Installation
Upload the files to your hosting account, copy config.example.php to config.php, update your database/admin settings, then run install.php.
Requirements
Requires PHP 8.1+, MySQL or MariaDB, PDO MySQL, cURL, SSL recommended, and an OpenAI API key for live AI features.
Demo Mode
Demo mode allows you to test estimate generation workflows before connecting a live OpenAI API key.
Estimate Workflow
Create an estimate, add project details, generate AI summaries, create scopes of work, and generate professional estimate drafts.
Estimate Statuses
Track estimates as draft, sent, approved, rejected, or archived.
Estimate Tones
Choose from professional, friendly, short, detailed, confident, or sales-focused estimate styles.
OpenAI Setup
Edit config.php and update the AI provider, API key, and model settings to enable live AI estimate generation.
Security Recommendations
Delete or rename install.php after setup, use a strong admin password, and keep config.php private.