Overall Architecture

Leads

This is your homepage, where you add and manage project opportunities - e.g. "Acme" at "1 Main St.". A "Lead" is the term for a project opportunity.

👉 Click anywhere on a Lead in the table to open the Design page.

Design

🔍 Want to try for yourself? Click here to see interactive demo

This is where you:

• Draw the site layout on satellite imagery or an uploaded floorplan. See here for detailed guides
• Add additional costs (e.g. site survey fees)
• View data collected in the mobile app during site walks (e.g. survey responses, site photos)

👉 Click "View complete financials" to open the Financials view.

Financials

This is where you:

• Finalize quoting inputs (e.g. unit costs, markups, overhead, taxes, rebates)
• Categorize line items into buckets
• View total project cost, price, and margin
• Export a BOM as an .xlsx file

👉 Click "Back to Site Plan" then "Build proposal" to open the Document Builder

Document Builder

This is where you build a deliverable document (e.g. proposal). You can configure styling (e.g. accent color, logo), upload spec sheets or other PDF attachments, include site photos, and more.

👉 Click "Charger List" in the top navigation bar

🔒 Access to the Charger List and Price Book is limited to Admins and Owners =

Charger List

This is where you:

• Add EVSE makes & models with pricing and details
• Configure Charger Add-ons (e.g. warranties, pedestals, cable management)

👉 Click "Price Book" in the top navigation bar

Price Book

This is where you:

• Configure hourly Labor Rates to use for labor calculations (e.g. Apprentice, Journeyman)
• Add options with pricing for equipment, both electrical (e.g. panels, breakers, wire, conduit) and non-electrical (e.g. bollard, signage, concrete pad)
• Set up other organization defaults (e.g. quoting categories, conduit accessories, additional costs)

💡 The more configuration you do in the Price Book, the better you can standardize and speed up every project

📍The options you enter for EVSE, electrical panels, wire, conduit, etc will be the same options available to you during site design 📍