Customer Education

Quotify Academy

Learn the workflow from project setup to final report, with concise lessons, review checklists and practical support for the decisions customers make most often.

8learning collections
33focused lessons
1review standard
Architectural drawings and a clean estimating dashboard ready for a new project
Start with a real workflowFollow the lessons in order, then return to individual guides while you work.
Learning paths

Choose the task in front of you

New customers should begin with Getting Started. Returning customers can jump directly to a feature, workflow or support answer.

Architectural drawings and a clean estimating dashboard ready for a new project

Getting Started

Set up a clean first project, understand the review states and produce the right output without skipping the commercial checks.

Explore Getting Started
A laptop workflow walkthrough beside a three-step checklist

Workflow Tutorials

Short, task-based walkthroughs for the Quotify actions customers repeat most often.

Explore Workflow Tutorials
A builder reviewing drawings and a Quotify estimate at a live construction project

First Pass Take Off

Check the estimate, materials, risks and reports with a complete screenshot-led walkthrough.

Explore First Pass Take Off
A clean customer help panel on a laptop in a calm workspace

Help & FAQs

Plain answers to common questions about files, generated estimates, review states and reports.

Explore Help & FAQs
A neatly organised construction review checklist beside a plan and calculator

Best Practices

Habits that keep project inputs, commercial review and client outputs clear and traceable.

Explore Best Practices
A clean three-step software update timeline on a laptop

Product Updates

A concise record of customer-facing changes and the checks to make when a workflow or output changes.

Explore Product Updates
A support specialist reviewing a construction estimate and taking notes

Support

Practical troubleshooting for uploads, review states, revisions and report output.

Explore Support
Construction checklists, drawings and a digital resource library arranged on a desk

Resource Library

Reusable checklists and reference structures for preparing, reviewing and handing over construction estimates.

Explore Resource Library