Watch & Learn

Five guided walkthroughs covering the workflows most operators use every day.

Heads up: these are interactive step-by-step walkthroughs — clickable, scrollable, real screenshots — not video files yet. Recorded videos are coming. For now, tap a card to open the walkthrough.

5-Minute Tour of V104

A quick walk through all five tabs — Estimate, Pipeline, Job Cockpit, Books, and Settings. Watch this first. By the end you'll know where everything lives and what each tab is for.

13 stepsBeginner

Building Your First Estimate Live

Start-to-finish estimate creation with both voice input and photo capture. Real walkthrough scenario, real client info, real markup and contingency decisions. Includes the readiness checklist and sending the PDF.

14 stepsVoice + Photo

Pipeline Mastery — Working Leads to Closure

How to actually work the nine pipeline stages. When to move a lead. How to read aging badges. Filtering by source and manager. Reading Total Pipeline Value as a forecasting signal, not a vanity metric.

11 steps9-stage kanban

QuickBooks Sync Setup

Connecting V104 to QuickBooks Online from scratch. Sandbox testing, account mapping, and what to check before you flip to production. Covers common sync errors and how to fix them.

10 stepsQBO OAuth

203K Renovation Workflow Walkthrough

The full 203K flow — start with a HUD consultant scope, build the estimate with appropriate contingency, manage draws, and reconcile re-inspection costs. Built for contractors running rehab work where the lender controls scope changes.

15 stepsDetroit example