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Understanding Documents in the Estimator Tab

Learn how the Documents tab in the Estimator is structured, including the difference between Job Documents and Job Resources, and how each is used when building proposals, agreements, and signable documents.

Article Introduction

The Documents tab in the Estimator is where users can manage all documents that may be associated with a customer’s proposal or agreement. This area is designed to separate required documentation from optional documentation, giving users flexibility while maintaining consistency.

Within the Documents tab, you will see two tiles:

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Job Documents
Job Documents are typically set up for required documents and formats that apply to every job a business offers. These are commonly standard contracts, disclosures, or forms that should consistently appear whenever an estimate is converted into a proposal or agreement.

In most cases, clients request these standard documents during onboarding, and they are later configured through the One Click Contractor Administration panel. This ensures that required documentation is always available and applied consistently.

In addition to preconfigured Job Documents, there is also the option to upload documents as needed for a specific customer or situation. 

Job Resources
Because the nature of many business services and products requires different forms depending on the customer or scenario, Job Resources act as a flexible library of optional documentation.

Examples include borrower payment authorizations, change orders, or supplemental forms that may not be required for every job.

Job Resources can be used as standalone signable documents or selectively included in proposals and agreements, allowing documentation to be tailored to each customer’s needs.

Exploring and Managing Documents

From the Documents tab, users can interact with documents in several ways:

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Documents can be uploaded directly to a specific customer file when additional documentation is required.

Existing documents can be downloaded as PDFs for review or record keeping.

The preview (magic wand) option allows users to quickly view a document before including it.

Documents can be included in proposals or agreements by selecting the appropriate checkboxes, giving full control over what the customer receives.