Getting Started
Creating Your First Project
Learn the fundamentals of setting up a new project, including client details, site addresses, and project status folders.
Navigating the Dashboard
A quick tour of the main dashboard, understanding key metrics, and accessing different modules of the application.
Estimation Workflow
Building a New Estimate from Scratch
Follow the step-by-step process of creating a detailed estimate, linking it to a project, and building your worksheet.
Using the Cost Database Effectively
Discover how to search, find, and add items from your master cost database directly into your estimate worksheet.
Working with the AI Assistant
See how to use Aspect AI to find prices for new items and quickly add them to your database or active estimate.
AI-Powered Tools
Performing an AI PDF Takeoff
Upload a PDF plan and let the AI automatically generate a Bill of Quantities. Learn to interpret and use the results.
Generating a Project Schedule with AI
Turn a completed Bill of Quantities into a full project schedule, and understand the critical path analysis provided by the AI.
Using AI Discovery for Due Diligence
Learn how to run a discovery report on a contact or company to get insights from public records like UK Companies House.
Advanced Features
Customizing Your Cost Database
A deep dive into importing/exporting data, updating rates, and managing your material and labour cost libraries.
Managing Your CRM System
Learn how to add new contacts, log activities, and track your client relationships effectively.
Generating Professional Reports
Master the report generator to create client-ready Bills of Quantities, Cost Summaries, and Tender Letters.