> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.elevationadvisor.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # FAQs ## Setup & Configuration ### Q: What is Profit Genie, and why is it required during setup? [Profit Genie](https://support.elevationadvisor.com/en-us/article/what-is-profit-genie-19aids2/) reverse engineers pricing based on your overhead, labor, and profit goals. It ensures proposals are financially sound from the start. (Pages 5, 28–31) ### Q: Why should I list myself as both a field and overhead employee? If you are an owner-operator, this ensures labor recovery for both install work and administrative tasks. (Pages 14, 95–96) ### Q: Can I skip entering employer taxes? No. Accurate labor costs depend on complete tax data, and skipping this will lead to mispriced bids. (Page 12) ## Catalog & Proposal Building ### Q: What is the difference between a Section and a Work Area? [Work Areas](https://support.elevationadvisor.com/en-us/article/adding-landscape-work-areas-wf9n9i/) group parts of the job such as Front Yard or Back Yard. [Sections](https://support.elevationadvisor.com/en-us/article/beds-begin-here-if-you-are-just-getting-started-with-sections-147cu76/) detail the install elements like Beds, Sod, or Irrigation in each area. (Pages 36–37, 42–65) ### Q: Should I duplicate materials for different crew sizes? Yes. This keeps install times consistent and supports accurate [PMM-based pricing](https://support.elevationadvisor.com/en-us/article/how-should-you-actually-price-landscape-construction-jobs-9thge3/) for different workflows. (Page 20) ### Q: How do Templates help my team save time? [Templates](https://support.elevationadvisor.com/en-us/article/working-with-templates-qso40m/) bundle labor, materials, and equipment into reusable packages. They streamline proposal building, provide consistency and reduce repetitive work. (Page 65) ## Financial & Strategic Tools ### Q: How do I know if my proposal hits profit goals? Use the [Markup](https://support.elevationadvisor.com/en-us/article/markup-that-makes-sense-a-guided-tour-of-the-markup-screen-15zzu5p/) screen to compare PMM for each section against your Profit Genie target. Visual cues show profitability clearly. (Pages 65–70) ### Q: What is the Efficiency Calculator used for? This tool lets you model whether adding labor will help finish early enough to justify extra cost. It is ideal for time-sensitive jobs. (Pages 71–73) Q: What is the importance of tracking unbillable labor? [Unbillable labor](https://support.elevationadvisor.com/en-us/article/the-hidden-cost-of-unbillable-labor-190q3nv/) can erode your margins. Including it in Profit Genie helps maintain profitability without raising client pricing. (Pages 95–96) ## Sales Psychology & Conversions ### Q: What is ISPS and how does it help close sales? [ISPS (Integrated Sales Psychology & Strategies)](https://elevationadvisor.com/integrated-sales-psychology) improves close rates by structuring [packages](https://support.elevationadvisor.com/en-us/article/creating-packages-that-sell-themselves-1kra852/), anchoring pricing choices, and shifting focus from line items to outcomes. (Pages 73–78) ### Q: Why rename “Project Overhead” to “Mobilization”? Renaming reframes logistics as added value. This helps reduce client pushback and supports strategic sales tactics. (Pages 62, 73–75) ### Q: What is the best way to upsell without pressure? Use the [Update Package feature](https://support.elevationadvisor.com/en-us/article/upselling-with-the-update-package-feature-1ipfp01/). Clients often start with a basic option and upgrade once trust is built, and this process makes that easy. (Page 84) ## Scheduling & Production ### Q: What happens after a proposal is accepted? The project moves into the [Projects tab](https://support.elevationadvisor.com/en-us/article/using-the-projects-page-1h1a1tt/) and [Smart Calendar](https://support.elevationadvisor.com/en-us/article/how-to-use-smart-calendar-maomvz/). Assignments, material planning, and scheduling are managed automatically. (Pages 85–93) ### Q: How are schedule conflicts handled during a Change Order? Smart Calendar updates working days and reschedules any impacted jobs. This keeps operations smooth and avoids overlaps. (Pages 90–93) ### Q: Can clients see notes that were written for crews? No. “Crew Notes” are only seen internally for field instructions. Client-facing messages stay separate in the Description of Services. (Page 47) ## Change Management ### Q: Can I edit a proposal after it is accepted? No, but you can create a [Change Order](https://support.elevationadvisor.com/en-us/article/creating-change-orders-1tebc08/) to revise the proposal. This keeps billing, scheduling, and client communication in sync. (Pages 80–83) ### Q: How do payment plans update after changes? The system [automatically recalculates](https://support.elevationadvisor.com/en-us/article/using-the-change-order-payment-calculator-ahlyih/) totals and redistributes any remaining payments across the adjusted schedule. (Pages 81–82) ## Proposal Clarity & Presentation ### Q: How do I make proposals feel more polished and professional? Use the “Description of Services” for client-facing summaries and embed custom branding. Keep section names outcome-driven rather than technical. ### Q: Can I rearrange proposal sections or work areas? Yes. Simply drag and drop within the proposal editor to restructure the order and improve narrative flow. ### Q: What’s the best way to present optional upgrades or add-ons? In the Package screen, choose specific landscape items for each package to customize what’s included across different package tiers. ## Crew Size & Labor Modeling ### Q: Why does changing crew size affect install time and pricing? Crew size directly influences labor efficiency and PMM. Smaller crews take longer, which can change labor costs and profitability metrics. ## Invoicing & Payments ### Q: Why didn't my client get their invoice? Invoices aren't emailed automatically. When a payment's date arrives, Elevation Advisor creates the invoice as a **draft** so you can check it first. Open the project's **Invoice Client** page, click the invoice, and click **Send Invoice**. See [How to Use Invoicing](https://support.elevationadvisor.com/en-us/article/how-to-use-invoicing-1mpur8c/). ### Q: Can my clients pay their invoices online? Yes. Connect your own Stripe account and every new invoice gets a **Pay Online** button, so clients can pay by card or bank transfer and the payment is recorded for you. Already sent an invoice without a link? Add one and send it again. See [Getting Paid Online with Stripe](https://support.elevationadvisor.com/en-us/article/getting-paid-online-with-stripe-11hkso9/).