• 4
  Select a Room to Work In

  In the room list, click the Select button next to the room you want to add items to. The selected room is highlighted in green. All line items you add will go into this room until you select a different one.

• ★
  Using Hover Measurements to Price Exterior Work

  Skip this step if you did not import a Hover file. If you did, here is how to use the imported rooms and measurements panel efficiently.

  📐 How Hover Rooms Work

  Each Hover section becomes a room with its measurement pre-loaded as the room dimension. This means you can use the standard quantity formula shortcuts — FLR for area (sf) and L for length (lf) — and the correct quantity fills in automatically.

  Room created from Hover	Dimension stored	Use this formula	Gets you
  Roof — Field (1,436 sf)	L = 1,436 / W = 1	FLR	1,436 sf of roof field
  Ridges & Hips (56.58 lf)	L = 56.58 / W = 1	L	56.58 lf of ridge/hip
  Valleys (20.92 lf)	L = 20.92 / W = 1	L	20.92 lf of valley
  Gutters / Eaves (101.25 lf)	L = 101.25 / W = 1	L	101.25 lf of gutter run
  Siding — Net Field (966 sf)	L = 966 / W = 1	FLR	966 sf of net siding area
  Soffit (222 sf)	L = 222 / W = 1	FLR	222 sf of soffit area
  Fascia / Eaves (101.25 lf)	L = 101.25 / W = 1	L	101.25 lf of fascia board

  Waste Factor The Hover Measurements panel shows roof area at 0% and +10% waste. For most roofing line items, use the +10% waste figure rather than the base field area. To apply it: select the Roof Field room, add your shingle line item, then manually override the quantity with the waste figure shown in the panel (e.g., 1,580).

  Step-by-step workflow for a roof:

  • Click Select on the Roof — Field room.
  • Click 🧱 Add Item → search "shingle" → select your material (e.g., Laminated — comp. shingle, 30 yr.) → enter quantity FLR (or the +10% waste number from the panel) → Add to Room.
  • Add additional roof items in the same room: felt/underlayment, ice & water shield (use a plain number for linear feet of eaves), drip edge, starter strip.
  • Click Select on the Ridges & Hips room → add your ridge cap line item → quantity L.
  • Click Select on the Gutters / Eaves room → add gutter material and labor → quantity L.
  • Repeat for Valleys (valley flashing), Flashing, Rakes, Siding, Soffit, Fascia, Trim as applicable to the job.

  Hover Measurements Panel The panel stays visible below the room list while you work. Toggle it open or closed with the arrow button. It shows all sections — Roof, Siding, Roofline, and Trim — so you can cross-reference measurements without switching tools. Click Remove Measurements only after you have finished pricing all exterior sections.
• 5
  Add Section Headings (Optional but Recommended)

  Before adding line items, click 🏷 Heading to add a section heading such as Ceiling, Walls, or Floor. Headings organize the estimate visually and print as labeled section breaks in the PDF — making it much easier to read on a room-by-room basis.

  You can also add a heading above a specific existing line item using the 🏷 button on that item's row.

  Preset Headings Available Ceiling · Walls · Floor · Cabinets and Countertops · Doors and Windows · Prep · Electrical · or type any custom heading

  Rearrange headings and line items at any time. Nothing is locked in place once you add it:

  • Use ▲ and ▼ on any heading or line item to move it up or down within the room
  • Click ✎ on a heading to change its text
  • Click ✖ on a heading to delete it — you'll be asked to confirm, and the line items under it stay exactly where they are

  This means you don't have to plan the structure up front. Build the estimate first, then add headings and move items into sections afterward.

• 6
  Add Line Items

  Click 🧱 Add Item to open the pricing catalog. Find items two ways:

  Browse by Category

  Expand the category tree on the left (e.g. Drywall › Walls and Ceiling) and click an item to select it.

  Search

  Type a keyword in the search box — e.g. "drywall" or "paint" — to filter the full catalog instantly.

  Enter a quantity for the selected item. You can type a number or use room dimension shortcuts:

  Shortcut	What it calculates	Example
  FLR	Floor area — Length × Width (SF)	120 SF for a 12×10 room
  WLL	Total gross wall area — 2×(L+W)×H (SF)	WLL*0.9 to deduct openings
  3x8	Multiplication — any two numbers	24 SF of drywall
  200	Plain number entered directly	200 SF exact

  Click Add to Room. Repeat for each item needed in this section.

• 7
  Add Assemblies (Shortcut for Common Scopes)

  Assemblies are pre-built bundles of line items for common tasks. Click 📚 Add Assembly to browse and select one — all the items are added at once. Then edit individual quantities as needed for the specific job.

  Example: "Medium Demo" adds demo labor, debris removal, and equipment items in one click.

• 8
  Use AI Assist for Faster Scoping

  🤖 AI Assist

  Click 🤖 AI Assist with a room selected. Type — or dictate using talk-to-text — a description of the work needed. The AI reads the input, searches the line item database, and adds the matching items automatically.

  Example prompt: "Add medium demolition assembly, set demo labor to 3 days, add dumpster qty 2, add 1/2 inch drywall hung taped and floated ready for paint."

  Pro Tip AI Assist performs best when you reference line item names directly as they appear in the catalog. For example, say "1/2 inch drywall hung taped floated ready for paint" rather than just "patch the ceiling." We are actively training the models to understand context clues, but exact phrasing gets the best results today.
• 9
  Edit and Annotate Line Items

  Each line item row has these action buttons:

  Button	What it does
  ▲ ▼	Move this item up or down one position in the room
  🏷	Insert a section heading directly above this item
  ☰	Add or edit a note on this line item (prints with the estimate)
  ✎	Edit the quantity or formula
  📋	Copy this item so you can paste it into another room
  ✖	Delete this line item from the room

  Buttons Appear on Hover To keep the estimate list clean while you scroll, a row's action buttons stay hidden until you hover your mouse over that row. Hover over any button to see a tooltip naming what it does. On tablets and other touch screens the buttons are always visible.
• 10
  Move to the Next Room

  When you're done adding items to a room, click Select on the next room in the list and repeat steps 5–9. Work through every room in the property.

  Save Often Click 💾 Save whenever you finish a room. The estimate auto-saves after most actions, but a manual save is a good habit after completing each section.

• 11
  Preview the Estimate

  Click 🖨️ Print (HTML) to open a formatted view of the full estimate in a new browser tab. Scroll through every room and check that:

  • All rooms are present with correct dimensions
  • Line items and quantities look right
  • Section headings are in the right place
  • Notes appear where needed
  • Room subtotals and the grand total make sense

  If anything looks off, close the preview, make corrections, save, and preview again.

• 12
  Export the PDF

  Click 📄 PDF and choose the right report type for your audience:

  📋

  Final Draft

  Full estimate with all line items, quantities, per-item pricing, and totals.

  → Homeowner or insurance adjuster

  🔢

  Totals Report

  Scope of work with quantities and a grand total — no per-item pricing shown.

  → Internal review or budget summary

  📦

  Scope Report

  Full scope of work and quantities — no pricing at all.

  → Subcontractors bidding the job

  The PDF downloads directly to your Downloads folder.

Once the estimate is complete, use the Budget Sheet to set margin targets per trade category, assign subcontractors, and generate printed work orders — all pulled directly from the line items already in the estimate.

• 13
  Open the Budget Sheet

  With an estimate loaded, click 💰 Budget Sheet in the toolbar. The Budget Sheet opens as a full-screen overlay. It automatically reads all line items from the estimate, groups them by trade category (Painting, Drywall, Flooring, HVAC, etc.), and calculates the estimate total for each category.

  Auto-Populated from the Estimate You never enter category totals manually. Every dollar figure is pulled live from the estimate's line items. If you update the estimate later, just close and re-open the Budget Sheet to sync.
• 14
  Set the Global Budget Target

  At the top of the Budget Sheet is the Global Budget panel. Use the slider or type directly in the % field to set your overall target margin as a percentage of the total estimate.

  • The dollar amount updates live as you drag the slider.
  • The Over / Under / Balanced indicator in the top right shows whether your per-category allocations add up to the global target.
  • Click the 🔒 Lock target button to freeze the global percentage. Once locked, adjusting any individual category automatically rebalances the others to stay within the target — you can't accidentally overspend the budget.
• 15
  Adjust Per-Category Budget Allocations

  Below the global panel, each trade category appears as its own card showing the estimate total and your budget allocation. Adjust each category three ways:

  Control	How it works
  Slider	Drag left or right to set the % of that category's estimate to include in the budget
  % Input	Type a percentage directly; press Enter or click away to apply
  $ Input	Type a dollar amount directly; it auto-converts to % and redistributes the remaining balance

  Click the 🔒 button on any category card to lock that category's value so it doesn't move when you adjust others. Useful for fixed-price line items where the cost is already known.

  Proportional Redistribution When you adjust one unlocked category, all other unlocked categories automatically rebalance proportionally to stay within the global target — unless no other unlocked categories remain, in which case the global % updates instead.
• 16
  Set Up Work Orders

  Click Work Orders in the Budget Sheet header to see the full work order list, or click the + Work Order button on any category card to go directly to that trade's work order.

  📋 Inside Each Work Order

  Each trade category has its own work order form with the following fields:

  • Subcontractor / CompanyThe company or person assigned to this scope of work
  • Start Date / Due DateScheduled dates for the subcontractor
  • Notes / InstructionsSpecial access notes, material callouts, or job-specific instructions
  • Show Pricing ToggleCheck this box to include the budgeted contract amount on the printed work order; leave unchecked to keep pricing internal
  • Scope of WorkAll line items from the estimate for that trade category, automatically listed by room with quantity and unit. Add manual lines with + Add Line for any items not in the estimate (mobilization, equipment rental, etc.)

  EST vs. Manual Line Items Items pulled from the estimate show an EST badge. Items you add manually show a + badge. Both print identically on the work order — the badge is for your reference only.

  Click Save WO after filling in the work order. The assignment status on the Work Orders list will update from Pending to Assigned.

• 17
  Print the Budget Summary & Work Orders

  The Budget Sheet has three print options, all accessible from the header buttons:

  📊

  Print Budget

  One-page summary table — all categories with estimate total, budget %, budget $, and assigned subcontractor.

  → Internal job cost review

  📋

  Print WO (single)

  Prints the work order for the currently open trade category — scope of work, dates, and optional contract amount.

  → Hand off to one subcontractor

  🖨️

  Print All WOs

  Opens and prints every trade category's work order in sequence. Each opens in its own tab.

  → Full package for all subs at once

  Show Pricing Toggle Each work order has its own "Show Pricing" checkbox. When checked, the budgeted contract amount prints prominently at the top of the work order. When unchecked, the work order shows only the scope and dates — keeping your margins internal.
• 18
  Save & Return to the Estimate

  Click Save in the Budget Sheet header at any time to save all budget allocations and work order assignments. Your data is also saved automatically when you click ← Close. Everything is stored locally in your browser and restores the next time you open the Budget Sheet for this estimate.

  Browser Storage Budget and work order data is saved in your browser's local storage. Clearing browser data or switching browsers will reset it. The estimate line items (rooms, quantities, pricing) are always safely stored on the server.

• A
  Install the App via TestFlight

  The QPQ iOS app is distributed through Apple's TestFlight beta program. You do not need to go to the App Store.

  • Download the free TestFlight app from the App Store on your iPhone or iPad
  • Open the invitation email sent to your account email address and tap View in TestFlight
  • Tap Install — the QPQ app installs just like any other app
  • When prompted on your device, tap Trust to allow the app to run

  LiDAR Requirement Room scanning requires an iPhone 12 Pro, 13 Pro, 14 Pro, 15 Pro, 16 Pro, or any iPad Pro (2020 or later). All other iPhones and iPads can use the app fully — just without the LiDAR scan feature. Manual room entry works on every device.
• B
  Log In

  Use the same username and password as your QPQ web account. The login screen has two convenience features:

  • Show/Hide Password — tap the eye icon on the right side of the password field to toggle visibility
  • Remember Me — turn on this toggle to save your credentials securely in the iPhone Keychain. On your next launch, your username and password pre-fill automatically.
• C
  Home Screen Overview

  After login you land on the QPQ home screen. It has six items:

  • Estimates — opens your estimate list
  • New Estimate — creates a blank estimate and opens it immediately
  • MarginCall — opens the budget and margin tracking tool
  • Settings — profile, O&P defaults, and app theme
  • User Guide — opens this document in-app
  • Send Feedback — opens the feedback form in-app

  The Recent Estimates widget below the grid shows your three most recently updated estimates for quick access.

  Theme Switcher Tap the sun/moon icon in the top-right corner of the home screen to instantly switch between app color themes. Five themes are available: Classic, Modern, Daylight, Accessible (colorblind-friendly), and Midnight (OLED black).

The QPQ iOS app uses your iPhone's built-in LiDAR sensor (via Apple's RoomPlan framework) to measure rooms in seconds. Scanned dimensions feed directly into the estimate — no manual entry required.

• 1
  Start a Scan Session

  Open an estimate and tap the 📷 LiDAR button in the estimate toolbar, or tap Start Scan on the scan screen that appears. Point your iPhone at the room and move slowly — the app will show the room being mapped in real time.

  • Walk around the perimeter of the room, keeping the phone roughly 3–5 feet from each wall
  • Scan each wall at least twice — once high, once low — for best accuracy
  • Doors and windows are detected automatically and shown in the preview
• 2
  Review and Confirm the Scan

  When you tap Done Scanning, the app processes the scan and shows a confirmation screen with the detected dimensions in feet:

  • Length, Width, Height — shown individually with one-decimal precision
  • FLR, WLL, PRM — computed floor area, wall area, and perimeter automatically calculated
  • Wall count, door count, and window count detected by the scan

  Tap Use These Dimensions to apply them to the current room, or tap Scan Again if anything looks off.

  Always Verify Dimensions LiDAR is accurate to roughly ±0.5 ft in most rooms but can read short in large open spaces, rooms with lots of glass or mirrors, or low-light conditions. Always compare against your own tape measure on final estimates. You can manually edit any dimension after scanning directly in the room's dimension fields.
• 3
  Scan Multiple Rooms in One Session

  After confirming a scan, the app asks: "Room added — scan another room?"

  • Tap Scan Another Room to immediately start scanning the next room without leaving the scan flow
  • Repeat for every affected room on the job
  • Tap Done when finished — all scanned rooms are added to the estimate at once

  Disconnected Rooms Are Fine Rooms do not need to be adjacent or connected. Scan a bathroom on the second floor, then scan the kitchen below it — they are stored as separate rooms in the estimate with no stitching between them. This is the correct workflow for multi-room water damage or fire claims.
• 4
  Tips for Scan Accuracy

  • Scan in good lighting — LiDAR works in the dark but performs better with light
  • Avoid standing in doorways — walk fully into each room
  • Avoid scanning rooms with large mirrors or floor-to-ceiling glass — they confuse depth readings
  • Do not rush — a 30-second scan is more accurate than a 10-second scan
  • For large rooms (conference rooms, great rooms over 600 SF), manually verify and correct the long wall dimension — LiDAR range is ~16 ft
  • Name each room immediately after scanning while you can still see it

The iOS estimate builder follows the same workflow as the web app — rooms, line items, calculate, PDF — optimized for a phone screen.

• 5
  Create or Open an Estimate

  From the home screen, tap New Estimate to create a blank estimate and name it, or tap Estimates to open an existing one. The estimate list shows room count and last-updated time for each estimate.

  Admin View If your account has company admin access, the estimate list groups estimates by estimator — all of Estimator 1's estimates, then Estimator 2's, etc. — so you can review the full team's work from one screen.
• 6
  Add Line Items — Three Ways

  Tap the ➕ Add Items button in the estimate toolbar to open the item picker. It has three tabs at the top — use whichever fits the situation:

  Tab 1 — Browse

  🗂 Category Tree

  • 1
    Tap a category (Floors, Painting, Drywall, etc.)
  • 2
    Browse subcategories and their items, grouped and sorted
  • 3
    Tap any item to add it to the current room instantly — the sheet stays open so you can keep adding
  • 4
    Tap All Categories to go back up the tree

  Each item shows material rate, labor rate, unit, and total rate per unit. Quantities default automatically — SF items default to FLR or WLL, LF items to PRM.

  Tab 2 — Search

  🔍 Global Search

  • 1
    Type any part of an item name, category, subcategory, or item code
  • 2
    Results update live as you type — all 6,800+ items are searchable
  • 3
    Tap any result to add it. Continue searching without closing the sheet.

  Fastest option when you know what you're looking for. Try searching a trade name ("carpet"), a unit type ("LF"), or an Xactimate-style code.

  Tap Done when finished adding items.

• 6A
  Add Items Using Assemblies

  The Assemblies tab (Tab 3) contains pre-built bundles of line items for common scopes of work. Instead of adding items one by one, an assembly adds the entire set at once.

  • Tap ➕ Add Items and select the Assemblies tab
  • Browse the 15 available assemblies — Paint Walls, Remove & Replace Carpet, Bathroom Remodel Tile, Demolition (Light/Medium/Heavy/Extra Heavy), and more
  • Tap the chevron ▾ on any assembly to expand it and preview every line item it contains before adding
  • Tap Add All to add all items in the assembly to the current room at once

  Assemblies are a Starting Point After adding an assembly, review and adjust quantities for the specific room. Assembly quantities use standard formulas (FLR, WLL, PRM) which auto-calculate from the room's dimensions — but some items may need manual overrides.
• 6B
  Edit, Copy, and Delete Line Items

  Long-press any line item to open the action menu:

  • Edit — opens an editor where you can change the quantity formula and add or update a note for that item
  • Copy Item — copies the item (including its quantity and note) to a clipboard
  • Paste to Room… — pastes the copied item into any room in the estimate. A list of all rooms appears to pick from. (Only visible when something is copied.)
  • Add Header — inserts a section divider directly below this item (see Step 6C)
  • Delete — removes the item with a confirmation prompt before deleting

  You can also tap the quantity badge directly in the list to edit it inline without opening the full editor.

  Copy + Paste Across Rooms Copied items can be pasted into any room — not just the current one. This is useful for jobs where the same scope repeats in multiple rooms: copy the items from Room 1, switch to Room 2, paste. A Paste: [item name] button also appears at the top of the line items list whenever your clipboard has a copied item.
• 6C
  Add Section Headers

  Section headers are text dividers that organize the line items in a room and appear in the exported PDF — useful for separating labor from materials, grouping by trade, or matching an adjuster's format.

  • Tap the Header button in the toolbar, type the header text, and tap Add — it inserts at the bottom of the current room's list
  • Or long-press any line item and tap Add Header to insert a header directly below the item you long-pressed
  • Headers appear as uppercase blue divider rows in the estimate list
  • To rearrange or rename a header after you create it, long-press the header itself — you can move it up, move it down, or edit its text
  • To delete a header, tap the ✕ on the right side of the header row

  Headers Print in the PDF Section headers carry through to all three PDF report types (Final Draft, Totals, Scope of Work). Organize your headers to match the format your adjuster or client expects before generating the PDF.
• 6D
  Add Notes to Line Items

  Every line item can carry a short note — visible in the estimate list and printed in the PDF. Use notes for clarifications, material specs, subcontractor instructions, or adjuster-facing comments.

  • Long-press the line item and tap Edit
  • Type your note in the Note (optional) field at the bottom of the editor
  • Tap Save — the note appears in italic gray text under the item name in the list

  Examples: "Match existing oak stain" · "Per adjuster email 6/1" · "Subcontractor quote $480" · "Second coat required — water stain bleed-through"

• 7
  Use AI Assist

  Tap ✨ AI Assist and describe the work in plain English — for example, "paint walls and ceiling, replace baseboards, patch drywall". The AI returns a suggested list of line items and quantities based on the room's dimensions. Review and tap Done to add them all at once.

  Quick-prompt buttons appear below the text box for the most common room types — tap one to pre-fill the prompt.

• 8
  Calculate and Export PDF

  Tap Calculate at the bottom of the estimate to run the server-side calculation. The app shows Subtotal, Tax, O&P, and RCV. Use the Overhead and Profit sliders to adjust percentages before calculating.

  Tap PDF to open the PDF preview. Choose Final Draft, Totals Only, or Scope of Work — the same three report types as the web app. Tap the share icon to send via email, AirDrop, or save to Files.

  First PDF on a Cold Server If the server has been idle, the first PDF request may take 20–30 seconds. This is normal on the current hosting plan. Subsequent PDFs are fast.
• 9
  Merge Estimates

  To combine two estimates — for example, a two-story water loss where you started the 1st floor and 2nd floor as separate jobs:

  • In the estimate list, tap the ⊕ Merge button in the toolbar to enter merge mode
  • Tap the estimate to merge from (source) — it highlights in green
  • Tap the estimate to merge into (destination) — a confirmation appears
  • Confirm — all rooms and line items from the source are added to the destination

  The source estimate's customer info is preserved as a note in the destination estimate so no data is lost. You can delete that note later if not needed.

• 10
  MarginCall — Budget Tool

  Tap MarginCall on the home screen to open the budget tool. Select an estimate from the list — the app loads a full category breakdown pulled live from the estimate's line items, identical to the Budget Sheet in the web app.

  • Each trade category (Painting, Drywall, Flooring, etc.) shows its estimated total
  • Line items within each category are listed with quantity, unit, rate, and total
  • The grand total RCV appears at the top of the screen

  Full Budget Controls Coming Soon Per-category margin sliders, subcontractor assignment, and work order generation are available on the web app today and will be added to the iOS MarginCall view in an upcoming update.
• 11
  Settings — Profile, O&P Defaults, and Themes

  Tap Settings on the home screen to manage your account on the device.

  • Company Profile — company name, contact name, phone, email, and address. These appear on generated PDFs.
  • Default O&P — set your standard overhead and profit percentages. New estimates will use these values automatically.
  • App Theme — choose from five color schemes. Each is previewed with its actual colors before you tap it. Your selection is remembered across launches.
  • Usage — shows your current tier, billing period, and how many AI calls, zip code estimates, and scan imports you have used vs. your plan limit.

Every line item quantity field accepts a number, a formula, or any of the shortcuts below. Shortcuts are resolved automatically using the room's saved dimensions (Length, Width, Height). You can combine them with arithmetic — e.g. WLL*0.9, FLR*1.1, L*H*2. The × and x characters are treated as multiplication (same as *).