New estimate
Start with the customer and project details. You can review everything before pricing.
Saved projects
Result recorded
Review the saved calendar result and email delivery status.
Client database
Each client appears once. Open the client to see every appointment, result, estimate, measurement, note and saved document.
| Action |
|---|
Client record
History
Files
Unprocessed sales
Sales remain here until both PDF packets have been created.
Loading sales…
Sales performance
Your sales performance and completed app activity.
Loading statistics…
Expansion workspace
Plan production schedules, coordinate project teams and prepare client start-date messages from the same Complete Command client file.
Project Manager
Manage production assignments, tentative and confirmed start dates, progress, sales-rep notes and internal operations notes.
Operations Coordinator
Oversee the company project queue with management, review dates, prepare product-specific client texts and track follow-ups and delivery status.
Production
Only production information can be changed here. Sales, pricing and commissions remain protected.
Loading projects…
Next setup step
App preferences
Choose the email and navigation apps Complete Command opens for you. Owners and administrators can also manage company delivery settings and new-project defaults.
Optional appointment intake
Forward qualifying appointment emails into Complete Command. Calendar and manual appointment methods remain available.
Administrator workspace
Control user access, products, clients, Gmail connections and protected actions.
Accounts
Loading users…
Protected changes
No pending requests.
Measurements
Choose the roofing material and measurement method separately for every facet.
Enter one facet at a time. Saved facets collapse into the list below, just like Coating.
Each hip or valley adds 50 sq ft to the roof measurement.
Roof pricing
Enter quantities for the work being priced.
Main coating system
Choose the main product for this project. It will be selected for each new wall, and you can change it for any individual wall.
Measurements
Save one wall at a time. The selected coating system can be changed for any wall before it is saved.
Enter the full coating area.
Tap a wall to review or edit it.
Coating pricing
Enter quantities for the work being priced.
Measurements
Enter length and width in feet, then select Lattice, Solid or Louvered for each cover. Patio Covers are priced only in exact square feet.
Each cover is length × width with its own cover type.
Patio Cover pricing
Open a section and enter quantities for the work being priced.
Measurements
Give each area a name, choose its main product and enter the measurement. Add more products when one section includes more than one material or service.
Landscape pricing
Every product stays grouped under the section where it was measured.
HVAC pricing
Choose one main system, then add any additional system or installation extras needed for this project.
Use this only when the project needs another system in addition to the main catalog system.
Use repeatable custom lines for additional ducts, MISC items or any extra not listed above.
Window measurements
Enter every opening in inches. The app calculates united inches and selects the matching spreadsheet price.
These answers set each new window. Grid selection can be changed per window; Fire Glass applies to the entire job.
Window pricing
Rooms start closed. Open one to review or edit its windows.
Window pricing
Enter any additional job quantities. Your window measurements and per-window options are already included.
Client contact
Review the name and home address, then add the best contact information.
Estimate overview
Confirm the client, selected work, fees and pricing before continuing.
Sale details are saved with the project. Contract Workflow connection is not active yet.
Prepared estimate
Savings
Estimate is based on the measurements and selected options shown. Final scope is subject to contract terms.
Sale update
Attach the addendum, choose whether pricing changed, then confirm the email.
Process Sale
Confirm the production details, attach the scanned paperwork, then download both packets in the required order.