Getting started

Sign in

1. Go to getestimates.app and click “Start free” or “Sign in”.
2. Type your work email and click “Email me a sign-in link”. If your workspace offers it, you can use “Continue with Google” instead.
3. Open the email and click the link. It works once and expires in 24 hours.
4. Tick “I agree to the Beta Tester Agreement for myself and my company.” and click “Agree and continue”.

Your workspace is created the first time you sign in, with you as its owner.

Set up your company profile

Your company name is required before you send bid invites or proposals.

1. Open the menu under your avatar (top right) and choose “Company profile”.
2. Enter your “Company name”, and optionally a phone number and address. Click “Save company profile”.
3. Under “Proposal branding”, click “Upload logo” (PNG, JPEG or WebP, up to 2 MB) and pick an “Accent colour”, then “Save colour”.

Create your first project

1. On the “Projects” page, click “Create your first project” (or “New project” later on).
2. Give it a “Project name”, and optionally the client and address.
3. Choose the project's unit system: imperial, metric or mixed. Each sheet can still use its own units.
4. Click “Create project”, then drop a PDF plan set on the page. See the Plan sets guide.

Plans, billing and email settings

1. Free includes 1 active plan set and 3 Plan Chat questions a day. The avatar menu shows how many you have left.
2. Choose “Billing” (or “Upgrade”) in the avatar menu to see your plan, seats and upgrade options. Only the workspace owner can change billing.
3. Choose “Email settings” to turn the “Daily comments summary” email on or off.

Adding teammates to your workspace isn't self-serve yet. Email us and we'll set it up.