Getting Started

Navigating a project

How the project tabs work — Overview, 3D Model, Estimation, Cut Sheet, BOM, and more.

Start the interactive walkthrough

Every project opens to a tabbed workspace. The tabs are not a forced wizard — you can jump between them freely — but they roughly follow the order you’ll work in.

The tabs

  • Overview — property details, status, quick actions, and activity.
  • 3D Model — the rendered roof you can orbit and inspect.
  • Estimation — pricing built from the labeled roof.
  • Cut Sheet — panel run lengths and trim, ready for the fabricator.
  • BOM — the full bill of materials with supplier pricing.
  • Activity / Collaborators / Schedule / Field Verification / Preview — supporting tabs.
The right-hand panel has quick actions: View 3D, Create Estimate, and Download Cut Sheet, available from any tab.