Basics

Open a new document and describe the job the way you would say it out loud — “repaint the Whitfield garage, two coats, prep included.” MeloAI reads it, prices each… continue reading

Your rate book is the price list MeloAI quotes from. Add rates by hand, import a spreadsheet, or answer a few questions about your trade and let MeloAI draft one for… continue reading

Under Settings → Business, tell MeloAI what you do, where you work and how you talk to clients. It uses this to pick document tone, default terms and the services it… continue reading

Upload your logo under Settings → Paper and pick a paper style. Every document type — quote to invoice — uses the same paper, so your documents look related because… continue reading

Every document has the same bones: your header, the client block, numbered line items with mono figures, a totals rail, terms, and a signature block when the type… continue reading

Export your clients and price list from your current tool as CSV and import both under Settings → Import. MeloDocs maps the columns and shows you the result before… continue reading