Quick start
This app turns the paperwork around a fit-out job into one place you control β from a quotation document, to ordering materials, to seeing whether the job made money. Here's everything you need to get going. You won't break anything by clicking around.
1. Signing in & getting your bearings
- Go to idp.ethanseow.com, enter your email and password. (If you've turned on two-factor login, you'll type a 6-digit code from your phone next.)
- You land on the home screen β a grid of tiles. Click any tile, or use the menu along the top to move around.
- The π / βοΈ button (top right) switches between light and dark β your choice sticks.
2. The big one: turn a quotation document into a quote
This is the feature that saves you a day of typing.
- Click Quotes in the top menu.
- Scroll down to βImport a BOQ β grouped quote.β
- Type a project name (e.g. the client and the site).
- Under Drop a BOQ PDF, click Choose File, pick your PDF, then Extract from PDF.
- Wait a few seconds. The app reads every line of the document and organises it into sections, sub-totals and a grand total β automatically.
No PDF? Paste the rows as a spreadsheet into the box on the right and click
Build from CSV instead.
3. Check the quote
- You're taken to the BOQ view: a tidy summary (each section's total adding up to the grand total) with every line underneath.
- A few lines might have an orange βverify tradeβ tag β the app wasn't 100% sure how to categorise them. Just pick the right option from the little dropdown. It remembers your choice, so it won't ask about that line again next time.
- Happy with it? Download PDF gives you a clean, branded copy to send the client.
4. Send it β and win the job
- Back on Quotes, click Open on your quote.
- Send to client marks it sent. When they say yes, click Mark accepted β that turns it into a job (a βSOWβ) with a payment schedule.
5. Keep track of your stock
- Open Carpentry βΎ β Warehouse.
- See what you have on hand and what's running low. Record stock coming in or going out with the Record event form.
- Running low on something? Draft reorder POs starts the purchase order for you.
6. Run your jobs
- Carpentry βΎ β Job board shows each fabrication job and the stage it's at (cutting β assembly β finishing β done).
- Approvals is your safety net: anything that goes out β an order to a supplier, a reply to a customer β waits here for you to approve first. Nothing is sent behind your back.
7. Buying materials & getting the best price
- Procurement βΎ β Purchase orders & bills β your POs and the bills against them.
- RFQ β ask several suppliers for prices: create a request, invite them by email (they get a link β no account needed), then Compare their quotes side by side and accept the best one.
- Historical import β upload your old quotes and supplier bills. The app learns your real prices and starts suggesting them, so future quotes get faster and sharper.
8. Did the job make money?
- P&L β pick a project to see what you're charging versus what it's costing, and your margin.
- Forecast β your pipeline of likely upcoming work.
9. Your team
- Team β add colleagues by email and choose what each person is allowed to do.
- Security (2FA) β two-factor login is available here if you want extra protection (optional for now).
A few things worth knowing
- The more old quotes and supplier bills you feed in (Historical import), the smarter the price suggestions become β it pays off the more you use it.
- Every line you verify on a BOQ is remembered, so the app asks you fewer questions over time.
- Nothing goes to a client or supplier without you approving it first β check Approvals now and then.
- You really can't break anything by exploring. Have a click around.
That's it β you're ready. Start with Quotes β Import a BOQ and go from there.