New Pro User Onboarding Page

Watch the full Eano Pro Onboarding Video Here

Step 1: Getting Started

First, make sure you're visiting the correct page: go to Affordable Home Remodeling & ADU Construction - Eano to sign up. Once you’re on the Pro page, fill out your information, and you’ll be ready to access the Eano Pro dashboard.

Step 2: Exploring the Dashboard

After signing up, you’ll land on the dashboard. The first section you'll see is “+New Opportunity”. This is where you can manage potential customers by creating opportunities for quotes or new leads. Once a quote is signed, it automatically moves into the Projects section for full project management.

“ +New Project” allows you to add and manage ongoing construction projects. If you’re transitioning from another project management system, you can easily migrate your current projects using this feature.

"Network Opportunities” is a paid membership program that provides access to filtered lead opportunities. However, today, I’ll focus on the core features of the software—how to create opportunities and manage projects.

Let’s explore the left navigation menu. Today, we’ll focus on Marketing, Opportunities, and Projects.

• In the Marketing section, you can set up your website if you don’t have one. If you already have a website, you can add a Booking Page so visitors can schedule onsite or virtual meetings with you directly. Once a homeowner schedules a meeting, the information is instantly sent to the Opportunities section—no need for back-and-forth phone calls, and you won’t lose track of appointments. For details on how to set this up, I’ll explain in another video.

Step 3: Creating an Opportunity

There are two ways to create an opportunity:

1. Have customers book a meeting via your Booking Page, and their information will automatically populate in the Opportunities section.

2. Or manually enter customer information by clicking "Add an Opportunity".

Once that’s done, the opportunity will appear in your dashboard. Click into the opportunity, and you can then add detailed project information, including services and pricing, to prepare a quote.

Step 4: Preparing an Estimate

Let’s prepare an estimate. For example, if you’re quoting a bathroom remodel at $20,000, you can add extra services—like heated flooring or lighting—using line items with customized pricing. Eano Pro makes it easy to itemize and adjust your pricing to meet your customer’s needs. You can even use your own templates to speed up the process. I’ll make a separate video showing how to upload and use your templates.

You can also upload project photos to showcase the specific details the customer mentioned. Before sending, you can preview the quote to see exactly what your customer will receive.

Step 5: Adding Permit and Design Services

If you want to include permit services in your quote, you can absolutely do that. Eano Pro offers these services as an add-on, which can be customized to meet the needs of the project.

Click on the video here for more details.

Step 6: Finalizing Payment Milestones

Before sending the quote, you can set up payment milestones. We provide a default milestone setup to save you time, but these can be adjusted to match your preferred payment schedule. Your team can upload photos and notes at each milestone to keep customers updated on the project's progress. Upon milestone completion, the system automatically triggers an invoice, and SMS or email reminders are sent to the customer to help you follow up on payments.

Check out the video here for mor details.

Step 7: Sending the Contract

Once the payment milestones are set, click "Send Contract". Since this is your first time creating a project, you’ll need to fill out your company’s information and upload your logo so that your customer can see it. Once this is done, you won’t have to do it again.

After completing your business information, you’ll be taken to a page where you can review all the scope and milestone details. We provide a customizable contract template, or you can upload your own.

After sending the contract, your customer will receive a text and email with a link to view the quote. They don’t need to download anything—they can review the scope and payment terms directly from the link. When they’re ready, they can click "Review Contract" and e-sign it.

See video here for more details.

Step 8: Finalizing the Project

Once both you and your customer have signed the contract, it will automatically upload to the Files section. At this point, the opportunity becomes a signed project and moves into the Projects section, where you can manage the next phase of the work. All the scheduling, tasks, files, assigned team members, chat, invoices, and review collection are built around this project.