⌘K
{{ meInit }}
{{ meName }}
{{ meRole }}
{{ todayLabel }}

Good morning, John

{{ k.label }}
{{ k.value }}
{{ k.sub }}
Pipeline snapshot
{{ col.label }} {{ col.count }}
{{ col.sum }}
{{ c.customer }}
{{ c.project }}
{{ c.total }}
My tasks
{{ t.title }}
{{ t.meta }}
{{ t.due }}
Recent activity
{{ a.who }} {{ a.what }} · {{ a.when }}
CRM

Pipeline

{{ col.label }} {{ col.count }} {{ col.sum }}
{{ c.customer }}
{{ c.name }}
{{ c.quoteLabel }}
{{ c.metaLabel }}
{{ c.initials }} {{ c.num }}
{{ c.value }}
{{ col.emptyLabel }}
OPPORTUNITY CUSTOMER STAGE OWNER EXP. RFP QUOTE VALUE
{{ r.name }}
{{ r.num }}
 {{ r.customer }} {{ r.stage }}
{{ r.initials }}{{ r.ownerName }}
 {{ r.rfp }} {{ r.quoteLabel }} {{ r.value }}
CRM

Customers {{ custCount }}

COMPANY CITY / STATE PHONE TAX OPEN Q JOBS STATUS OWNER
{{ r.code }}{{ r.name }}
 {{ r.cityState }} {{ r.phone }} {{ r.tax }} {{ r.openQ }} {{ r.jobs }} {{ r.status }}
{{ r.ownerInit }}{{ r.ownerName }}
Customers/{{ c360.name }}

{{ c360.name }}

{{ c360.status }} {{ c360.code }} TAX {{ c360.tax }}
CUSTOMER RECORD
Customers tab · Quote workbook
Company Name
{{ c360.name }}
Address Line 1
{{ c360.addr }}
City
{{ c360.city }}
State
{{ c360.state }}
ZIP
{{ c360.zip }}
Tax Rate
{{ c360.taxRate }}
Phone
{{ c360.phone }}
Recent activity
{{ a.text }} · {{ a.when }}
LIFETIME
{{ st.value }}
{{ st.label }}
Contacts
{{ ct.initials }}
{{ ct.name }}
{{ ct.title }}
{{ ct.phone }}
OPPORTUNITYSTAGEEXP. RFPQUOTETOUCHESVALUE
{{ o.name }}
{{ o.num }}
 {{ o.stage }} {{ o.rfp }} {{ o.quoteLabel }} {{ o.tpCount }} {{ o.value }}
No opportunities yet
QUOTE #PROJECTDATESTATUSTOTAL
#{{ q.num }}{{ q.project }}{{ q.date }}{{ q.status }}{{ q.total }}
Bid / Project Jobs{{ c360.bidCount }}
{{ j.num }}
{{ j.desc }}
{{ j.date }} · {{ j.orderedBy }}
{{ j.status }}
No bid jobs yet
Time & Material{{ c360.tmCount }}
{{ j.num }}
{{ j.desc }}
{{ j.date }} · {{ j.orderedBy }}
{{ j.status }}
No T&M jobs yet
{{ ct.initials }}
{{ ct.name }}
{{ ct.title }}
{{ ct.phone }}
{{ ct.email }}
Pipeline/{{ opp.num }}
{{ opp.customer }}

{{ opp.name }}

{{ opp.stage }} {{ opp.num }} {{ opp.quoteLabel }} {{ opp.value }}
{{ st.label }}
OPPORTUNITY DETAILS
Synced from quote #{{ opp.quoteNum }}
Customer
{{ opp.customer }}
Owner
{{ opp.ownerInit }}
Source
{{ opp.source }}
Expected RFP / bid
{{ opp.rfp }}
Expected timeframe
{{ opp.timeframe }}
{{ opp.valueLabel }}
{{ opp.value }}
Linked quote
{{ opp.linkedQuote }}
Quote by · estimator
{{ opp.quoteBy }}
Linked job
{{ opp.linkedJob }}
Created
{{ opp.created }} · by {{ opp.createdByName }}
Description
{{ opp.details }}
Documents {{ opp.docCount }} Detail drawings carry to the job when Won
{{ d.name }}
{{ d.kind }}{{ d.size }} · {{ d.date }}
Touch points {{ opp.tpCount }}
{{ tp.type }} {{ tp.date }}
{{ tp.note }}
{{ tp.who }}
No touch points logged yet
ESTIMATING

Quotes & Estimates

QUOTE # CUSTOMER PROJECT TYPE DATE BY STATUS TOTAL
#{{ r.num }} {{ r.customer }} {{ r.project }} {{ r.type }} {{ r.date }}
{{ r.initials }}
 {{ r.status }} {{ r.total }}
Quotes/#{{ qq.num }}
{{ qq.status }}
Traughber Mechanical
Bowling Green, KY · 270-781-4400
QUOTE #
{{ qq.num }}
DATE
QUOTED BY
{{ qq.byEmail }} · {{ qq.byPhone }}
CUSTOMER
{{ c.code }} {{ c.name }} tax {{ c.tax }}
{{ qq.custAddr }}
PROJECT
ITEM / DESCRIPTION QTY PRICE/UNIT UNIT PRICE TOTAL
{{ ln.total }}
Tip: paste rows directly from Excel into the first cell
Subtotal{{ qq.subtotal }}
Sales Tax ({{ qq.taxRate }}) i If Sales Tax is $0, one of these is true:
· We include Sales Tax on our materials per KY/TN Contractor laws
· We have a Sales Tax exemption on file (New & Expanded industry, or you accrue your own tax)
· Interstate Commerce applies to this order {{ qq.tax }}
Total{{ qq.total }}
STANDARD TERMS FOR ORDERS
$10,000 & less
Invoiced at time of delivery
$10,001 – $25,000
50% at receipt of order, 50% at delivery · both Net 30
Over $25,000
30% at receipt of order, 70% at delivery · both Net 30
Customer-facing preview
Traughber Mechanical
2500 Russellville Rd
Bowling Green, KY 42101
270-781-4400
QUOTE FOR
{{ qq.custName }}
{{ qq.custAddr }}
Project: {{ qq.project }}
QUOTE
#{{ qq.num }}
{{ qq.dateLong }}
Quoted by {{ qq.byName }}
DESCRIPTION QTY UNIT PRICE/UNIT AMOUNT
{{ ln.desc }} {{ ln.qty }} {{ ln.unit }} {{ ln.price }} {{ ln.total }}
Subtotal{{ qq.subtotal }}
Sales Tax ({{ qq.taxRate }}){{ qq.tax }}
TOTAL{{ qq.total }}
STANDARD TERMS FOR ORDERS
$10,000 & less — invoiced at time of delivery.
$10,001–$25,000 — 50% at receipt of order, 50% at delivery, both Net 30.
Over $25,000 — 30% at receipt of order, 70% at delivery, both Net 30.
*Sales Tax is $0 — one of the following is true: we include Sales Tax on our materials per KY/TN Contractor laws; we have a Sales Tax exemption on file (New & Expanded industry, or you accrue your own tax); or Interstate Commerce applies to this order.
{{ qq.terms }}
Estimates/Fabrication Estimate

{{ est.project }}

{{ est.customerName }} · {{ est.asmCount }} assemblies
Estimator {{ est.estimatorName }}
{{ a.part }}{{ a.price }}
PART / ASSEMBLY
# OF PARTS
LABOR COST $/HR
LABOR BILL $/HR
MATERIAL MARKUP ×
WASTE %
Galvanized
{{ est.galvRate }}/lb × {{ est.galvWeight }} lb steel
+ {{ est.galvCost }} galvanizing
Cost rates build Planned COGS; bill rate & markup build the quoted price.
Materials
Cost {{ est.matCost }} → marked up {{ est.matSell }}
MATERIAL
QTY
UNIT
UNIT $
LB/UNIT
TOTAL
{{ m.memberDesig }}×
{{ o.desig }} {{ o.cat }} {{ o.wt }} lb/ft {{ o.price }}/ft
Use “{{ m.customLabel }}” as custom line
{{ m.total }}
Platesdimensions auto-size weight & cut time
Matl {{ est.plateMat }} · cut+prep {{ est.plateHrs }} hrs
PLASMA SPEED (IPM)applies to all plate cut times
PLATE
THK"
QTY
LEN"
WID"
WEIGHT
CUT HR
MAT $
{{ p.wt }} lb
{{ p.cutHr }}
{{ p.matc }}
Shop Fabrication
{{ est.fabSummary }}
{{ f.op }}
{{ f.price }}
RAW WEIGHT (LB)
{{ est.rawLbs }}
FAB $ / LB
Weight is pulled from the material takeoff (shapes + plates) automatically.
Saw Cutting{{ est.sawCost }}
# OF CUTS
HRS / CUT
= {{ est.sawHours }} saw hours × labor rate
RAW WEIGHT (LB)
{{ est.rawLbs }}
SAW $ / LB
Weight is pulled from the material takeoff automatically.
Paint & Finish{{ est.paintCost }}
RAW WEIGHT (LB) — FROM TAKEOFF
{{ est.paintAutoLb }}
$ / LB FINISHED
GALLONS
$ / GALLON
Field Install & Equipmentwhole estimate — stays off the quote until you enter data
Install {{ est.installPrice }}
# OF MEN
HRS / DAY
# OF DAYS
CONSUMABLES / MISC ($)
= {{ est.installHours }} install hours × labor rate = {{ est.installLabor }}
EQUIPMENT RENTAL
WEEKS
$/WEEK
TOTAL
{{ q.total }}
Estimates/New OTO Estimate
Upload Outside Take Off (OTO)
Drop the 3rd-party takeoff (.xlsx). We read the Detailed Estimate and Joist & Deck tabs and load every line item — you just apply pricing.
BOWLING GREEN JUNIOR HIGH SCHOOL.xlsx
Sample on file · SteelTakeoff Partners · received Jun 16
Load sample →
Estimates/OTO Estimate

{{ oq.project }}

{{ oq.source }}
TAKEOFF{{ oq.tons }} tons
CLASSIFIED{{ oq.pricedLines }}/{{ oq.totalLines }}
CLASSIFY Tag each line: TON adds its weight to structural tonnage, MM to misc metals, PER prices it by unit cost, DNI excludes it. Rates apply in the rail →
{{ t.name }}{{ t.sub }}
TON / MM / PER / DNI
SR
DWG
DET
DESCRIPTION
QTY
UNIT
WASTE
QTY+W
UNIT COST
ITEM TOTAL
{{ r.badge }}{{ r.name }}DIVISION TOTAL{{ r.total }}
{{ r.name }}
{{ r.name }}{{ r.total }}
{{ r.sr }}
{{ r.desc }} % of metals
%
{{ r.amt }}
{{ r.sr }}
{{ r.dwg }}
{{ r.det }}
{{ r.desc }}
{{ r.unit }}
{{ r.wastage }}%
{{ r.qtyW }}
{{ r.total }}
{{ oq.sheetName }}
Metals {{ oq.sheetMetals }}
Gen. Req. {{ oq.sheetGenReq }}
Weight {{ oq.sheetWeight }} lb
SHEET TRADE COST{{ oq.sheetTotal }}
WORK

Jobs Register 1,547

JOB # CUSTOMER DESCRIPTION STREAM ORDERED BY DATE STATUS VALUE
{{ j.num }} {{ j.customer }} {{ j.desc }} {{ j.stream }} {{ j.orderedBy }} {{ j.date }} {{ j.status }} {{ j.value }}
No jobs match this view.
WORK

Task Board

Group by
{{ lane.label }}{{ lane.sub }}{{ lane.count }}
{{ lane.stats.open }} open{{ lane.stats.blocked }} blocked{{ lane.stats.overdue }} overdue{{ lane.stats.done }} done
{{ col.label }}{{ col.count }}
{{ t.title }}
{{ t.jobNum }}
{{ t.due }}{{ t.initials }}
SETUP

Materials Catalog

The master list of structural steel members. Each shape type carries a default $/lb; apply a market adjustment to bump a whole group when steel prices move, or override a single shape's rate. Estimators pull the resulting $/ft into any estimate automatically.
Shape pricing & market adjustment
Adjustment rides on top of the default and flows to every shape of that type
SHAPE TYPE
DEFAULT $/LB
MARKET ADJUSTMENT
EFFECTIVE $/LB
{{ g.cat }} {{ g.count }} shapes {{ g.overCount }} override
%
{{ g.adjLabel }} {{ g.eff }}
CATEGORY
DESIGNATION
WEIGHT (LB/FT)
$/LB
$/FT (EST.)
STICK (FT)
{{ c.adjTag }} {{ c.effPrice }}
{{ catCount }} shapes · a per-row $/lb override (red) replaces the shape-type default; blank inherits it. $/ft is weight × effective $/lb and is what estimates consume.
ADMIN · HRM LIGHT

Employees

NAMEROLEEMAILPHONECODESTATUS
{{ e.initials }}{{ e.name }}
 {{ e.role }} {{ e.email }} {{ e.phone }} {{ e.code }} {{ e.status }}
ESTIMATING

Estimate Templates {{ tplCount }}

Reusable takeoff & quote scaffolds. Start a new estimate pre-loaded with divisions, categories, wastage rules, and markups.
{{ t.badge }}{{ t.type }}
{{ t.name }}
{{ t.desc }}
{{ t.meta }}
No templates match “{{ tplQ }}”.
TEMPLATE TYPE CONTENTS USED
{{ t.badge }}
{{ t.name }}
{{ t.desc }}
 {{ t.type }} {{ t.items }} {{ t.used }}
No templates match “{{ tplQ }}”.
Jobs/{{ jd.num }}

{{ jd.num }}

{{ jd.stream }}{{ jd.status }}
{{ jd.desc }}
{{ jd.customer }} · Ordered by {{ jd.orderedBy }} · Opened {{ jd.date }}
Contract
{{ jd.value }}
T&M rate
$/hr
Material markup
%
Labor
{{ jd.laborTotal }}
Materials
{{ jd.matTotal }}
Total billable
{{ jd.tmTotal }}
Ready to bill Tracking open — add time & materials as work happens.
Time entries{{ jd.laborHrs }} hrs
DATE
EMPLOYEE
WORK PERFORMED
HOURS
AMOUNT
{{ t.amount }}
No time logged yet — add entries from the shop tickets.
Material entries
DATE
ITEM / DESCRIPTION
QTY
UNIT
$/UNIT
MKUP
BILLABLE
{{ m.billable }}
No materials logged yet.
Tasks on this job
{{ t.title }}
{{ t.status }}{{ t.due }}{{ t.initials }}
No tasks yet.
PHASE
DESCRIPTION
TYPE
EST COST
EST HRS
{{ p.code }}
{{ p.desc }}
{{ p.costType }}
{{ p.estCost }}
{{ p.estHours }}
No phases — this is a T&M job.
ITEM
BILLING DESCRIPTION
CONTRACT $
TAX
{{ v.item }}
{{ v.desc }}
{{ v.amount }}
{{ v.tax }}
No billing schedule for this job.
Submittals {{ jd.subCount }} {{ jd.subOpen }} need action
SUBMITTAL
STATUS
ASSIGNED TO
DUE
No submittals tracked yet.
Project documents {{ jd.docCount }} Carried over from the opportunity
{{ d.name }}
{{ d.kind }}{{ d.size }} · {{ d.date }} · {{ d.by }}
No documents on this job.
{{ a.who }} {{ a.what }} · {{ a.when }}
ACCOUNT

My profile

{{ meInit }}
{{ meName }}
{{ meRole }} Available
{{ f.label }} {{ f.value }}
{{ k.label }}
{{ k.value }}
{{ k.sub }}
Assigned to me
{{ t.title }}
Due {{ t.due }}
{{ t.pri }} {{ t.status }}
No open tasks. Nice.
My recent quotes
{{ q.num }}
{{ q.project }}
{{ q.total }} {{ q.status }}
ACCOUNT

Notifications

TODAY
{{ n.title }}
{{ n.body }}
{{ n.time }}
EARLIER
{{ n.title }}
{{ n.body }}
{{ n.time }}
You're all caught up
No unread notifications.
ACCOUNT

Account & security

Password
Last changed 214 days ago · consider updating
Two-factor authentication
Require a one-time code from your authenticator app at sign-in.
Active sessions
{{ x.device }}
{{ x.meta }}
{{ x.time }}
This device
Recent sign-in activity
{{ a.what }}
{{ a.meta }}
{{ a.time }}
ACCOUNT

Preferences

Appearance
Table density
How tightly rows are packed in lists and tables.
Notifications
{{ r.label }}
{{ r.desc }}
Defaults
Landing screen
Where the app opens after you sign in.
Start of week
First day shown on the task board and calendars.
Regional
Date format
Applies to dates across the app.
{{ stubTitle }}
This screen is wired into navigation. Detailed design is being built next.
CONVERT WON QUOTE → JOB
{{ wiz.title }}
{{ st.n }} {{ st.title }}
auto · editable
{{ wiz.d.custName }}
Phase cost-codes pre-seeded from the estimate divisions. Cost Type M = Material, L = Labor.
PHASE
DESCRIPTION
TYPE
EST COST
EST HRS
Schedule of Values — billing lines. Original Contract defaults to the quote total. GL / Cost Center are optional in Phase 1.
ITEM
BILLING DESCRIPTION
CONTRACT $
TAX
Total {{ wiz.sovTotal }}
{{ r.label }}
{{ r.value }}
Export-ready. {{ wiz.phaseCount }} phases and {{ wiz.sovCount }} billing lines captured under Company Code TMS — field-mapped to the accounting import templates (Job / Phase / Schedule-of-Values).
{{ m.label }}
{{ m.sub }}
{{ meInit }}
{{ meName }}
{{ meEmail }}
{{ meRole }} · Full access
My profile
Notifications
4
Account & security
Preferences
Table density
Traughber Mechanical
Company code TMS · FY2026
LIVE
Help & support
v3.2
Sign out
{{ toast.msg }}
NEW QUICK QUOTE
Link to an opportunity?
Every quote belongs to a pipeline opportunity. Pick an open one to attach this quote to, or create a new opportunity automatically.
{{ o.stage }}
{{ o.name }}
{{ o.customer }} · {{ o.num }}
{{ o.value }}
No open opportunities match
SAVE AS TEMPLATE
Reuse this estimate
Saves the current divisions, categories, wastage rules and markups as a reusable scaffold on the Templates page.
CONVERT QUOTE #{{ convert.num }}
Change this quote into a Detailed Estimate
Build a full fabrication worksheet from this quote — no deleting and starting over. Customer, project and line items come across.
CUSTOMER
{{ convert.custName }}
{{ convert.project }}
{{ convert.lineCount }} LINES
{{ convert.total }}
How should the quote lines map into the worksheet?
{{ m.title }}{{ m.tag }}
{{ m.desc }}
✓
Keep the original quote #{{ convert.num }} in the Quotes list