ZYOP Business Operations
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.
The form adapts to the selected service. These are estimating inputs, not engineering specifications.
Internal costs only. These numbers are excluded from the customer proposal.
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.
Add materials from your company catalog. Quantities and prices remain editable for this estimate.
Missing something? Open the Materials section in the left menu and add it to your permanent catalog.
Describe the work in field language, then generate a polished executive proposal.
Choose markup or target margin, then review profitability before sending.
Centralize each customer’s estimates, projects, revenue, projected profit and relationship status.
Click a customer to open their complete history, estimates, projects and financial contribution.
Capture customer information, project measurements, site conditions, equipment needs, photos and field notes while standing on the property.
ZYOP adapts these questions to the selected service.
Open a visit or convert it into a formal estimate when you return to the office.
Create the positions and hourly internal costs used by estimates and projects.
Add workers and assign each one a labor role.
Payroll/timesheets use Employee pay / hr. Estimates and live project labor cost use Company cost / hr.
Plan the crew from one matrix. Employees are vertical; calendar days run horizontally. Click any day to edit Work / Rest, assignment and instructions.
Schedule approved work, assign crews, track clock-ins, record actual job costs and monitor profitability while the project is active.
Projects are collapsed by default. Click a project name to open its operations, crew, costs and preparation packet.
Mobile field view for assigned work, time punches, breaks and daily updates.
One employee per row with each worked day, paid hours, work performed, period total and estimated payroll.
Automatic lunch deduction is applied to payroll/timesheet paid hours. Existing recorded breaks count toward this amount so lunch is not deducted twice.
Add a missing punch or select an existing day entry above to correct it. Corrections retain a reason and timestamp.
Track draft, sent, viewed, approved and declined proposals.
Create your own material price book. Every company can maintain different costs and markups.
Maintain your company equipment/rental price book and reuse it in estimates and project preparation lists.
Track actual rental/equipment spending and decide when ownership may be more economical.
Analyze labor hours, company labor cost, revenue, profit and margin by service.
Build a defensible company overhead rate from recurring indirect expenses. The calculated hourly rate can feed new estimates while remaining editable on every estimate.
Each service keeps permanent exclusions that are copied into new estimates and can then be edited per project.
A formal proposal prepared for the project identified below.
Use this section only when the customer approves in person. For remote approval, use Email for Signature.
By signing below, the customer acknowledges review and acceptance of the written scope, project investment, exclusions and terms contained in this proposal.
Defaults, branding and contract policies.
Secure multi-company account, role-based access and PostgreSQL synchronization.
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.
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.
Recent sensitive account and system actions for this company.
