Help & activation
Send your first proposal today — even if you’re stuck
The fastest way to know if ProBuilderStack works is to use it on a real job. Follow the steps below and get your first proposal out in under 10 minutes.
Start with a real job, not test data
Your first job in 3 steps
Use a real job
Do not practice with fake data. Use a real estimate you’re quoting right now.
Generate, then review fast
The first draft does not need to be perfect. It needs to be clean enough to send today.
Send before you leave
Send the proposal while the job is still fresh. Follow up when they open it.
Do this before anything else
Do not explore the app.
Do not try to “learn everything.”
Just send one real proposal.
That’s how you’ll know if this fits your workflow.
Fix common problems in seconds
Proposal is slow or stuck
- • Wait 30 seconds and try again
- • Refresh once if inputs changed
- • Still stuck → open support with job details
Client didn’t get the proposal
- • Resend from dashboard
- • Check email spelling
- • Ask them to check spam
Client can’t sign
- • Make sure they’re using the correct link
- • Make sure email matches
- • Revise + resend if needed
Want it set up for you?
Premium helps you turn ProBuilderStack into a working quoting system fast.
FAQ
How do I get help fastest?
Use the dashboard support lane with job details.
Is this hard to use?
No. Most users send their first proposal in under 10 minutes.
What if something breaks?
Use the support lane with proposal number + issue.
What does Pro include?
Everything needed to generate, send, and track proposals.
What if I don’t like it?
30-day refund. No hoops.
Don’t overthink it. Send one proposal.
Use your next real job.
Generate the proposal.
Send it before you leave.
That’s the workflow.
Takes under 10 minutes