Quick Guides

• Foreman/Project Manager 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 will help you confidently work with Elevation Advisor Software. 1. Using the Projects Page • Purpose – Manage active projects, timelines, and budgets.Few readers

• Accounting 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. Using the Expenses Page • Purpose – Track and categorize company spending for accuFew readers

• 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. Start by heading toFew readers

• Field 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. Using the Timesheets Page • Purpose – Track man hours and clock in/out. This pagFew readers

Settings and User Roles

• Account Settings

  If you have an Owner/Admin or Manager role, you can access your Elevation Advisor account settings by clicking the gear icon in the top right corner of your screen. This is your hub for managing everything, from updating your account details to editing business info and overseeing your company’s users. Figure 2: Account & Profile settings, showing options for updating business and personal details. (https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/AccountSettinFew readers

• Users and Roles

  Members Figure 1: Members page in Account Settings (https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/AccountSettings/Images/AccountSettings1.png =800x385) When you open the settings, you’ll land on the Members page. Here you’ll see a list of each user in your company who’s using Elevation Advisor. For each person, you’ll find: Role Status (Active or Pending) Email Phone number Organization Date joined Pending means the user has been invited bFew readers

Profit Genie Wizard

• Onboarding Checklist

  Welcome to Elevation Advisor! Before you dive into creating proposals or exploring Profit Genie, this checklist will walk you through the essential setup steps to ensure your numbers are accurate, your pricing is profitable, and your business is ready to run at full speed. Think of this as your guided path to success, each step builds the foundation for smarter decisions, better margins, and more confidence in every proposal you send. It only takes a little time to set up, but the payoffFeatured

• Filling Out Profit Genie Wizard

  The first time you select Profit Genie from the menu, you’ll be taken to a seven-step set-up wizard. To begin, click Start Your Journey. Step 1: Company Name Enter your company name and click Continue. Figure 1: Profit Genie Wizard Step 1, prompting the user to enter their company name. Step 2: Full-Time Field Employees InSome readers

• How to Set Up Labor

  Labor is one of the most misunderstood parts of your setup. Getting this right means your proposals will reflect the true cost of your team’s time. Your pricing will be grounded in reality, not guesswork. This section walks you through how to enter employer taxes, field employees, and overhead employees. Each step builds on the last. Together they form the foundation for your fully loaded labor rate. Let’s take it one step at a time. FigFew readers

• How to Add Expenses

  This section is key to setting up your financials correctly, and I’m going to walk you through it in a friendly, step-by-step way. We’ll cover the four main sections, and I encourage you to stick with me through the whole process. Understanding each part fully before entering your expenses will make everything smoother and help ensure your numbers are spot-on. Before we get into the details, let’s talk about why this page is so importFew readers

Catalogs

• How to Set Up Equipment

  Once you’ve completed the Profit Genie Wizard, the next step is to enter your equipment. This ensures that your estimates accurately reflect the cost of owning and operating the tools and machines your business depends on. This section is more than just data entry, it’s about making sure your pricing reflects the real cost of doing business. Whether it’s a skid steer, a dump trailer, or a set of small tools, every piece oFew readers

• How to Add Materials

  This catalog is where you define the products your crews install, how much they cost, and how long they take to install. Once this is done, your proposals will practically build themselves. Let’s walk through the process together. Figure 1: Materials setup page, showing the interface for adding materials. (https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/Catalogs/Images/Materials1.png =800x385) Step 1Few readers

• How to Add Subcontractors

  Subcontractors are a vital part of many landscape businesses. Whether you’re hiring a specialist for irrigation, concrete, lighting, or other services, Elevation Advisor makes it easy to organize and price their work inside your proposals. Let’s walk through how to set up your subcontractor catalog so you can quote jobs quickly and accurately. Figure 1: Subcontractors setup page, showing the interface for adding subcontractor details. (hFew readers

• How to Add Clients

  Figure 1: Clients setup page, showing the interface for adding client details. (https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/Catalogs/Images/Clients1.png =800x385) Your Client Catalog is the foundation of your sales process. It stores all your customer information in one place so you can quickly build proposals, track communication, and stay organized. Whether you’re adding a single homeowner or importing a full list of past clients, Elevation Advisor maFew readers

• Using the Onboarding Card

  When you start the onboarding process in Elevation Advisor, look for a small green-and-white pop-up in the bottom-left corner of your screen. That pop-up is your onboarding card,  an automatic checklist to guide you through each step of your set up journey. As you finish items on the card, they’ll automatically check themselves off, so you don’t have to worry about tracking progress manually. The whole point of the card is to keep you organized and make sure you don’t miss any onboarding stFew readers