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Preview documentation. These guides describe the planned product. Accounts and integrations are not open yet.

Getting started

Preview guides for the planned setup and first estimate.

4 articles · 4 min in total · Best read in order, top to bottom.

All topics

01Set up your workspace in six stepsWhat the setup asks for, in what order, and what you can skip on day one.Quick read

02Import your price list from Excel or CSVExport the spreadsheet, map the columns, confirm each row. Or send it to us.Quick read

03Add the estimates you already sentThree ways to bring in quotes already out with customers, so follow-ups use real dates.Quick read

04Use Helmar.AI on your phoneEvery screen works on a phone, and today’s jobs and measurements stay available without signal.Quick read

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