New Estimate
Fill in project details, upload blueprints, and run AI analysis.
Rate Tables
Set your labor rates, markups, and unit costs. Saved to your browser automatically.
Subcontractors
Add sub quotes to include in your total bid.
Custom Line Items
Specialty gear, mobilization, demo, testing, rentals — anything outside standard unit pricing.
Project Phases
Break your estimate into phases or areas. Each phase gets its own budget.
Bid Proposal
Full cost breakdown, analysis, and PDF export.
Run an analysis from the New Estimate tab first.
Cover Letter Generator
AI writes a professional bid cover letter or email ready to send with your proposal.
Payment Schedule
Auto-generate a draw schedule based on your bid total and project phases.
Terms & Warranty
Build your standard terms and conditions block to include in proposals.
Pre-Bid Checklist
24 items to review before submitting any bid.
Material Shopping List
Exportable list by category ready to hand to your supply house.
Run an estimate first to generate the material list.
Crew Schedule Estimator
Based on labor hours, calculate crew size and project duration.
Bid Comparison
Enter competitor bids to see where you land and fine-tune your margin.
Client Database
Save GC, owner, and contact info for reuse across bids.
No clients saved yet.
Change Orders
Every change order belongs to a job. Foremen log extra work from the field; PMs and the office price it, send it to the CM, and record approval. Approved hours are added to the job budget automatically.
| CO # | Job | Title | Status | Hours | Value | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
🏗️ Active Jobs
Every job you're running, who's managing it, and which foremen are on it. Foremen only ever see the jobs assigned to them.
| Job | Status | Project manager(s) | Foreman / foremen | Budget | |
|---|---|---|---|---|---|
| Loading jobs… | |||||
Job Profitability Tracker
After the job, enter actual hours and material cost to see how accurate your bid was.
Bid History
All saved estimates. Load any previous bid to review or reuse.
No saved estimates yet.
HR & Employee Management
Employee database, document storage, skill profiles, and onboarding forms.
Open HR to load packets.
| Name | Trade | Phone | Status | Skills | Assigned to | Docs | |
|---|---|---|---|---|---|---|---|
| No employees added yet. Click "+ Add employee" to begin. | |||||||
Dispatch Optimization
Query the skill matrix to find and assign the best worker for any jobsite requirement.
| Employee | Trade | Assigned to | Since | Productivity avg | |
|---|---|---|---|---|---|
| No assignments yet. | |||||
Central Warehouse
All tools and materials not yet assigned to a jobsite. Office-managed inventory with low-stock alerts.
| SKU | Description | Category | Qty | UOM | Min Qty | Unit $ | Value | Location | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| No items yet. Add your first inventory item above. | ||||||||||
Purchase Orders
Generate POs for jobsites or office overhead. Scan/receive items to auto-update inventory and close POs.
Vendor Database
Preferred suppliers with contact info, lead times, and account numbers. Auto-populates PO and Warehouse forms.
| Company | Account # | Rep | Phone | Lead time | Specialty | ||
|---|---|---|---|---|---|---|---|
| No vendors yet. | |||||||
Manual Bids & Estimates
Create, save, and print manual project bids with company letterhead. No AI required.
No manual bids yet.
Transfer Log
Complete chain of custody for every tool and material moved between warehouse and jobsites.
| Date / Time | SKU / Item | Qty | From | To | Moved by | Notes |
|---|---|---|---|---|---|---|
| No transfers logged yet. | ||||||
☁ Cloud Storage Setup
Connect VoltFlow ERP to Firebase to sync data across devices and protect against data loss.
- Go to console.firebase.google.com
- Click Create a project → name it voltflow-erp
- Disable Google Analytics (not needed) → click Create project
- Click Firestore Database in the left menu → Create database
- Choose Start in test mode → select your region → Enable
- Click the gear icon → Project settings → scroll to Your apps
- Click the </> (web) button → register app as voltflow-erp
- Copy the
firebaseConfigobject — you'll paste it below
Paste the values from your Firebase project settings. These are safe to store — they identify your project but do not grant admin access.
In the Firebase console, go to Firestore → (default) → Rules, replace everything with these rules, and click Publish.
rules_version = '2';
service cloud.firestore {
match /databases/{database}/documents {
// Company data: any signed-in team member
match /tenants/{tenantId}/{document=**} {
allow read, write: if request.auth != null;
}
// User profiles (name, role, company)
match /users/{userId} {
allow read, write: if request.auth != null;
}
// Team invites: the invited person can read their own invite
match /invites/{email} {
allow read: if request.auth != null
&& request.auth.token.email.lower() == email;
allow write: if request.auth != null;
}
// Connectivity check
match /_ping/{doc} {
allow read: if true;
allow write: if false;
}
}
}
After connecting, push all locally stored data to the cloud in one click.
💰 Invoice Generation
Create and send professional invoices. Link to estimates, change orders, or create standalone invoices.
| Invoice # | Client | Project | Date | Due | Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| No invoices yet. | |||||||
👥 Client Portal
Share a secure link with clients to view and approve change orders and invoices online — no printing required.
No pending approvals.
No completed approvals yet.
📈 QuickBooks Export
Export invoices, timesheets, and expense data in formats that import directly into QuickBooks Desktop and QuickBooks Online.
QuickBooks Desktop: Go to File → Utilities → Import → IIF Files → select the .iif file
Timesheets: Go to Employees → Enter Time → Import, or use the Payroll module CSV import
🔔 Email Notifications
Configure automatic email alerts for daily reports, approvals, and low stock.
No notifications sent yet.
📥 Data Importer
Import workers, customers, vendors, or jobs from CSV or Excel. All rows are staged for review before going live.
🔍 Audit Log
Immutable record of every create, update, and delete across the system.
| Timestamp | User | Action | Entity | ID | Details |
|---|---|---|---|---|---|
| No audit entries yet. | |||||
🛡️ COI Tracking
Certificate of Insurance tracking for all customers and GCs. Expiration alerts keep you protected.
| Customer / GC | Carrier | Type | Coverage limit | Effective | Expires | Status | |
|---|---|---|---|---|---|---|---|
| No COI records yet. | |||||||
📤 Data Export
Your data is yours. Export anytime, no restrictions.
👤 Team & Access
Invite your crew and office staff, set what each person can see, and turn off access when someone leaves.
Foreman portal for their assigned job only: crew, hours, materials, logs. Never sees dollar amounts.
| Name | Role | Status | Jobs | Last sign-in | ||
|---|---|---|---|---|---|---|
| Loading team… | ||||||
Changing someone's role asks you to type CHANGE ROLE to confirm. Changes take effect the next time they open VoltFlow, or within 5 minutes if they're already in.
🏅 Classification Manager
Define your company's employee ranks and their default pay rates. Each employee can use these defaults or override with a custom rate.
| Name | Category | Base ($/hr) | OT ($/hr) | DT ($/hr) | Per diem | Employees | Actions |
|---|---|---|---|---|---|---|---|
| No classifications yet. Add one above or load IBEW defaults. | |||||||
Overview of what each active employee is actually earning, including custom overrides.
| Employee | Classification | Base rate | OT rate | DT rate | Per diem | Rate type | vs. Class default |
|---|---|---|---|---|---|---|---|
| No employees yet. | |||||||