Estimator/Sales Quick Guide

Welcome to your Elevation Advisor Quick Start Guide! These guides are designed to give you clear, step-by-step instructions and information on the tools you’ll use most often. Each section highlights only the essentials so you can get up and running quickly, without being overwhelmed by excessive detail. 

Regardless of your role, this guide help you confidently work with Elevation Advisor Software. 

1. Creating a Proposal 

• Menu → Proposal → Create New Proposal. 

• Client Details – Select or add a customer; confirm contact and property info. 

• Project Info – Name the project clearly (e.g., “Smith Backyard Patio”). Enter crew size and daily hours. 

• Work Areas – Add and name work areas (Front Yard, Patio, Garden). 

• Sections – Add prebuilt or custom sections to each work area. 

• Measurements & Materials – Enter your dimensions, link materials from your Catalog, and confirm unit costs and install times. 

• Equipment/Subcontractors – Add necessary items, select billing type, and save changes. 

• Descriptions – Write clear, client-facing scope statements. 

• Templates & Alternatives – Save reusable sections; duplicate for alternate materials. 

• Review & Send – Check totals, taxes, and markup. Send via email link or PDF. 

Proposal Checklist 

• Make sure your client info is correct 

• Check work areas & sections for completion 

• Ensure measurements are entered for all sections 

• Materials should be linked and verified 

• Verify your install times for accuracy 

• Make sure that any equipment and subcontractors added 

• Make sure that your scope descriptions are clear 

• Review your pricing 

2. Using the Projects Page 

• Purpose – Manage active projects, timelines, and budgets. 

• Menu → Projects 

• Navigation – View current projects, finished projects, and a daily calendar overview. 

• Status Updates – Keep current to reflect real-time progress. 

• Scheduling updates –. 

Projects Page Checklist 

• Ensure all projects are on the schedule 

• Update invoicing as needed  

3. Invoicing 

• Purpose – Bill clients efficiently and accurately for completed or partial work. 

• Menu → Projects → Invoice Client. 

• Types – Progress billing, make changes to billing or view the current invoice. 

• Line Items – Imported from approved proposal; adjust if needed. 

• Terms – Match signed agreement; set due date. 

• Delivery – Email link or PDF. 

• Tracking – Monitor payments and follow up on invoices. 

Invoicing Checklist 

• Terms match signed contract 

• Items match delivered work 

• Payment options provided 

• Overdue reminders sent promptly 

4. Accessing Smart Calendar 

• Menu → Smart Calendar 

• Opens to current month; today’s date highlighted. 

• Projects appear color-coded by crew; labels stretch across assigned days. 

Viewing & Editing Projects 

• Click a project → sidebar opens with start/end dates & workdays. 

• Adjust with + / – buttons (affects duration, not man hours). 

• Remove a project → Remove From Calendar. 

Adding Proposals to Calendar 

• In Proposals To Schedule, click Add Project to Calendar. 

• Review project details and adjust workdays as needed. 

• Set working days of week + start/end dates. 

• Assign Crew → select crew(s), edit via Manage Crews if needed (first crew’s color marks the project). 

• Optionally view full proposal or project folder. 

• Confirm with Add Project to Calendar. 

Managing Crews 

• Menu → Smart Calendar → Crews. 

• Create New Crew: enter name, assign crew color, add notes (specialization). 

• Drag/drop employees into crew box → Save. 

• Edit via three-dot menu → Edit Crew. 

• Delete via three-dot menu → Delete Crew. 

Updated on: 10/18/2025