> ## 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).

# Glossary

| Term | Definition |
| Profit Genie | Budgeting tool that calculates what to charge per day/hour to meet profit goals. |
| PMM (Production Minus Materials) | Pricing model that excludes materials to focus on labor, overhead, and profit. |
| ISPS | Integrated Sales Psychology & Strategies used to boost conversions through behavioral framing. |
| Proposal | A client-facing project estimate containing scope, pricing, and optional packages. |
| Takeoffs Page | Starting point for proposals; used to enter job, client, crew, and setup information. |
| Landscape Work Areas | Individual zones of a project used to organize sections (e.g., Patio Area, Front Yard). |
| Sections | Distinct installable elements in a proposal like Beds, Lawn, Pavers, etc. |
| Templates | Pre-built section configurations with reusable materials, labor, and equipment data. |
| Custom Sections | User-defined sections not in the system’s default library (e.g., Firepit). |
| Custom Groups | Groupings of multiple sections presented with one bundled price in client proposals. |
| Mainframe | A strategic Custom Group name for bundling foundational items like Mobilization, Irrigation, etc. |
| Proposal Packages | Good/Better/Best tiers used to show structured pricing options via checkbox logic. |
| Markup Screen | Financial breakdown screen showing pricing, profit metrics, and PMM alignment. |
| Daily PMM | Required daily billing target to cover overhead and meet profit goals. |
| Hourly PMM | Hourly target per employee needed to stay profitable. |
| Real-Time Pricing Feedback | Dynamic updates to section pricing based on crew, markup, or PMM settings. |
| Proposal PMM | Overall PMM value across all sections of a proposal. |
| Proposal PMM + Subs and Equip | PMM including subcontractor and equipment costs. |
| Gross Profit | Total profit after costs for labor, materials, subs, and equipment are subtracted. |
| Gross Profit Margin | Percentage representation of gross profit relative to proposal value. |
| Efficiency Calculator | Tool used to model profitability impact of adjusting crew sizes or finishing early. |
| Unbillable Labor | Non-revenue time (e.g., travel, loading) factored into Profit Genie and crew rates. |
| Hidden Labor Cost | Financial impact of unbillable labor over time. |
| Fully Loaded Rate | Labor rate including taxes, insurance, and employer burdens. |
| Field Employees | Direct revenue-generating crew members added to proposals and Profit Genie. |
| Overhead Employees | Non-field staff like office workers and owners, recovered via labor billing. |
| Employer Tax Settings | Tax rates applied to employee pay to calculate fully loaded labor costs. |
| Crew Size | Number of employees assigned to a section or job. |
| Crew Hours | Billable daily hours of labor excluding unbillable time. |
| Labor Summary | Snapshot showing crew size, total hours, and estimated install days per section. |
| Man Hours | Combined labor time for a section based on crew size and install duration. |
| Materials Catalog | Database of all items with pricing, unit types, install times, and descriptions. |
| Install Time | Time needed to install one unit of material; used in crew-hour calculations. |
| Unit Type | Measurement used for materials (e.g., Each, Sqft, Yard, Gallon). |
| Equipment Catalog | Detailed breakdown of equipment costs and usage-based billing rates. |
| Fuel Prices | Input settings used to calculate equipment operating costs. |
| Subcontractor Catalog | Contact info and service rates for subcontractors added to proposals. |
| Client Catalog | Stored client details including name, address, and communication history. |
| Annual Overhead | Full yearly operating expense used to calculate PMM targets. |
| Overhead Expenses | Fixed monthly costs (insurance, rent, phones) entered for budget planning. |
| Miscellaneous Expense | Suggested 5–10% buffer for unexpected spending. |
| Proposal Statuses | Stages of a proposal: Draft, Sent, Viewed, Accepted, Rejected. |
| Crew Notes | Internal instructions visible only to crews (e.g., staging, access notes). |
| Description of Services | Client-facing explanation of work performed for each section. |
| Project Overhead | Non-labor project costs such as travel, rentals, or port-a-potty fees. |
| Mobilization | Client-facing renaming of Project Overhead to emphasize logistics and coordination. |
| Contract for Services | Proposal payment terms including down payment and progress schedule. |
| Client Accept | Signature event that locks in proposal terms and initiates project workflow. |
| Change Order | Structured proposal update post-acceptance for scope or pricing changes. |
| Update Package Feature | Post-sale upgrade tool allowing clients to select a different package with automated pricing. |
| Project Folder | Location for files, images, and documents tied to active projects. |
| Project Budget Page | Tracks material ordering and delivery status by section. |
| Vendor | Supplier selected when logging material orders. |
| Smart Calendar | Live scheduling board that auto-adjusts crews and timelines when projects change. |
| Assign Crew | Action used to designate team members to a project within the calendar. |
| Active Stages | The default filter on the Proposals page. Shows every proposal except rejected ones. |
| Email History | A record of every email sent for a proposal or change order: when, to whom, BCC, subject, and who sent it. |
| BCC | Optional addresses copied on a proposal, change order, or resend email so you keep a record of what was sent. |
| Project Notes | Job-wide instructions at the top of the Project Budget page, such as gate codes, parking, and access. |
| Row Header | Your own internal name for a row in a Materials table. Never shown on the client's proposal. |
| Material Groups | Headings in a template's Materials table (for example Pipe, Heads/Nozzles) that rows are dragged under. Set up in the Template Editor. |
| Misc | The catch-all heading for material rows that aren't in a group. |
| Invoice Client Page | Where a project's invoicing lives: the Payment Summary, the invoice schedule, credits, and each invoice. |
| Draft Invoice | An invoice created on its scheduled date but not yet emailed. You review it and click Send Invoice. |
| Billed to Date | Everything already invoiced on a contract, paid or not. Change orders only recalculate payments after this point. |
| Credits | Amounts you take off what a client owes. Added with Manage Credits and applied to the remaining schedule. |
| Payment Link | A Stripe link on an invoice that charges what is still owed on it. |
| Pay Online | The button on an invoice email, PDF, and client invoice page that opens the payment link. |
| Stripe | The payment service you connect to accept card and bank transfer payments. Payments go to your own Stripe account. |
| Progress Billing Export | A CSV of the contract priced by line, with each accepted change order, for commercial jobs billed by percent complete. |