Access your quotes and takeoffs in one place.
Four tools, one portal — keep every rate current in one place, plan and control job costs, price a job with the full material and labour catalog, or build a fresh takeoff straight from element geometry.
Update the sign-in PIN for . Stored on this browser only.
Preferences for the whole portal — appearance, Quotes pricing defaults, and Estimates takeoff defaults. Saved on this browser and applied everywhere.
Running build a1bb3d7 · 2026-11-12 21:04 UTC — quote this when reporting anything, so it is clear whether the browser has the latest deploy.
Pick which provider the AI Engine and the chat use with Use (remembered in this browser). Keys are set in the Vercel project under Settings → Environment Variables (ANTHROPIC_API_KEY, OPENAI_API_KEY or OPEN_AI_KEY, DEEPSEEK_API_KEY, plus AI_PROVIDER for the default) and never leave the server. This panel only shows what is set and lets you test each one.
Connect the Workspace mailbox so the AI Engine's Mail tab and the chat can read it (read-only — nothing is ever sent, replied to or deleted). The sign-in happens on Google's own page; the token is kept on the server. Setup lives in the Vercel project: GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET.
The same connection reads the office's project files folder in Google Drive (read-only) so every project's files are in the app — the Files button on a quote, "From Drive" on element cards and in the AI Engine. A mailbox connected before Drive was added needs one reconnect to grant it.
Tender inbox scan — once a day (7 am Melbourne) the app reads this mailbox for requests for tender or quote and makes each one a Queued project in Quotes: name and client from the email, deadline from the email or 14 days from receipt, the email's drawings and documents copied under the project's Files. The same email, thread or address never makes a second project. A tender sent to grady@ is picked up when it is forwarded or copied to projects@ (the original sender becomes the client). Read-only — nothing is labelled, moved or sent.
Decimal places apply to per-line amounts (headline totals stay whole dollars). Margin/GST take effect everywhere the margin ladder is computed — Quote Summary, Dashboard, print & Excel exports. Overheads/contingency seed new projects only; existing projects keep their own values.
Turning off delete confirmation makes every ✕ Remove a single, immediate click — there is no undo. Auto-publish keeps the Cost Planner fed live from Estimates' Quantity Register; turn it off if you'd rather it not update automatically.
These seed the Defaults & Rules page and element cards of every NEW Estimates takeoff/element. A takeoff already saved keeps its own values (still editable per project on its Defaults & Rules tab). The lap toggle pre-ticks every "Include lap allowance (%)" checkbox on newly added elements — you can still untick any of them per item.
