Getting started

New accounts start with a short guided setup — branding, your price book, payment terms and warranty defaults, team invites, and importing your existing contacts. Every step saves as you go, you can skip anything, and you can come back and finish later.

Your company details and logo appear on every estimate, proposal, and invoice your customers see.

1. 1Open Settings from the bottom of the sidebar, then the Organization tab (Owner and Operations only).
2. 2Add your business name, address, phone, and email.
3. 3Upload a light-background and a dark-background version of your logo so it looks right everywhere.
4. 4Add your review link (Google, for example) — when a job completes, Managolio can automatically email the customer asking for a review.
5. 5Save — your branding now flows onto every customer-facing document.

Those are optional modules, so the app stays as simple as your business needs. If a section is missing from your sidebar, it just needs to be switched on.

1. 1Go to Settings → Features.
2. 2Toggle on the modules you want: Subcontractors, Field operations, Analytics, Permits, or Claims.
3. 3The matching sections appear in your sidebar immediately — no reload, no extra cost.

1. 1Go to Settings → Team.
2. 2Click Invite and enter the person's email address.
3. 3Choose a role: Owner, Operations, Estimator, or Crew.
4. 4They'll get an email to set a password and sign in. You can change a role or remove someone here anytime.

The price book is your reusable list of labor and materials with your real costs. It's what makes estimating fast and your margins consistent — you price the job at the estimate level, and the margin math runs from these costs.

1. 1Go to Estimates → Price Book and click Add item.
2. 2Enter your cost and pick a unit (each, linear foot, square foot, hour, day, or lump sum).
3. 3Assign a category (labor, materials, equipment, disposal, and so on) and an optional default waste percentage.
4. 4Save. The item is now available to drop into any estimate.
5. 5Update the price book anytime — estimates you've already built keep the costs they were built with.

The command menu jumps you to any screen, lead, estimate, or project without clicking through the sidebar.

1. 1Press ⌘K on Mac or Ctrl+K on Windows from anywhere in the app.
2. 2Start typing a name, page, or record.
3. 3Use the arrow keys and Enter to jump straight there.