Tackle Tutorials

Getting Started

Creating your first project in Tackle is easy. In the video below, you’ll learn how to create a unique estimate for every Client you work with.

Tackle Estimating

After you’ve created a project, you’ll begin the simple estimating process. In the videos below, you’ll learn how to:
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1) Organize your line items by divisions and groups
2) Add custom contingency, margin and tax rates to your project.

Templates

Building Templates in Tackle is a great way to speed up your workflow. Tackle lets you create and manage a library of Templates that you can use as a starting point for your project.

Tackle Proposals

As you create an estimate, Tackle automatically generates a client-facing proposal for you. Once the estimate is complete, there are a few customizations you should make to the proposal before sending it for approval.

Tackle Change Orders

Once your proposal has been accepted, Tackle allows you to create, manage, and send change orders to your client for approval.

Tackle Invoices & Payments

Tackle allows you to request payments from clients, and helps your clients keep track of balances due.