> ## Documentation Index
> Fetch the complete documentation index at: https://help.stralos.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started for estimators

> The recommended path through an estimate

Use this workflow when you are setting up a new tender estimate.

**1. Create or select the project**

Choose an existing project from the project selector, or create the project through **New project** or **Settings**. Confirm the client, reference, status, and location because these details flow into the estimate context.

**2. Open the estimate workspace**

Go to the project estimate. Stralos loads the project estimate and shows the main estimating areas: summary, documents, project rates, takeoff, work items, and TAGs.

**3. Upload tender documents**

Add drawings, schedules, specifications, spreadsheets, or CSV files from the Documents tab. Wait for scan and extraction to finish before downloading or reviewing suggestions.

**4. Review suggestions**

Open pending document suggestions, check confidence and source context, edit any incomplete fields, then accept or reject the suggestions. Accepted suggestions create real estimate records.

**5. Build quantities and scope**

Use takeoff measurements and work items to structure the estimate. Link measurements to work items where useful.

**6. Price and review**

Apply rates, activities, and project overrides. Review tender cost, tender price, risk, and margin before submission.

## Recommended order

1. Project details and status
2. Documents and AI suggestions
3. Takeoff measurements
4. Work items and sections
5. Project rate overrides
6. TAGs
7. Work item pricing review and manager sign-off

## Things to check early

* The project has the right client, reference, status, and location.
* The rate library contains the categories and units you need.
* Organisation and supplier locations are available for owner-and-location pricing.
* Uploaded documents have finished processing before you rely on suggestions.
* Pending suggestions have been reviewed rather than left in the queue.

> [card] [Documents](https://help.stralos.app/guides/estimators/documents.md)
>
> Upload, process, download, retry, and remove estimate documents.

> [card] [Review AI suggestions](https://help.stralos.app/guides/estimators/ai-suggestions.md)
>
> Understand the review-first model before accepting AI-generated records.


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