# Contractor Co-Pilot

> Documentation for Contractor Co-Pilot — AI-powered estimation and project management for contractors.

## Docs

- [Set up Contractor Co-Pilot and build your first estimate](https://docs.contractor-co-pilot.com/getting-started/quick-start.md): Create your account, set up your organization, add your first client, and build your first estimate with Contractor Co-Pilot in under 10 minutes.
- [Build your first estimate step by step in Co-Pilot](https://docs.contractor-co-pilot.com/getting-started/first-estimate.md): Walk through creating a complete estimate: choose a client, add line items, use the materials catalog, apply a cost profile, then save and export.
- [Import materials, clients, and estimates from Excel](https://docs.contractor-co-pilot.com/getting-started/importing-data.md): Bring your existing spreadsheets into Contractor Co-Pilot by importing Excel or CSV files for materials, clients, and estimate line items.
- [Navigate Contractor Co-Pilot's modules and shortcuts](https://docs.contractor-co-pilot.com/getting-started/navigating-the-app.md): Learn the dashboard, sidebar navigation sections, how to switch between modules, use global search, and move faster with keyboard shortcuts.
- [Build and manage construction estimates](https://docs.contractor-co-pilot.com/estimating/estimates.md): Create detailed estimates with line items, category groups, and materials catalog autocomplete. Track every estimate from draft through won or lost.
- [Measure blueprints with digital takeoffs](https://docs.contractor-co-pilot.com/estimating/takeoffs.md): Upload PDFs and blueprints, measure linear, area, count, and volume quantities on-screen, then push quantities directly into a new estimate.
- [Send professional proposals to clients](https://docs.contractor-co-pilot.com/sales/proposals.md): Convert estimates into branded proposals with your logo, cover letter, and terms. Share via link, track client views, and collect digital approval in one place.
- [Track your sales pipeline from lead to close](https://docs.contractor-co-pilot.com/sales/pipeline.md): See every open opportunity on a Kanban board, move estimates between stages, filter by client or value, and track your win rate over time.
- [Manage construction projects from kickoff to close](https://docs.contractor-co-pilot.com/projects/index.md): Create and track every project — from a won estimate to completion — with budgets, tasks, documents, and field time all in one place.
- [Plan project schedules with the Gantt timeline](https://docs.contractor-co-pilot.com/projects/timeline.md): Visualize all active projects on a shared Gantt timeline, add phases and milestones, drag to reschedule, and share the schedule with clients.
- [Track jobsite locations and access details](https://docs.contractor-co-pilot.com/projects/jobsites.md): Add jobsite addresses, store gate codes and access notes, attach site photos, and give your field crew everything they need before they arrive on-site.
- [Create invoices and collect payments online](https://docs.contractor-co-pilot.com/sales/invoices.md): Build invoices from a project or estimate, choose your billing method, send to clients via email or portal link, and collect payment online through Stripe.
- [Build your materials catalog with accurate pricing](https://docs.contractor-co-pilot.com/costs/materials.md): Add, import, and maintain a central database of materials with unit costs and supplier links that power AI suggestions across all your estimates.
- [Set labor rates and manage crew configurations](https://docs.contractor-co-pilot.com/costs/labor.md): Define labor types by trade, configure base rates and burden percentages, set up crew sizes, and control how loaded labor costs flow into your estimates.
- [Track equipment rates and availability](https://docs.contractor-co-pilot.com/costs/equipment.md): Build an equipment catalog with daily and hourly rates, link machinery to estimates and projects, track availability, and set division-level pricing.
- [Control markup and pricing rules with cost profiles](https://docs.contractor-co-pilot.com/costs/cost-profiles.md): Create reusable markup rule sets for materials, labor, equipment, and subs, then apply them to any estimate for consistent, profitable pricing.
- [Manage vendors and track purchase orders](https://docs.contractor-co-pilot.com/suppliers/index.md): Build a vendor directory with trade categories and compliance docs, link suppliers to materials and purchase orders, and track PO status from draft to delivery.
- [Manage client relationships and contact info](https://docs.contractor-co-pilot.com/clients/index.md): Add clients, track contacts, view associated estimates and projects, import from CSV, and share proposals through the client portal.
- [Centralize client emails and follow-ups](https://docs.contractor-co-pilot.com/clients/communication.md): View your communications inbox, send emails to clients, browse per-client message history, and set follow-up reminders — all without leaving the platform.
- [Track leads through your sales pipeline](https://docs.contractor-co-pilot.com/clients/pipeline.md): Use the client pipeline to move leads from first contact to active work, set follow-up dates, add stage notes, and filter your entire book of business.
- [Ask Hank: your AI co-pilot for every workflow](https://docs.contractor-co-pilot.com/tools/hank.md): Hank is your built-in AI assistant. Ask about your data, get how-to help, run analysis, and reference specific projects or clients using @mentions.
- [Extract line items from construction documents with AI](https://docs.contractor-co-pilot.com/tools/document-analysis.md): Upload PDFs, spreadsheets, and specs to automatically pull out materials, quantities, and costs — then review and import directly into an estimate.
- [View and manage your schedule in one place](https://docs.contractor-co-pilot.com/tools/calendar.md): The calendar pulls together project deadlines, proposal follow-ups, task due dates, and meetings so you always know what's coming up across your jobs.
- [Stay on top of updates with smart notifications](https://docs.contractor-co-pilot.com/tools/notifications.md): Contractor Co-Pilot notifies you when estimates change status, proposals are viewed, invoices are paid, and tasks are assigned — in-app or by email.
- [Configure your company profile and team](https://docs.contractor-co-pilot.com/organization/index.md): Manage your company profile, team members, divisions, shared templates, billing, and audit log — everything that applies across your whole account.
- [Run multiple divisions with role-aware visibility](https://docs.contractor-co-pilot.com/organization/divisions.md): Operate separate business units or locations under one organization, each with its own team and budget, while leadership sees a company-wide rollup.
- [Speed up work with reusable estimate templates](https://docs.contractor-co-pilot.com/organization/templates.md): Save estimate, proposal, and project templates with pre-filled line items, cover letter text, and phases so your team can start similar jobs in seconds.
- [Connect Contractor Co-Pilot to QuickBooks and Stripe](https://docs.contractor-co-pilot.com/organization/integrations.md): Sync invoices and payments to QuickBooks for accounting, accept online card payments through Stripe, and generate API keys for custom third-party integrations.
- [Account, billing, and preference settings](https://docs.contractor-co-pilot.com/organization/settings.md): Update company name and logo, manage your subscription, review billing history, set default templates and cost profiles, and configure timezone preferences.
- [Monitor revenue, projects, and win rate in one place](https://docs.contractor-co-pilot.com/analytics/index.md): Track revenue, active projects, estimate win rate, and active clients — updated each time you change the period selector, with trend vs. the prior period.
- [Explore advanced KPIs, trends, and financial forecasts](https://docs.contractor-co-pilot.com/analytics/business-intelligence.md): The BI dashboard shows gross margin trends, revenue by trade and division, labor productivity, and AI-powered forecasts — all filterable by time period.
- [Build, save, and schedule custom reports for your team](https://docs.contractor-co-pilot.com/analytics/custom-reports.md): Build reports from any combination of metrics and filters, save them for reuse, and schedule automated PDF or CSV delivery to your team on any cadence.
- [Turn a winning estimate into a client proposal](https://docs.contractor-co-pilot.com/workflows/estimate-to-proposal.md): Go from a finished estimate to a branded, shareable client proposal in minutes — then track when your client views it and handle their response.
- [Convert an approved proposal into an active project](https://docs.contractor-co-pilot.com/workflows/proposal-to-project.md): Walk through converting a client-approved proposal into a live project — budget, timeline, team, and all — so you can start work with confidence.
- [Create a project from uploaded construction documents](https://docs.contractor-co-pilot.com/workflows/document-to-project.md): Upload specs, blueprints, or subcontractor quotes and let AI extract the scope — then review, refine, and launch your project in one place.
- [Troubleshoot common issues in Contractor Co-Pilot](https://docs.contractor-co-pilot.com/troubleshooting/common-issues.md): Find solutions to the most common problems in Contractor Co-Pilot, from sign-in and imports to estimate errors, integrations, and slow performance.
- [Billing, plans, and subscription FAQ](https://docs.contractor-co-pilot.com/troubleshooting/billing-faq.md): Answers to common questions about Contractor Co-Pilot's pricing plans, free trial, AI estimate limits, payment methods, and what happens when you cancel.