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 readers

• Field 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 readers

• Accounting 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 readers

• Foreman/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 readers

• Sales 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

• Manager 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

• Owner 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 readers

Settings and User Roles

• Account Settings

  Settings is where you set up your company and your own login: your business info and logo, the season and work schedule Profit Genie prices from, your team, your Elevation Advisor billing, and online payments. To open it, click the gear icon in the top right corner of the screen. You'll land on Account & Profile. Click a section name on the left (or the + next to it) to open that section. ![Figure 1: Settings, Account & Profile, with the section list on the left.](https://elevationSome readers

• Members (Users and Roles)

  Everyone on your team gets their own login, and each login has one role. The role decides what that person can see and change in Elevation Advisor. Pick the smallest role that lets someone do their job; you can always change it later. The Seven Roles Owner/Admin: everything, including Profit Genie, Expenses, the Members tab and your Elevation Advisor billing. Give this to the owner and anyone who sets your pricing. Manager: runs the business day to day. Everything except Profit GeFew 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 readers

• Billing and Seats

  Your plan comes with one user. Everyone you add after that is a seat, and seats are what show up on your bill. This article explains what a seat costs, when you get charged, and what happens when people come and go. What a seat costs Every plan includes one full user. On Startup, that's the whole story: one user, no seats to add. On Pro, each person after that first user is a paid seat, priced by the level of access you give them: Full seat, $19.97 a month: Admin, ManagFew 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 doinFew readers

• How 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 readers

• How 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 readers

• How to Use the Supplier Catalog

  The Supplier Catalog keeps every yard, nursery and store you buy from in one place, with the phone number, email, address and contact person for each. When your crew orders on a Project Budget, they see the supplier's phone and address, can tap to call or get directions, and order emails go straight to the right inbox. You don't start from scratch. Every supplier already on your materials or past orders is on the list the first time you open it, so all you add is their details. GettingFew readers

• How 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

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 foundatioFeatured

• 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. Step 2: Full-Time Field Employees ISome readers

• How 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 forFew readers

• How 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 readers

• Ask Profit Genie

  Stuck on a screen? Ask Profit Genie. Type a question the way you'd ask a coworker, and Genie answers in plain English with the steps and the screen to find them on. No searching through articles, no waiting on a ticket. Genie knows how Elevation works and reads from the same help articles you're reading now. It doesn't touch your numbers and it doesn't change anything in your account. It tells you where to click and why it matters. Opening Genie Click Ask Profit Genie in the top-rightFew readers