Before we dive in further, you can watch a quick preview of the Opportunities section: https://youtu.be/nGFMbr94lOU and the Projects section: https://youtu.be/_zQn1B1ryAo
🎥 Watch the full tutorial (highly recommended):
NEW AI Takeoff: https://youtu.be/OsUjHswmdlY
Step 1: Adding an Opportunity
On the left side of the screen, choose Opportunities from the Navigation Menu
Click the button + New Opportunity in the top right corner to create a New Opportunity
After you click that button, a prompt will appear, and you will need to fill in the Project Scope:
Once done, you may click on the Create button at the bottom of the prompt (you might need to scroll down to see the Create button:
⚠️ If testing, don’t use your real number—it’s linked to a contractor profile, so you won’t receive homeowner info.
✅ Step 2: Choose How to Build Your Estimate
Go to your new opportunity and open the Scope tab. You have these options:
AI Estimate Generator: Type a simple description like “Bathroom remodel” to auto-generate line items.
Eano Default Templates: Choose from prebuilt templates suitable for common project types.
Upload or Save Your Own Templates: Upload your custom template or save estimates for future use.
📝 You can even paste your template into the AI tool, and it will match the scope based on the pasted content.
Step 3: Adjust Your Estimates
Click on any line item to edit its cost.
And you may also add or remove line items:
Step 4: Finalize and Send the Estimate
Click Preview & Send Quote in the Scope section.
You’ll be redirected to the Contract Details page.
Step 5: Add Contract Description (Optional)
Just below your company details/logo, enter any notes or contract info.
Step 6. Review and Send
Double-check the description for accuracy.
Click on Send Quote to Client to finalize the process.
Summary will be shown in the Contract section and Exported PDF
NEW UPDATE:
You can now enter decimal values for all pricing fields—no more rounding to the nearest dollar. Whether it’s $199.99 for a valve kit or $12.50 for a handle, your numbers can now reflect true costs down to the cent.
Here’s what’s new:
Enter decimals in Quantity, Unit Cost, and Amount fields (up to two decimal places)
Build more accurate scopes and estimating templates
Set precise pricing in your Cost Book for a more professional proposal
This upgrade means clearer pricing, more transparent estimates, and tighter control over margins for your business.
Whether you're in the field or reviewing estimates at the office, every penny now counts—literally.