Configuration

Settings

Company profile, estimating defaults, code libraries and integrations.

Company Documents & Branding

Upload your logo, contract, completion certificate and invoice templates, and store your approved warranty wording. Job paperwork stays on each job file.

Open Company Documents & Branding

Company profile

Company name

License #

Primary contact

Phone

Default markup

Takeoff defaults

Roof waste factor

Siding waste factor

Decking waste factor

Preferred shingle

Code library

Default code edition when AHJ is unknown

Auto-flag Ice & Water Shield (R905.1.2)

Flag whenever the carrier estimate omits ice barrier in a required climate zone

Auto-flag Drip Edge (R905.2.8.5)

Eaves and rakes

Auto-flag Solid Decking (R905.2.1)

Trigger when spaced decking is detected in photos

Include permit & inspection fees in every audit

Ordinance & Law line

Integrations & AI

Aerial measurement provider

FloScope in-house engine v3 — active

Supplier ordering (ABC Supply)

Push material orders directly

Xactimate ESX parsing

Auto-parse on upload

AI scan sensitivity