Go from intake to scope to price to proposal. Keep everything else secondary.
Capture enough customer info to open the estimate without getting stuck in admin work.
Load sections and assemblies first, then add field items only for job-specific conditions.
Keep the proposal focused on scope, terms, total, and the customer's next step.
Operator pipeline for active estimates, blockers, follow-up dates, and revenue totals.
This is a strong local-first estimator foundation: the shape is right, the screens are pointed at real quoting work, and the guardrails are mostly protecting trust instead of chasing generic SaaS polish.
Local-first saves, visible review gates, electrical assemblies, labor logic, permit/admin support, and customer-safe proposal handoff are the right bones.
Add job-specific missing scope prompts so EV, panel/service, generator/interlock, dedicated circuit, and service-call quotes show what blocks trust before proposal.