Overview

Intro to EstiPlex Documentation

EstiPlex is a powerful construction cost estimating platform designed to improve the accuracy and efficiency of your project planning. You can create, manage, and customize detailed cost estimates, supported by robust features and seamless integrations to meet your business needs.

To get the most out of the platform, the EstiPlex Documentation provides everything you need to learn and effectively apply all the essential tools and features to your estimating workflow.

Documentation Guide

Sections	Contents
Docs	An introduction to all the features, tools, and settings available in EstiPlex.
Guide	A step-by-step walkthrough on how to create, manage, and submit cost estimates using EstiPlex.
Reference	A comprehensive reference of codes, formulas, and templates used to configure estimate workflows.
FAQ	A collection of frequently asked questions, tips, and troubleshooting guides for EstiPlex users.

🧭 Feature: User Dashboard

✅ What the Feature Does

• View and manage customers and projects.
• Track your recent activity.
• Access your calendar for schedule awareness.
• Use search functionality to quickly locate project or customer information.
• Perform actions such as adding, editing, or archiving records.
• It is tailored based on your subscription level—Trial or Full Access.

🧭 How to Use the Tenant Dashboard (Step-by-Step)

1. Welcome and Overview: Personalized greeting, session time, and logo.
2. Recent Projects: List with project name, client, bid date, and status labels.
3. Calendar View: Right section for planning and visibility.
4. Search Bar: Enter keywords, click Search or Clear.
5. Add Customer Button: Modal for new customer details (Full-access only).
6. Customers List: View, edit, or add project options.
7. Projects Table: Project data and action buttons: View, Edit, Archive, Estimate.

📘 Interface Components Explained

Component	Description
Welcome Card	Personalized message and session time.
Recent Projects	Last updated projects with status indicators.
Calendar	Static view of upcoming events.
Search Bar	Filter customers and projects by keyword.
Add Customer	Modal entry (Full-access only).
Customer List	View/edit/add project based on access.
Project Table	Full data table of project entries.
Badges (Status)	Color-coded: Green Completed Yellow In Progress Red Delayed Blue Pending Gray On Hold
Modals	Used for data entry/editing actions.

⚙️ Behind-the-Scenes Business Logic

• Customer/Project Linking: Dropdowns bind projects to customers.
• Search Behavior: Combined search over customers and projects.
• Project Status Styling: Server-determined badge colors.

📌 Notes for Best Use

• Use Add Project from customer card for auto-linked data.
• Edit/archive projects from the main project list.
• Use Search to filter large lists quickly.
• Bookmark Estimate links for fast tool access.