Step 1
Quick Business Setup
- On first launch the app asks for a quick business setup.
- Add your business name and address.
- These details are reused in every estimate you prepare.
Step 2
App Navigation
- Navigate between the main screens of the app.
- Three main screens: Estimations, Products and Settings.
- Estimations lists the quotes you have prepared.
- Settings lets you update business and tax information.
Step 3
Estimation List
- See all the estimations you have prepared.
- Each item shows the estimation date and total price.
- Tap the search icon to find an estimation.
- Use the three-dot menu to edit an estimation.
Step 4
Estimation Detail
- Add or edit products within the estimate.
- TAX: configure GST, flat tax, or no tax.
- Other Charges: add delivery, loading and similar charges.
- Note & Total: add a note and see the final amount.
Step 5
Estimation Preview
- See a full preview of the estimation.
- Business name, address and date appear at the top.
- A table lists each line item, quantity and rate.
- Terms and conditions load from your settings.
Step 6
Send Estimation PDF
- Tap Share in the preview screen.
- Choose from three formats: PDF, CSV or Simple Text.
- Pick the app to share through and add contact details.
- Send the estimation PDF to your client.
Step 7
Product Master
- Build a product catalogue if you sell many products.
- Set the rate you usually use; edit it per estimate as needed.
- Store name, rate, unit and whether the product is taxable.
- Search and edit products easily.
Step 8
Settings
- Business Detail: set name and address, reused everywhere.
- Currency: set the default currency for estimations.
- Language: English, Hindi and Gujarati supported.
- TAX: default tax type and calculation method.