Dashboard
Estimate command center.
Professional overview of proposals created inside this standalone app.
Available Trades
Roof
Open the Roofing discipline in the Estimate Builder. Base pricing remains editable in the catalog and on each estimate.
Shingle Base $700/SQTile Base $1,100/SQMetal Base $1,200/SQ
Distribution
Vendors can use this as a separate program. Open index.html on a laptop/tablet, or later package it as a Windows app with PALMA icon.
Estimate Builder
Create a professional estimate.
Select a discipline and system. The app loads technical scope/material items automatically. Prices and quantities are editable.
Project Information
Pricing Controls
Editable Payment Schedule Before Print
Change the percent or description before printing. This applies to every discipline.
Estimate Templates
Save a complete setup, then load it again for the next client and adjust only what changes.
Line Items / Materials
Custom Line Item
Use this when you need to add an extra scope item such as lights, breakers, receptacles, conduit, wire, allowance or special labor.
| Description | Unit | Qty | Unit Price $ | Total $ |
|---|
Price Catalog
Editable trade catalog.
Adjust these base prices later. Money fields show $ and percentage fields show % so sellers do not get confused.
Core Engine V1
Central databases for all trades.
Master prices, labor, vendors, customers and proposal defaults. These are editable base records, not fixed prices.
Core Manager
Use this area to manage the reusable information that all modules will share. Any number shown here can be changed before using it in an estimate.
Saved Estimates
Local estimate history.
Estimates are saved in this browser. Later we can sync them to PALMA CRM/server.
Company Information
PALMA template information.
This information appears on proposals and can be adjusted later.
Enterprise V2.2.0
Customer CRM Starter
Seller-friendly customer list and workflow preview before connecting Hostinger database.
Customer Pipeline
This is a front-end demo CRM. It keeps the estimating engine untouched while we validate the seller workflow.
Customer List
| Customer | Project | Sales Rep | Status | Next Step | Actions |
|---|
Customer Profile
Enterprise V2.0
Sales Users & Roles
Prepared naming structure for sellers, managers and office users before Hostinger testing.
Recommended user naming
Use simple codes now so later the same structure can move into a Hostinger/MySQL login table. Use the controls to test Active, Training and Inactive status before connecting the real database.
| User Code | Name | Role | Suggested Use | Status | Controls |
|---|
Demo rule: Active and Training users can enter. Inactive users are blocked from login.
Hostinger preparation notes
First test path recommendation: hellohighgrade.com/estimate. Upload the contents of this folder after unzipping. This V2.0 login is for workflow testing only, not final security.
Enterprise V3.0
Commission Center
Office-controlled commission tracker for Hostinger testing. Uses local saved estimates now; later this same structure can connect to MySQL.
Commission Controls
Office/Admin can set default commission rates by seller and mark each commission as Pending, Approved, Paid or Hold.
Seller Commission Rates
Commission Register
| Date | Seller | Client / Project | Trade | Sale | Rate | Commission | Status | Paid | Actions |
|---|