Core Estimator

Set up your business details, logos, and branding so proposals and documents reflect your company.

Setup — Organisation

Create and manage the templates that fill your proposals with company information, project history, testimonials, and custom sections.

Setup — Proposal Content

Build and manage the dropdown lists used across your estimates, projects, and schedules.

Setup — Lists

Create a master list of cost codes and categories to standardise how you categorise costs across your estimates.

Setup — Cost Codes

Define how your team uses tasks and who can see them.

Setup — Task Settings

Control when and how your team receives alerts about project activity and task updates.

Setup — Notification Settings

Manage your account information, contact details, and password in one place.

Setup — Profile / Security

This is where the setup is established for the platform.

Setup

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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