Field Measurements
Quick Estimate ⌄
Customer Information
Job Specifications ⌄
Scope of Work ⌄
Choose how the main scope is created. You can still add individual line items to an AutoScope whenever a job needs something extra.
Extras
Add any additional work or charges needed for this estimate.
Job Notes ⌄
Pictures & Designs ⌄
Upload job photos, sketches, marked-up plans, or design images. Choose which ones should appear on the customer estimate.
Private Estimate Summary PRIVATE
Edit Job Costs ⌄
These values start from Company Defaults and apply only to this estimate.
Payment Terms ⌄
Choose saved payment terms, then adjust the wording for this estimate if needed.
Terms & Conditions ⌄
Choose the contract/terms template for this estimate.
Estimate Display Options ⌄
These settings apply only to this estimate. Options only appear when the related value is greater than zero.
Estimate Status & Save
Auto Scope Templates
Create reusable scope templates for common paving methods. Tap a template to expand and edit it.
Line Items
Tap a line item to expand it. Collapsed items show only the name and price.
Customers
Save customer contact information once and reuse it for future estimates.
Reports
Live statistics calculated from your current estimates, accepted jobs, change orders, and recorded payments.
Help & How-To
Quick directions for finding settings and using the app.
Where do I change…?
Getting Started ⌄
Start in Settings with Company Information and your logo. Then open Company Defaults to set normal pricing, specifications, scope mode, payment terms and contract terms.
Creating an Estimate ⌄
The normal workflow is Measure → Customer → Job → Estimate → Customer Estimate.
Measure the job and tap Continue, add or select the customer, review Job Specifications and Scope of Work, then review pricing on Estimate and generate the customer estimate.
If Customer was skipped, use + Add Customer on either the Job or Estimate page.
Pricing & Company Defaults ⌄
Use Menu → Company Defaults for values that should automatically start on new estimates. Changes to Job Costing Defaults also update the estimate currently being edited; individual estimate values can still be overridden afterward.
Job Costing Defaults stores your private asphalt cost, gravel cost, daily labor cost and daily overhead. These rates update live on every estimate until that estimate is marked Completed. Completed estimates keep the rates in effect when they were completed so historical profit does not change.
AutoScope & Line Items ⌄
AutoScope builds the main scope from Job Specifications and the selected template. You can still add individual line items to an AutoScope job.
Manage reusable items under Menu → Line Items. Material-list entries from selected line items can also appear in the contractor Material Summary; zero-quantity materials are hidden.
Payment Terms & Terms and Conditions ⌄
Create reusable wording under Settings. Choose the defaults for new estimates under Company Defaults. Expand either section on an Estimate to change it for that estimate only.
Saved Estimates & Accepted Jobs ⌄
Use Estimates to find work and filter by status. Accepted estimates provide access to job details, change orders, payments and invoicing.
Work Orders ⌄
Customer and authorized signatures are dated automatically when Use Signature is tapped. The two signature dates remain independent and can still be corrected manually if needed.
Accepted jobs include two printable work orders. Crew Work Order shows customer/job information, specifications, scope, materials and crew instructions without any prices or profit. Contractor Work Order adds contract price, projected costs, projected profit/margin and private contractor notes.
Use Print / Save PDF from either work-order view.
Payments & Invoices ⌄
Record payments against an accepted estimate/job. Invoices use the contract total and recorded payments to calculate the remaining balance.
Saved invoices are available under Menu → Invoices.
Reports ⌄
Use Menu → Reports for live Overview, Draft, Accepted and Payment statistics. Choose This Month, This Year, Last Year, All Time or a Custom date range.
Win Rate is Accepted ÷ (Accepted + Declined), so Draft estimates do not lower the percentage.
Data Backup & Restore ⌄
Until cloud storage is added, use Menu → Settings → Data Backup & Restore to export a backup file containing the app's saved customers, estimates, invoices, payments, defaults, templates and settings.
Use Restore Backup on another copy of the app—or after local browser data is cleared—to restore that saved information.
Estimate Settings ⌄
Manage company information and logo under Settings → Company Information. On an Estimate, expand Estimate Display Options for customer-facing estimate display choices.
Saved Estimates
Change Order
Change Items
Select saved line items or add custom change items. Positive amounts add to the contract; negative amounts create a credit.
Saved Line Items
Custom Change Items
Contract Summary
Record Payment
Job Balance
Crew Work Orders
Jobs and field information assigned to your company crew
Work Orders
Office Workspace
Customers, jobs, invoices, payments, and reports
What would you like to open?
These are the areas available to your Office role.
Invoices
Invoice Details
Invoice Summary
Team & Permissions
Invite employees into this company workspace and choose what part of AsphaltHQ they can use.
Invite Team Member
Enter the exact email address they will use for their AsphaltHQ login. When they sign in, the invitation is automatically claimed.
Active Team
Pending Invitations
Permission Guide
Company Defaults
These private values power the Quick Estimate and provide defaults for estimating. Job Costing Defaults stay live on estimates until they are marked Completed; Completed jobs keep their historical costs.
Job Costing Defaults
Job Duration Defaults
Contract Defaults
Data & Sync
Measurement Settings
Company Information
Enter your business information once. It will automatically appear on customer estimates and invoices.
Company Logo
Upload your logo and choose how it appears on customer estimates and invoices.
Estimate Settings
Customize how customer estimates look and the wording used by default. Private pricing calculations are never shown.
Payment Terms Library
Create reusable payment-term templates and choose one for each estimate.
Terms & Conditions Library
Save multiple contract/terms templates and choose one for each estimate.
Data Backup & Restore
Protect the local prototype data on this device before cloud storage is added.