Company Information
Edit your business profile, logo, and document header. Shown on proposals and invoices — save when finished.
Business profile
Name, contact, and address on your documentsInternal admin contact — not printed on proposals or invoices.
Company logo
Drag to upload or click to browseDocument header
Logo placement, text size, and sizing on proposals & invoices0 = auto width from height
Phone, email, address, and other header lines
Header preview
Drag the logo to fine-tune positionSame header on proposals and invoices. Client and project details stay in the body below the header.
Email delivery
Send proposals and invoices with PDF attachments from your company emailUse your provider’s SMTP (outgoing) settings only — the same username and password many hosts use for IMAP (incoming) usually work here too. Enter the SMTP server and port from your email host (not the IMAP server). Gmail, Outlook, Yahoo, and custom domain hosts all provide separate SMTP host/port values. The public email above is used as the reply-to address.
587 = STARTTLS (SSL/TLS off) · 465 = SSL/TLS on
No terminal needed. On your Ugreen NAS website (browser): open Container Manager → find lv-estimator-pro → Stop → Rebuild → Start. Then press Ctrl+F5 here and click Test.
Or use the LV Estimator Pro desktop app on your PC — email works there without NAS changes.
Items Database
Manage catalog items by subject. The Categories columns (levels 1–4) come from the Catalog modal — save there to update this table.
Customer Database
Manage contacts, saved proposals, and invoices. Export JSON includes full customer records; CSV/Excel are contact fields only.
Customers
Select a customer to view detailsChoose a customer from the list to view contact details, projects, proposals, and invoices.
Project Database
Project database — each job stores takeoff and schedule. Use the section links on a project to open Takeoff, Schedule, Proposal, Invoice, or Payments. Export annotated plan PDFs together (ZIP) or as separate downloads.
Current project
Shows jobs linked to the customer database (saved proposal or invoice link) that are still in progress. Use New Project in the toolbar to start a job, then save a proposal or invoice to link it. Choose a project from the dropdown to view its card and open sections side by side.
Select a project from the dropdown to see takeoff, schedule, proposal, invoice, and payments status.
Finished projects
Jobs move here when all invoices linked to the project in the customer database are paid in full. Choose a finished project from the dropdown to view its card and section status.
Select a finished project from the dropdown to view takeoff, schedule, proposal, invoice, and payments status.
Takeoff
Import 2D or 3D PDFs or image plans (PNG, JPEG), calibrate scale, and measure lengths, areas, and counts. Use the dropdown in Plan sheets to load a saved takeoff, Save to name/save it to a project, and Clear to reset measurements while keeping the plans.
Project Schedule
Gantt chart planner — choose a project from the dropdown to load its saved tasks, edit here, then Save. Leaving this page resets the workspace.
Task inspector
Click a task or bar to inspect.
Calendar
Schedule customer meetings, site visits, calls, and installations. Click any day to add an event.
Upcoming events
Proposal
Save stores the proposal in the customer database, with or without a Save to project link. Projects find proposals via linkedProjectId on the customer record — not on the project row.
Document settings
Invoice
Save writes to the customer invoice database. Payments are recorded separately on the Payments page — pick a saved invoice there after saving.
Invoice settings
Bill to / client
Client details appear on the invoice preview. Pick a customer to fill contact fields, or type them manually.
Set how many payment stages to use (1–24). Add/remove rows or distribute percentages below.
Payments
Select an invoice to record payments. Full payment history is always shown below.
Active invoice
Select an invoice above to view totals and record a payment.
Payment history
0 paymentsFinancial overview
Track monthly sales, cash flow, operating expenses, and net profit for your business.
Monthly performance
Sales, cash received & expensesProfit & loss
Year-to-date summaryTax & receivables
Year summary & tax settingsMonthly Tax Report
Paid and partially paid invoices — items cost and sales tax by Category 1Business expenses
Track operating costs — saved with your settings backupMonthly ledger
Sales, tax, cash, expenses & net profitSettings
Print preferences, database backup, restore, language, and appearance.
Language
Switch the interface language. The choice is saved to your browser.
Appearance
These settings change the font, size, and text color used throughout the app.
Print settings
Items and customers always use the print dialog. PDF save requires the desktop app (Electron). In a browser, use "Save as PDF" in the print dialog.
Local database
Data is stored in the portable LVEstimatorData folder next to the app (same on every drive/computer). Use the desktop app or Open in Browser (local server).bat — not a direct file:// open. Company, items, customers, proposal, invoice, and settings each have their own subfolder.
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Removes that section's data.json from the data folder. Use Discard on a page to reload the last saved file without deleting it.
Security
Administrators sign in at startup. Add accounts below to allow additional team members to manage the app.
Administrator accounts
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