Quick start

Clavoz turns a walkthrough into a proposal a homeowner can sign from their
phone. Three things to set up first, then the quote itself.

1. Your business details

Settings → Business profile holds everything that prints:

2. Your rate catalog

Rate Catalog is what the builder searches when you type a line. It starts with
a shared trade base and learns from what you price: when you correct a
description or set a price the catalog did not know, that becomes evidence for
your next quote. Your own items always outrank the shared base.

3. A walkthrough, or a manual quote

Field tip: record a room, not a list. The parser groups what it hears into
rooms and scopes, which is what makes the review screen useful — a transcript of
unrelated phrases is not.

1. Record from the quote builder (or New Quote → Start from a walkthrough).
2. Review the parse: fix quantities, set prices, and check anything the parser
   flagged.
3. Apply the scope. The lines land in the builder as ordinary lines you can
   edit.

From there: add assemblies from a room card, set your Global Gross Margin
Controller, then Export PDF or Share Proposal — the same quote, two
surfaces.

Where to go next

• Parsing Carrier Estimates
• Multi-Tier Pricing
• Gross Margin & Contingency