ZYOP Business Operations

New Estimate

Milestone 18.2 — Production Operations & Integrations
Step 1 of 6Customer & Service
01

Customer & service

Select the job type and customer before building the estimate.

Customers are stored in the CRM. A new customer entered here will be saved automatically when the estimate is saved.

02

Project details

The form adapts to the selected service. These are estimating inputs, not engineering specifications.

03

Labor & equipment

Internal costs only. These numbers are excluded from the customer proposal.

RolePeopleCost / hrHours / personCost
Equipment plan
EquipmentQty / durationRate unitCost / unitCost

Examples: excavator × 3 days, skid steer × 12 hours, wood chipper × 1 day. Add permanent equipment and pricing from the Equipment section.

Overhead is calculated as hourly overhead rate × overhead hours. Overhead hours automatically follow the longest crew shift until you edit them manually.

Create any labor position—climber, crane operator, irrigation technician, mason, etc.—from Workforce.

04

Materials

Add materials from your company catalog. Quantities and prices remain editable for this estimate.

MaterialQtyUnitUnit costMarkup %

Missing something? Open the Materials section in the left menu and add it to your permanent catalog.

05

Scope, AI writer & contract policies

Describe the work in field language, then generate a polished executive proposal.

AI Proposal Writer

Field description → executive proposal

06

Pricing & review

Choose markup or target margin, then review profitability before sending.

Ready for proposalSave the estimate, preview the customer document, then use the approval workflow.
C

Customer CRM

Save customers and properties once, then reuse them in future estimates.

W

Workforce & labor roles

Create the positions and hourly internal costs used by estimates and projects.

E

Employees

Add workers and assign each one a labor role.

C

Employee Work Schedule

Assign work days, rest days, projects, reporting times and preparation notes. Employees see this schedule in the mobile app.

P

Project Operations

Schedule approved work, assign crews, track clock-ins, record actual job costs and monitor profitability while the project is active.

ScheduleNo projects scheduled
E

Employee / Crew App

Mobile field view for assigned work, time punches, breaks and daily updates.

T

Timesheets, Pay Periods & Audit

Review paid hours, corrections and approvals. Break time is deducted from paid hours.

Time entry detail & audit trail

C

Manual punch correction

Add a missing or corrected entry. Every correction stores who/when/reason in the audit trail.

Estimate pipeline

Track draft, sent, viewed, approved and declined proposals.

M

Material catalog

Create your own material price book. Every company can maintain different costs and markups.

EQ

Equipment catalog

Maintain your company equipment/rental price book and reuse it in estimates and project preparation lists.

S

Service library & default exclusions

Each service keeps permanent exclusions that are copied into new estimates and can then be edited per project.

Client-facing document

Proposal & approval

Company

ESTIMATE / PROPOSALEST-DRAFT
DRAFT
Prepared for

Project location

Scope of work

Exclusions

Project investmentFor the scope described in this proposal
$0.00
Contract policies
Customer approval simulation

Prototype only: production e-signature will capture authenticated audit evidence and an immutable document version.

Customer signatureDate
Contractor representativeDate
Prepared with ZYOP Business Operations · Internal costs, markup and profit are excluded from this customer document.

Company setup

Defaults, branding and contract policies.

A

Company account & security

Secure multi-company account, role-based access and PostgreSQL synchronization.

T

Team & permissions

Create office/management users. Each account is isolated to this company.

Owner/Admin can manage team accounts. Employees continue using ZYOP Crew with Company Code + Employee Code + PIN.

SYS

Production system & integrations

Owner/Admin diagnostics for PostgreSQL, email, AI, company export and security audit. Secrets are never displayed here.

Email and AI credentials are configured only in Railway Variables. Company export downloads a JSON copy of this company's synchronized business data; it does not replace PostgreSQL infrastructure backups.

LOG

Security audit

Recent sensitive account and system actions for this company.