to change — you may read a price on Friday and enter it Monday. A price with no date is a number with no source, so it prices nothing until this is filled in.

Gas — price per gallon ($)

Every machine you have marked gas re-prices from this the moment you save it. You will be told how many drafts that moves, how many quotes are already locked, and what it costs across a year — before it is written.

Gas — price as of

Fills itself with today when you change the price, and stays yours to change — you may read a price on Friday and enter it Monday. A price with no date is a number with no source, so it prices nothing until this is filled in.

Saved here or in Company Setup — it is the same figure either way.

Limits

What the field may commit on its own, before anyone has to call you.

Foreman On-the-Spot Change Order Limit ($)

The most a single change order may COST in resources before a foreman needs your say-so. At or under this, the foreman quotes the customer on the spot; over it, the change order is saved and held for the salesperson or boss. Either way it's priced the same, from that job's original bid. Leave blank for the $1,500 default — the price to the customer will be higher than this number, because this limits the cost of the work, not what it sells for.