Owner’s Manual

Getting started

Sign up and verify

1. Go to createquote.app and sign up. The Free plan needs no card.
2. Open the email we send you and click the link to confirm your address. Every tool, even the free calculators, needs a verified email.
3. Open Profile and fill in Set Up Your Shop (next sections explain each field).

The plans

All prices come straight from the plan list that checkout uses, so this page always matches what you are charged. Prices are in US dollars.

• Quotes. A CreateQuote quote is bought one at a time, at the price in the Quotes column. A credit is used only when a quote is finished. If CreateQuote can’t finish it, you aren’t charged.
• Trial. Shop and Ops start with a 10-day free trial. A card is required to start it, and it isn’t charged during the trial. The trial is for the tools; quotes can be bought during it at your plan’s price.
• Welcome quotes. Once you are paying, members get free welcome quotes: right away on a yearly plan, after the second paid month on a monthly plan. One welcome set per shop.

Billing, credits and cancelling are covered in Billing.

Your first quote

1. Tap New Quote.
2. Describe the job the way the customer told it to you: sizes, material, finish, install, site conditions, how many people you will put on it. Add photos or a drawing if you have them.
3. Answer the questions the CQ engine asks. “Not sure” is fine; it writes down what it assumed.
4. Read the result, change anything you want right on the quote, then download the PDF.

The details are in How a quote works.

Set up your shop with any chatbot

The quickest way to teach CreateQuote how your shop works is to let a chatbot interview you. Use whichever one you already have: ChatGPT, Claude, Grok, Gemini or any other. You talk, it writes the answers up, and you paste them into your shop profile.

Why it matters

The CQ engine reads your shop profile on every quote. It plans the job around the machines you really have, the work you send out, and the way you like to build. The more specific your answers, the more the quote looks like your shop wrote it.

Step by step

1. Open your chatbot and start a new chat.
2. Copy the interview prompt below and paste it in.
3. Answer like you are talking to a new estimator. Use machine names, sizes and capacities. Say what you send out and what you do in-house. Say how you like to work.
4. When it finishes, it writes three short sections. Read them. Fix anything wrong by telling the chatbot.
5. In CreateQuote, open Profile, find Shop Equipment, and paste each section into its box: Welding & Cutting, Forming & Fabrication, Finishing.
6. Also fill in the other profile fields the chatbot gives you: rates, markup, workday, phone, email and address.

The interview prompt

Interview me about my metal fabrication shop, one question at a time. Wait for my answer before you ask the next one. Keep each question short and plain. If I say "not sure", move on.

Cover these, in this order:
1. Welding: every process I run (MIG, flux core, TIG, stick, spool gun), the machines (brand and model), the wire or rod I use, and the shielding gas for each process and each metal.
2. Cutting: saws (cold saw, band saw, chop saw), plasma (hand or table, and its cutting capacity), torch, laser or waterjet if I have them, and shear or punch.
3. Forming and bending: press brake (tonnage and bed length), tube or pipe bender, slip roll, ironworker, English wheel, and what I send out for bending.
4. Shop floor: welding tables and fixturing, lifting and handling, how big a piece I can build and move, and shop size.
5. Finishing: what I do in-house (grind, sand-blast, prime, paint, clear coat, powder coat) and what I send out. Who I send it to and how long it takes.
6. Crew: how many people, who does what, and my usual crew size for shop work and for install.
7. Install: truck, lift, crane, boom, scaffolding, and the kinds of sites I work on.
8. Rates: my shop rate and my on-site rate per hour, my usual markup, and how long my workday is.
9. Suppliers: where I buy steel, hardware and consumables, and how I like to buy (full sticks or cut to length).
10. How I like to work: my preferences, what I always do, what I never do, and the kinds of jobs I want more of or less of.

When we are done, write my answers up as three short, plain sections that I can paste into my quoting software. Use the machine names and sizes I gave you. Do not add anything I did not say.
- Welding & Cutting
- Forming & Fabrication
- Finishing

Then add a short list at the end called "Shop details" with: shop rate per hour, on-site rate per hour, markup percent, workday hours, shop phone, shop email, shop address, usual crew size.

Tips

• Do it once, then update it when you buy a new machine or change how you work. You can edit Shop Equipment any time.
• Be honest about what you outsource. The CQ engine prices that work as outsourced instead of putting hours on your crew.
• Gas has its own page: set what you pay under Your Prices.

How a quote works

1. Describe the job

Tap New Quote. The screen asks “What are you quoting?” Pick a customer if you want to, type the job in plain words, and add what you have:

• + Add Photos. JPG, PNG, WebP or HEIC, up to 10 MB each.
• + Add Files. PDF drawing sets, DXF files and STEP files (.step or .stp), up to 25 MB each. A STEP file shows its views and a parts table.
• Upload Bid. A separate tab for a bid document in PDF (up to 50 MB). CreateQuote reads the scope and turns it into quote items.
• Job type buttons. Pick one, or leave it and let the CQ engine work it out. Custom fabrication covers anything not listed.

Press Start Quote. Put everything you know in the first description: sizes, material, finish, install, site conditions, and how many people you will put on it.

2. Answer the questions

The CQ engine asks the follow-up questions a senior fabricator would ask: dimensions, material, weld process and gas, finish, install, access and crew. A progress bar shows how far along you are. Choice questions have an Other button. Anything you wrote in your description is already filled in and shows as a field you can edit. Press Next with blanks and it tells you which are open; press Next again to skip any that don’t apply to this job.

3. Read the result

The result screen is the whole job, top to bottom:

• Customer Information. Name, phone, email and address. Press Save Customer Info.
• Check before sending. Estimator notes: anything the CQ engine wants you to look at before the quote goes out.
• Job Description, Photos & Drawing Previews, Attached Files. What you sent in.
• Materials. Each profile with the stock to buy. You can change the quantity of pieces or sheets right on the line. Review material billing lets you bill on the stock you buy or on the material consumed.
• Hardware & Parts and Consumables. Quantity and percent of use are editable on each line. Consumables are wire, gas, discs and similar.
• Shop Tool Suggestions. Advice for you. Tick Include on a tool to put it in the shop quote, and set its quantity and unit.
• Cut List, Bend Specifications and Build Sequence. Every piece with its length and angles, the bends, and the order to build it.
• Labor. One line per step: layout, cutting, fit and tack, welding, grinding, finish prep, clear coat, paint, hardware install, site install and final inspection. Edit Hours and Rate on any line. The Shop Rate box changes shop work; field install keeps its own rate.
• Finishing. Raw, painted, powder coat or whatever the job calls for, with its area and cost. Finishing is on every quote.
• Totals. Materials, Hardware, Rentals, Consumables, Shop Stock, Included Shop Tools, Labor, Finishing and Subtotal. Equipment rentals appear in the totals.
• Markup. Buttons for 0, 5, 10, 15, 20, 25 and 30 percent. The grand total shows as an estimated range.
• Quote Terms. Choose the deposit: 50 percent of labor plus 100 percent of materials, or 50 percent of the whole job. Choose the rental deposit: 100 or 50 percent of the rental fees.
• Assumptions and Exclusions. What the quote counted on, and what it leaves out.

When the job has a crew, the shop copy shows hours as total person-hours, split across your crew, with a working-days count based on your workday setting.

4. Download and share

• Shop PDF. The full breakdown for you: hours for each step, materials, cut list, build sequence, assumptions.
• Client PDF. A clean proposal for your customer, with your logo and shop details and a written scope. It leaves out your internal math.
• Materials PDF and Materials CSV. The material and cut list for ordering.
• Copy Summary (or Share Summary on a phone) sends a text summary through your own messages or email.

Free and trial accounts rate a quote with 1 to 5 stars before downloading it. Paid shops see the rating card when Shop Learning is turned on in Profile. A rating never changes the quote.

5. Accept, then send to Ops

Press Accept quote to lock its pricing. If your shop is connected to CreateQuote Ops, press Send to Ops and the accepted quote becomes a job there (see CreateQuote Ops). Quote history is under the Quotes tab, where you can search by quote number or job description and re-download a PDF.

Changing a quote

• Inline edits. Change material quantities, hardware and consumable quantities, labor hours and rates, the shop rate, markup, deposit terms and shop-tool choices right on the result. Totals update as you go.
• Reprice. Change the material billing choice and reprice the quote on the stock you buy or the material consumed.
• Revise as New Quote. Opens the original description for you to change, then starts a new quote. The original stays untouched. The CQ engine keeps the parts and answers that did not change. Photos and files carry over; customer details do not. Not available on an accepted quote or one with unsaved edits.
• Advanced Rerun In development Rerun the quote with your changes. The button is on the result screen and shows a message while it is being built.

An accepted quote is locked. To change it, start a revision as a new quote.

3D drawing, CAD file and fixture maps

These tools are in private testing and are open to approved accounts only. On other accounts the buttons show a message that they are in private testing.

• 3D Drawing. A 3D view of the quote’s build, made from the CQ engine’s plan, with GLB and STEP downloads and Re-render 3D.
• CAD File. A STEP file of the build for your CAD or CAM software In development
• Fixture Table Map. Where each piece sits on your fixture table so you can set up the build. Maps are saved under Saved Fixture Maps and print as sheets.

Job Calculators

Fifteen shop-math tools at /calculators. They do plain arithmetic on the numbers you enter, in inches, and show their inputs with the result. They are shop math, not engineering. Every one needs a signed-in account with a verified email.

Seven are in the Free plan. The other eight come with Shop and Ops (and show an unlock message otherwise). When a calculator finishes, you can open an editable New Quote from the result, or save the result to a customer or job folder.

• Steel weight & section sizes (Free). Section sizes and weight of the steel pieces you need.
• Gauge & plate (Free). Thickness and weight of a sheet or plate from a gauge number or a measured thickness.
• Feet-inch-fraction & triangle (Free). Adds, subtracts, multiplies and divides feet-inch-fraction lengths, and solves a right triangle.
• Concrete (Free). Concrete for round post holes and how many bags to buy.
• Stairs (Free). Equal risers and treads from the floor-to-floor rise.
• Railing (Free). Equal post bays and equal picket openings for one or more railing runs.
• Gate quick (Free). The tail on a cantilever gate, or the leaf size, brace length and picket count on a swing gate.
• Bent tube (Shop). Flat cut length of a bent tube, from its straight legs and bends or from a span with an offset jog.
• Brake blank (Shop). Flat blank size for a brake-formed part with a base and up to four flanges.
• Arch-top gate (Shop). Arch radius and every picket length and top cut angle for an arch-top or smile-top gate. Downloads a true-scale PDF.
• Pipe & tube cope / notch (Shop). The cope or notch to cut on a branch so it lands tight on a header: round pipe or tube, or square/rectangular tube, onto a round header or the flat face of a tube, at any angle from 15 to 90 degrees with a sideways offset. Pick a pipe size to fill the real outside diameter and wall. Downloads a full-size wrap to cut out, tape around the branch and trace, with a marks table for laying it out by hand.
• Stick nesting (Shop). How many sticks of stock to buy and how to cut them, for each profile on your cut list. Downloads a PDF.
• Weld & braze (Shop). Wire, rod, filler, gas and time for carbon steel, stainless, aluminum, nickel alloy, titanium, copper, silicon bronze MIG brazing and torch brazing.
• Coating area (Shop). Surface area to coat, and paint gallons or powder pounds, for a list of steel pieces.
• Bolt pattern (Shop). Hole center coordinates for a bolt circle or a rectangular base plate pattern. Downloads a true-scale PDF.

Inches or metric. The Inches / Metric switch at the top of the Job Calculators page shows every calculator in millimeters, kilograms, liters and square meters. Your choice is remembered on that device. US-only items keep their US name with the metric size beside them, such as an 80 lb (36.3 kg) concrete bag, a gauge number or a W8x31 beam.

True-scale PDFs print at 100 percent on Letter or A4 paper. Check the calibration square after you print: 1 in, or 25 mm in metric. Large layouts tile across several pages (200-page limit).

Customers, job folders and proposals

Customers and job folders come with Shop and Ops. Find them in the app under Customers & jobs.

Customers and jobs

• Customer folder. Name, company, email, phone, address and notes. Search by name, company, email or phone. CreateQuote warns you when a new customer looks like one you already have.
• Job folder. Each customer has jobs. A job holds the description, site address, notes, site photos, saved calculator results, your CreateQuote quotes and your manual quotes.
• Start a quote from a job to open a New Quote with the job already filled in. You press Start Quote yourself.
• Text a ready-made message (for example “On my way”) opens your phone’s texting app with the words typed in. You send it.

Lead to won or lost

Each job moves through Lead, Quoted, Won or Lost. Use Mark quoted, Mark won, Mark lost and Reopen as quoted.

Follow-ups and win rate

• Set a follow-up date when you mark a job quoted, or any time with Set follow-up.
• Needs you today lists follow-ups that are late, due today and due this week.
• The win rate is jobs won out of jobs decided (won plus lost). It shows BLANK until you have decided one.

Manual quotes (proposals you price yourself)

Choose New manual quote on a job, add your own lines (description, quantity, unit and price), set the deposit and terms, and press Save proposal & PDF. You get a branded proposal PDF with your logo. Manual quotes are priced by you, not by the CQ engine, and are never charged as a CreateQuote quote.

Your quote request page

In Profile, turn on Accept quote requests, choose a page address, and press Save request page. Your page lives at createquote.app/r/your-address. Put the link on your website or social pages. A customer fills in their name and contact, describes the job and adds up to 4 photos (JPG, PNG or WebP, 5 MB each). Each request lands in your customers and jobs as a new lead with its photos. Turn the page off any time.

Importing and exporting

• Import customers (CSV). Bring a customer list from QuickBooks, Google Contacts, Jobber or a spreadsheet. CreateQuote reads the Name, Company, Email, Phone, Address and Notes columns, skips customers you already have, and shows you what will be added before anything is saved.
• Export customers for QuickBooks. Makes a customer file in QuickBooks Online’s import layout. QuickBooks never updates a customer it already has, so after the first import export only customers added since then.
• Your data. Export your customers and jobs as CSV any time.

Live QuickBooks sync and texting inside CreateQuote (with customer replies saved to their folder) are In development

Shop Teams

Add the people who work with you. They sign in with their own login and see your shop’s quotes, customers and jobs, according to what you let them do. Open Profile, then Team.

Invite someone

1. Press Invite someone.
2. Enter their email, pick a role and a seat, and press Send invitation. The invitation is good for 7 days.
3. They open the link, make their own login (or sign in), verify their email and press Accept invitation. A person belongs to one shop.

Have a new person sign up through your invitation before they run any quotes of their own, so their account lands in your shop.

Roles and seats

• Owner. Everything, including billing. Only the owner sees billing.
• Office. Office seat. Quotes, prices, customers and jobs, proposals, the request page, calculators, the Ops office, the schedule, the time clock and job photos.
• Foreman. Like crew, plus the schedule.
• Crew. Crew seat. Calculators, job photos and the time clock. A crew seat is the ceiling: crew logins never see prices, however you set the switches.

The owner can switch individual permissions on or off for each person, within what their seat allows: create and revise quotes, buy quotes, see prices and totals, customers and job folders, proposals, shop request page, Job Calculators, Ops office, view schedule, time clock, job photos and manage team. Manage team can be given to someone else; billing stays with the owner.

Crew only see the jobs you assign them to. The crew home page shows their job photos and time clock.

Seats and price

Ops includes 3 office users. You can add office users and crew logins: $9.99/month per extra office user (up to 8, then $8.99), and $4.99/month per crew login. Add or remove seats in the Team screen. Removing a member frees the seat right away.

Your shop profile and Your Prices

Set Up Your Shop (Profile)

What you enter here prints on your quotes and PDFs. Change it any time.

• Shop Name, Shop Phone, Shop Email, Shop Address. Printed on every PDF.
• Shop Logo. Upload a JPG, PNG or WebP. It appears on your PDFs.
• In-Shop Rate ($/hr) and On-Site Rate ($/hr). Used for shop labor and install labor.
• Default Markup (%). Choose from 0 to 30 percent. You can change it on each quote.
• Your Workday. 8, 10 or 12 hours, or no set length. Used for the working-days count on your shop copy of a quote.
• Quote Numbers. Quote Tag (shop initials, custom, or none), Custom Tag, and Next Quote #.
• Shop Tools. Turn on suggestions of shop tools during quoting. They are advice for you, and their costs stay out of the totals unless you include them in the shop quote.
• Sales Tax. Only if you charge it: check whether you charge it on materials, labor, or other items (rentals, outsourced work, markup).
• Shop Learning. Show the 1 to 5 star rating on your quotes so you can tell CreateQuote how a quote did.
• Shop Equipment. Three boxes: Welding & Cutting, Forming & Fabrication, Finishing. See Set up your shop with any chatbot.

Your Prices (gas)

Optional. Enter what you pay per exchange or refill for each gas you run, and new quotes use your price for that gas. Gases you leave blank run on CreateQuote’s general pricing. The CQ engine picks how much gas a job uses from the process, gas, metal and setup.

CreateQuote Ops

CreateQuote prices the job before it is won. Ops runs it after: who is doing the work, when, what actually happened, what to bill and what is still owed. Ops is the top plan and includes everything in Shop. It opens from the Quote / Ops switch at the top of the screen, with the same login. Ops runs in your browser on a computer, tablet or phone.

Ops is useful on its own. You can enter customers, jobs, budgets, schedules, documents and payments by hand, with no quote behind them.

Where things are

On a computer the menu is on the left: Calendar, Active Jobs, Messages, Customers, Documents, Catalog, Time Clock and Settings, with a Clock In button at the bottom and a bell for notifications. On a phone a bar at the bottom holds Calendar, Jobs, the round Clock In button in the middle, Messages and Settings. The menu button at the top opens everything else, including the Quote / Ops switch. Documents shows for Owners and Estimators only.

Jobs

Active Jobs shows every job. Open one for its tabs: Dashboard (customer, jobsite address with an Open in Google Maps button, the weather, who is assigned, and Active / Inactive), Budget, Documents and Time.

• Jobs from CreateQuote show a Lead, Quoted or Lost tag on Active Jobs. Won jobs have no tag.
• A job sent from an accepted quote shows a Fabrication card with the quote number, the accepted revision and Open accepted fabrication.
• Crew see the Budget tab without prices. The Documents tab is for Owners and Estimators only.

Calendar and crews

• Week view (drag entries between days and people) and Month view, with a crew filter. Each entry is a job, a person, a day and hours, with Where: Job site or Shop. Job-site entries ask for Hours on site; shop entries ask for Hours in the shop.
• Install days that came from a quote say “From the quote, includes travel”, and the day’s route takes the travel out.
• Assign people to a job from the job page. Team Members can see the calendar but not change it.
• Your workday (Settings, Company): Crew leaves the shop at, Your workday (8, 10 or 12 hours, Other, or No set length) and Work days. The day plan tells you when a day fits, is close, or runs over. Quotes sent from CreateQuote book days using your workday and work days.

Routes and Best order

• Each person’s day has a route. Use Today’s route on today’s column, or open any entry and choose This day’s route.
• You get Google Maps and Apple Maps links for the day, starting and ending at your shop address.
• Best order puts the stops in the order with the least driving; stops with a start time stay where they are. Time this order times the order you set. Show map shows the stops. Save order keeps it.
• The day plan shows when to leave the shop, when you’re back, the day’s length, driving, on site, waiting and miles.
• Shop entries are never route stops. Drive times are without traffic. You need a shop address in Settings, Company.

Time clock

• Clock In at the bottom of the menu on a computer, or the round button in the middle of the bottom bar on a phone. Clocking in asks for the job and the labor line from its budget.
• While clocked in you can Log a break (minutes). Clocking out can ask “What did you get done?” when Require a job update message before clocking out is on in Settings, Company.
• The Time Clock page is the time log. Add manual time entry, Export and Approve are for Foremen, Estimators and Owners. Approve selected is for Owners only. Team Members see only their own time.
• Export a payroll spreadsheet (XLSX) for the dates you choose. Every date and time uses your shop’s time zone.

Budgets

On a job, the Budget tab holds groups of Labor, Material and Other lines, each with quantity, cost and markup. Use Add from catalog to pull in reusable items and vendors from the Catalog. Switch between an Internal view and a Client view. Only Owners and Estimators see pricing.

Messages and job photos

One message thread per job for office, shop and field, with up to 5 photos per message (JPEG, PNG, WebP, HEIC or HEIF, up to 10 MB each) and @-mentions. Each message goes to Everyone, Foreman & above, Estimator & above or Owner only. Photos are kept on private storage.

Documents and money

Owners and Estimators only.

• On a job, Documents, then Create document. Types: Quote, Invoice, Deposit Invoice, Progress Invoice and Change Order. Use Save document, PDF and Send.
• Send opens a box where you pick recipients, a subject and a message; Send with PDF emails it. Sending locks the saved amounts.
• Record payment shows on invoices that still have a balance. The Outstanding column is worked out from your recorded payments. You can also set the status by hand: Draft, Sent, Accepted, Paid or Void.
• The Documents page filters by draft, sent, accepted, paid or void.

Customers and the catalog

The Customers list has a detail page for each customer. Search finds the people as well as the company name. Import a .csv or .xlsx file up to 5 MB: columns are matched for you (a QuickBooks customer export works) and you can adjust them before importing. Blank rows and duplicates are skipped and counted. The Catalog holds your reusable items and vendors; its prices and edits are for Owners and Estimators.

Roles

• Owner. Everything, including Settings, company and users, the CreateQuote connection and Approve selected.
• Estimator. Documents and pricing, customers and jobs.
• Foreman. Customers and jobs, the calendar, and crew time (manual entries, approve, export).
• Team Member. The crew role: their own time, the calendar, jobs and messages, and the customer list to read. No prices or documents, and no changes to customers, jobs or the calendar.

Roles are enforced on the server, not just hidden in the menu. Every read and write is scoped to your company.

The CreateQuote and Ops link

1. Connect once (Owners). In Ops, open Settings, Company. Save your business name and address first. In the Connect CreateQuote box, tick that this Ops company and the CreateQuote business are the same business at the same address, then Create single-use code and Copy code; the code shows when it expires. In CreateQuote, open Profile, Ops Connection, enter the code and confirm it is the same business and address. To undo it, open Replace or revoke a connection in Ops and choose Revoke Ops connection; existing jobs stay.
2. Send a won job. Accept the quote, then press Send to Ops. If Ops didn’t confirm, Send again is safe and never creates a duplicate. When it arrives the button becomes Open in Ops. The job arrives with its budget from the quote and pencilled-in calendar days on the owner’s row: shop work first, then install days, starting the next work day and following your workday and work days. Drag them to the right people. A quote with no labor hours pencils in no days.
3. Run it in Ops. From a won job in your customer folders, Run it in Ops takes you to the connection settings.
4. Quote a job that started in Ops. A card on an Ops job page lets you quote it in CreateQuote.
5. Same customers and jobs. Customers (company, contact, email, phone, address) and jobs (title, address, stage, archived) are kept the same in CreateQuote and Ops, about once a minute. Leads and quotes show in Ops with their tag; archived ones are hidden from Ops lists. The Connect CreateQuote box shows when it last synced. Time, documents and payments are not shared yet.

Set the sales-tax choices (materials, labor, other) in your CreateQuote Profile. In Ops, open Settings, Company, tick Charge sales tax and enter the Tax rate (%).

Coming

In development Hours and invoices coming back from Ops into the quote, an estimated-versus-actual view, a QuickBooks invoice export, and texting inside CreateQuote.

Billing

• Plans. Free, Shop and Ops, monthly or yearly. See the table in Getting started. Yearly plans save 2 months free.
• Founding shop price. Founding shop price: Shop $9.99/month (regular $14.99/month); Ops $39.99/month (regular $59/month). The price is locked for 12 months.
• Trial. The free trial lasts 10 days and needs a card. We don’t charge the card during the trial. We email you 3 days before it ends, with the date, the price and a cancel link.
• Quotes. Buy CreateQuote quotes when you need them through secure checkout (Stripe), on your phone or computer. A credit is used when a quote is finished. Bought quotes are good for 6 months from purchase and aren’t refundable. Free welcome quotes are good for 30 days after they unlock. We email you before credits expire, and the expiry date is always shown in your plan screen.
• Welcome quotes. Not during the trial. They unlock after your first paid yearly invoice or your second paid monthly invoice, once per shop.
• Cancel. Profile → Plan → Cancel, two taps. Cancel during the trial and you pay nothing. Cancel later and you keep access to the end of the period you paid for.
• Refunds. Yearly and monthly plans are not refundable once charged. Cancel during the trial and you pay nothing. Bought quotes are not refundable.
• Your data. Your customers, jobs and quotes stay yours. Export them any time (CSV and PDFs), even after you cancel.

Questions and fixes

The CQ engine asked something I already said.

Put sizes, material, finish, install and crew in the first description. Facts you gave are filled in and can be edited. If a question still doesn’t fit, answer it in your own words or press Next twice to skip.

A number on the quote looks wrong.

Change it right on the quote: hours, rates, quantities, shop rate, markup. Nothing is final until you accept it. Rate the quote with the stars and say what was off so CreateQuote learns how your shop quotes.

I changed the job. Do I start over?

No. Use Revise as New Quote. The CQ engine keeps what didn’t change.

Where did my quote go?

Open the Quotes tab and search by quote number or job description.

The PDF has the wrong shop name or no logo.

Open Profile, Set Up Your Shop, fix the name, phone, email and address, and upload your logo. New downloads use it.

A calculator says to sign in or unlock.

Every calculator needs a signed-in account with a verified email. Eight of the fifteen come with Shop and Ops.

The 3D, CAD or fixture buttons say private testing.

They are open to approved accounts only. See 3D drawing, CAD file and fixture maps.

Send to Ops says my shop isn’t connected.

Connect once in Profile, Ops Connection, with a code from Ops (Settings, Company, Connect CreateQuote).

Something else.

Email info@CreateQuote.app with the quote number, the job description, what looked wrong and what you expected. The FAQ has more.