Quick Guides
Estimator/Sales Quick Guide
You price the work. Everything downstream, the schedule, the budget your crews work to, the invoices, the margin the company actually earns, starts with what you build here. Get the takeoff honest and the price follows. Get it wrong and no amount of hustle in the field will fix it. The good news: you don't have to hold the math in your head. The company's labor rates, equipment costs and overhead are already loaded, so when you enter what the job needs, the price that comes out already covers tFew readersField Quick Guide
You're on a crew. Your hours are how this company knows what a job really cost, so the time you record here ends up in the budget your foreman works from and in the paycheck you get. That's the whole job in this software: get your time right, and know where to look when you need to see what's happening today. Nobody expects you to learn the rest of it. You won't see proposals, pricing, or anybody's pay. What you see is your schedule, your time, and the files for the jobs you're on. Set YourFew readersForeman/Project Manager Quick Guide
You run the work. The office sold the job and priced it; from the moment it hits the schedule it's yours. Elevation Advisor gives you three things that matter on a job site: the budget your crew is working against, the schedule, and the time record that becomes payroll and job cost. Here's the part worth taking seriously. Every hour your crew records lands against the hours that were sold. That's how the company finds out whether the price was right, and it's how you find out on Tuesday that aFew readersAccounting Quick Guide
You keep the money straight. Everyone else creates the numbers; you're the one who has to make them add up, get them billed, get them paid, and get them into the books without a week of cleanup at month end. Three jobs are really yours in Elevation Advisor: billing the work, paying the crew, and keeping QuickBooks in step. The rest you can read. Set Yourself Up in Your First Hour Sign in and set your password, then check your name, email and time zone under the gear icon. The time zoneFew readersSales Quick Guide
You sell the work. Someone else builds the numbers; your job is the client, from first conversation to signature, and the relationship after it. That split is deliberate. Proposals are read only for you, so you can open any proposal, see exactly what it includes and what it costs, and talk about it with confidence, without anyone worrying that a price changed on the way to the meeting. If something needs to change, you ask your estimator and they change it at the source. Set Yourself Up inFew 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.  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 automated 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 foundatioFeaturedFilling 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. Step 2: Full-Time Field Employees ISome readersHow to Add Expenses
How to Fill Out Overhead Expenses This section is key to setting up your financials correctly, and this article will 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 iFew readersHow to Set Up Labor
How to Setup 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 fFew readers
Catalogs
How to Set Up Equipment
How to Set Up Equipment in Elevation Advisor 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 doiFew readersHow to Add Materials
How to Setup Your Materials Catalog 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. Step 1Few readersHow to Add Subcontractors
Adding 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.](httFew readersHow to Add Clients
Your Client Catalog is the foundation of your sales process. It stores all your client 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 makes iFew 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 sureFew readersOwner and Admin Quick Guide
This is your company, and this is the account that can change anything in it. Rates, roles, integrations, pricing targets, who sees what. Nobody else can undo what you set here, which is the point and also the reason to set it deliberately. If you're the one who bought Elevation Advisor, start here and work down the page in order. An afternoon spent on setup saves a season of arguing with numbers you don't trust. Get the Foundation Right Profit Genie first. Before anyone prices a job,Few readersManager Quick Guide
You run the business day to day. Proposals going out, jobs getting scheduled, crews getting paid, clients getting billed. You're the one people come to when something is stuck, and Elevation Advisor gives you a view of all of it. Your role sits one step below the owner. You can work anywhere in the operation and see the reports that show whether the work is making money. What you don't own is the cost basis itself, the labor rates, expenses and overhead behind Profit Genie. That stays with theFew readers