Quick Start Guide
Before you begin using TopBid, it's essential to set up your business information and default values. These settings form the foundation for all estimates, invoices, and purchase orders generated by the app.
First-Time Setup
When you first launch TopBid, you'll be prompted to complete the following settings:
- Business Information
- Your business name, address, and contact details
- These appear on all estimates, invoices, and purchase orders
- Financial Settings
- Default labor rate for countertop installation
- Material markup percentage for pricing
- Starting estimate and invoice numbers
- Material Costs
- Default costs per square foot for:
- Granite
- Marble
- Quartz
- Quartzite
- These costs are used when no price list is imported
- Edge Detail Costs
- Standard edge cost
- Upgraded edge cost
- Custom edge cost
- Terms and Conditions
- Default text for estimates and invoices
- Payment terms and conditions
Why These Settings Matter
- Accuracy: Default values ensure consistent pricing across all jobs
- Efficiency: Pre-filled information saves time when creating estimates
- Professionalism: Complete business details on all documents
- Flexibility: Settings can be updated anytime to reflect changes
Next Steps
After completing the initial setup, you can:
- Create your first job
- Import material catalogs from suppliers
- Start generating estimates
- Create purchase orders
- Track payments
Remember: You can always update these settings later in the Settings View.