How to Use Nova Estimates

A. Getting started

1. Register your account
2. Complete the contractor questionnaire
3. Start your 3-day free trial
4. Complete company settings
5. Upload your logo
6. Review your services
7. Create your first client
8. Create your first estimate

B. How to add a client

1. Go to Clients
2. Click Add Client
3. Enter name, phone, email, address, and notes
4. Save the client

C. How to add or edit services

1. Go to Services
2. Review the default services
3. Edit prices to match your market
4. Add custom services if needed
5. Activate or deactivate services

D. How to create an estimate

1. Go to Estimates
2. Click New Estimate
3. Select or create a client
4. Add project details
5. Add scope of work
6. Add services and items
7. Enter quantities, materials, labor, overhead, profit, discount, and tax
8. Review the totals
9. Save the estimate

E. How to use overhead and profit

1. Overhead covers business expenses (insurance, fuel, software, vehicle, admin)
2. Profit is what your business earns after expenses
3. Show or hide overhead on the customer-facing PDF
4. The app warns if overhead or profit are missing

F. How to preview and download a PDF

1. Open a saved estimate
2. Click Preview PDF
3. Review customer information, items, totals, and terms
4. Click Download PDF

G. How to send an estimate

1. Open a saved estimate
2. Click Send by Email
3. Review the email subject and message
4. Attach or include the PDF
5. Send the email — the estimate status changes to Sent

If email is not configured, the app will display: "Email sending is not configured yet."

H. How to create an invoice

1. Open an approved estimate
2. Click Convert to Invoice
3. Review the invoice details
4. Save the invoice
5. Preview or download the invoice PDF

I. How to use Nova Assistant

1. Click the Ask Nova Assistant button (bottom-right)
2. Ask how to do something or paste text to improve
3. Use it to write scope, terms, emails, and pricing explanations
4. It can translate between English and Spanish

J. Billing and membership

1. 3-day free trial after registration and onboarding
2. $10/month or $150/year membership
3. Manage payment method and cancel from the Billing page