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Article Sections

1. Getting Started

1.1 Account Setup

1.2 QuickStart Guide

2. Leads

2.1 Create a Lead

2.2 Edit a Lead

2.3 Add a Tag or Stage to a Lead

2.4 Create an Email Template

2.5 Create an Email Campaign

2.6 Edit Your Lead Form

2.7 Embed Your Lead Form

3. Library

3.1 Create a Library

3.2 Create a Budget

3.3 Calculate Profit for Library Items

3.4 Calculate Tax for Library Items

4. Sales Template

4.1 Create a Sales Template

5. Estimate

5.1 Create an Estimate

5.2 Save a Revision of an Estimate

5.3 Approve or Reject an Estimate

6. Proposal

6.1 Create a Proposal

6.2 Create a Proposal Template

6.3 Edit a Proposal Template

6.4 Send a Draft Proposal

6.5 Send a Proposal

6.6 Sign a Proposal

7. Invoice

7.1 Create an Invoice

7.2 Edit an Invoice

7.3 Create a Payment Schedule

7.4 Send an Invoice

7.5 Record a Payment

8. Change Order

8.1 Create a Change Order

9. Organization Management

9.1 Organization Overview

9.2 Manage Organization Members

9.3 Update Organization Details/Branding

9.4 Manage Your Erro Subscription

9.5 Manage Organization Permissions

10. Team Management

10.1 Teams Overview

10.2 Create a Team

10.3 Manage Team Permissions

10.4 Manage Team Members

10.5 Manage Team Details

10.6 Turn On Internal Approvals

10.7 Turn On Base and Options Pricing

11. Account Management

11.1 Change Account Details

11.2 View and Manage Team Memberships

11.3 View and Manage Organization Memberships

QuickStart Guide

Create your first lead, estimate, proposal, and invoice — all in one simple walkthrough.

By Erro Support | 01/25/2026

30 min read

Getting Started

1. Create a Lead

Start by going to the leads page and clicking 'Create Lead'.

2. Enter Lead Information

Fill in the lead's details such as name, contact information, and source.

3. See Completed Lead

After entering all necessary information, save the lead to see it in your leads list.

4. Manage Your Item Library and Tax Profiles

Before creating an estimate, make sure to set up your item library and tax profiles in the Library page.

5. Create Estimate

Now that you have created a lead and added your items, you can now create an estimate. Start by navigating to the Estimates section and clicking on the 'Create Estimate' button.

6. Choose a template or modify the estimate manually

If you want to create an estimate from a template, select the template you wish to use from the list of templates. If you want to create an estimate manually, select the default template to start with a default estimate.

7. Assign a Tax Profile

Under the tax profile section, select the appropriate tax profile for your estimate.

8. Manually add items to your estimate

To add items manually, click on the '+' button to the right of the 'Cost' column. Select an item from the drop down to add to the estimate.

9. Delete items you don't need

To delete an item from your estimate, click on the trash can icon next to the item you wish to remove.

10. Assign Estimate to a Lead

To assign the estimate to a lead, click on the 'Select Lead' dropdown and select the appropriate lead from the list.

11. Add a Name to your Estimate and Click Create Estimate

Enter a name for your estimate in the 'Estimate Name' field and click the 'Create Estimate' button to save your estimate.

12. Create Your Propsal

Now the Estimate is ready to be sent to a client for approval. To do this, we need to create a Proposal. Start by navigating to the proposals section. If you wish to create a final proposal, click the 'Create Proposal' button in the top right corner. If you wish to create a draft proposal, click the 'Draft Proposals' tab and click 'Create Draft Proposal'.

13. Select the Estimate

Select an estimate or change order to create a proposal from, then click create proposal in the bottom right corner.

14. Choose a Proposal Template

Select a proposal template that you wish to use for the proposal from the selector in the top right corner.

If you do not have any proposal templates, you can generate and use the default template. For more information on creating custom templates, refer to the 'Create a Proposal Template' and 'Edit a Proposal Template' articles.

15. Name and Create Your Proposal

Enter a name for your proposal to help you identify it later. Then click the 'Create Proposal' button to create the proposal.

16. Your Proposal is Created

Return to the proposals section to view your newly created proposal.

17. Send Proposal to Client

To get the proposal approved, we need to send it to the client. Click on the proposal's name to open its details page.

18. Send the Proposal

From the Proposal page, click the 'Send Proposal' button. This will generate a preview popup of the proposal. Review the preview and confirm to send the proposal to the intended recipient.

19. View Proposal Status

Once the proposal has been signed by the customer, it will update the proposal status on the proposal details page.

20. View Invoices

Once the proposal has been signed by the customer, you are able to create an invoice to bill the customer. Start by navigating to the invoices section to see all your created invoices. To create a new invoice, click the 'Create Invoice' button in the top right corner.

21. Create an Invoice

Select the Proposal. Fill in a name for the invoice and click 'Create Invoice'.

22. View Your Invoice

After creating an invoice, the preview of the invoice will be displayed. You can review the details and make any necessary adjustments before sending it to your client.

Now that the invoice has been created, you can edit it before sending to your client. View the 'Edit Invoice' article for more information. Once you are ready to send the invoice, refer to the 'Send Invoice' article for step-by-step instructions.

Account Setup

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