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Getting Started

Welcome to the Estimation System

This detailed guide is designed to help you master every aspect of the application, from creating your first estimate to managing complex approval chains.

New Estimators

Jump straight to building proposals.

Go to Estimate Workflow →

Administrators

Configure users and templates.

Go to Admin Settings →

Authentication & Security

Access to the system is strictly controlled. Ensure you are using your corporate email address.

Login Process Secure
1

Navigate to Portal

Go to the homepage. If not logged in, you will see the login screen.

2

Enter Credentials

Input your registered email and password. Use the "Forgot Password" link if needed.

User Roles & Permissions

Role Key Capabilities Access Level
Super Admin Full system control, manage users, edit settings. Unrestricted
Estimator Admin Manage products, templates, and view all estimates. High
Estimator Create regular estimates, view own data. Standard