Start with the complete journey
The first-quote guide walks through setup, measuring, pricing, trade offers, approval and client output. Reconcile results against a reference you understand.
Keep the project in view
Measure & Price includes Pricing, Review & approve and Quote panels. Plans & scale opens alongside the workbench. The Trades tab and price-book administration remain separate.
Know your role
Owners and Estimators can work with internal estimates and trade prices. Office does not receive internal estimate data or trade-cost PDFs. Approval also requires the appropriate permission.
If something goes wrong
Keep unsaved pages open and read the error. Signed-in users can use Ask a question or report an issue in the footer and keep the reference. If you cannot sign in, contact your company owner or the Mr B team. Avoid customer details, prices, passwords and drawing content.