Help Center
Answers to common questions about ProJobCalc
Getting Started
How do I create my first proposal?
Go to Dashboard → New Proposal, fill in the project type and scope description, add a total amount, and hit Save. From the proposal detail page you can preview it, share a public link with your client, or send it directly via email if you've connected a Resend API key in Settings.
What's the difference between Free and Pro?
Free gives you 40+ calculators, unlimited calculator use, and up to 5 saved estimates. Pro ($19/mo) unlocks unlimited saved estimates, AI proposal generation, voice estimating, client management, branded PDF exports, invoice generation, and priority email support.
How do I set my default hourly rate?
Navigate to Dashboard → Rates. You can save your default labor rate, markup percentage, and payment terms. These defaults pre-fill every new proposal and estimate so you don't have to retype them each time.
Proposals
How do I send a proposal to a client?
From any proposal, click the Send button to generate a draft email with your proposal details. You can preview the HTML email, copy it, download it as an .eml file, or send it directly if you've added your Resend API key in Settings → Integrations.
Can clients sign proposals online?
Yes. Any proposal with a share link lets the client view the full proposal and click 'Accept & Sign.' They type their name as an electronic signature, check the agreement box, and submit — the proposal status updates to Won and you see a ✍️ Signed badge on your dashboard.
How do I mark a proposal as won or lost?
Open the proposal and use the status dropdown, or go to your Proposals list, select one or more proposals using the checkboxes, and use the bulk action bar at the bottom to mark them Won or Lost all at once.
Billing
How do I upgrade to Pro?
Go to Dashboard → Billing or click Upgrade to Pro anywhere in the dashboard. You'll be taken to a secure Stripe checkout page for the 14-day Pro trial. Your Pro access starts immediately; Stripe shows the trial end date and amount before anything is charged.
How do I cancel my subscription?
Go to Dashboard → Billing and click Manage Subscription. This opens the Stripe customer portal where you can cancel, pause, or change your plan. Your Pro access continues until the end of the current billing period.
What happens to my data if I cancel?
All your proposals, clients, estimates, and invoices are preserved. You'll drop back to the Free tier limits (5 saved estimates) but you won't lose any data. You can re-upgrade at any time to restore full access.
Integrations
How do I connect Resend for email sending?
Go to Settings → Integrations and paste your Resend API key. You can get a free API key at resend.com — the free tier sends up to 100 emails/day. Once connected, the Send Email button in the email preview becomes active and sends directly from ProJobCalc. For API, webhook, CRM, and accounting surfaces, open Dashboard → Integrations.
Where are the API and webhook docs?
Open Dashboard → Integrations for the in-app overview, or visit /integrations for the public version. Builders can inspect /integration-manifest.json for the JSON compatibility manifest and /openapi.json for the OpenAPI 3.1 contract.
Which webhook events should I build around first?
Start with proposal.created, proposal.sent, proposal.viewed, proposal.signed, invoice.created, and payment.received. Those cover the main contractor workflow: draft the bid, send it, know when it is viewed, capture approval, invoice, and reconcile payment.
Is there a mobile app?
ProJobCalc is a Progressive Web App (PWA) — on mobile Chrome or Safari, tap the share icon and choose 'Add to Home Screen.' This installs a full-screen app icon that works just like a native app, including offline access to your saved data.