How Setout Pro works
Setout Pro is field-to-agreement software for owner-operators and small residential trade teams. It gives the phone and tablet survey a structured path into the quote, customer decision and operative handover.
A clear definition
Field-to-agreement software keeps what was measured on site connected to the scope a firm reviews, the fixed quotation version a customer receives and the work that is later assigned. It is narrower than a full construction ERP: the focus is the evidence chain around winning and setting out the job.
No more rebuilding the same site visit into separate drawings, quote notes and team messages. Each stage has a clear relationship to the project that came before it.
How it works
The product does not silently turn a photograph into dimensions or choose a price. The firm confirms the plan, structures the scope and controls the customer figure.
Draw and confirm measured walls, or import and calibrate an existing plan.
Name rooms and keep openings, notes and available evidence beside the plan.
Use reviewed quantities where available and add the work the quote needs.
Preview and send one fixed quotation version through a secure customer link.
Carry accepted scope into work packages and invoice records without exposing margin.
In practice
The honest boundary
Questions, answered plainly
It is designed for owner-operators, estimators, surveyors and small residential trade teams that need a clearer path from the site visit to the agreed work.
No. The launch focus is the measured-plan, quotation, acceptance and work-handover chain. Accounting and wider scheduling integrations are separate future boundaries.
Yes. The field workspace is intended for both phone and tablet, with tablet especially useful when reviewing a larger plan, room context or quote beside the site evidence.