Getting started
Set up the workspace, business profile and first enquiry.
Leads and receptionist
Capture enquiries, review drafts and manage the pipeline.
Quotations
Create, review and track professional customer quotations.
Tender Intelligence
Upload documents, run analysis and review source-linked findings.
Estimating and rates
Create estimates and manage private company rates.
Marketing
Create compliant campaigns and suppress opted-out contacts.
Billing
Manage plans, subscriptions and cancellation.
Security and privacy
Understand account security and data controls.
Start here
- Complete your business profile and workspace settings.
- Add a test enquiry or tender using non-confidential sample information.
- Review all AI-generated drafts before approving them.
- Add your own rates before using the estimating workflow.
- Contact support if any output appears incomplete or incorrect.