Platform features
METIOR PRO connects customer records, plan review, template estimating, Blueprint AI, professional quotes, approvals, invoices, payments, follow-ups, and business visibility for Canadian contractors.
Core platform
Each capability shares the same customer and project context, so your team spends less time copying information between spreadsheets, email, accounting tools, and disconnected point solutions.
Keep residential and commercial customers, contacts, site addresses, communication preferences, tags, notes, quote activity, and revenue history together.
Build a quote from a reusable template or blank estimate, then price labour, material, equipment, subcontractors, waste, markup, and provincial tax.
Upload plan PDFs, extract and organize quantities, review source references and confidence flags, then convert approved scope into priced line items.
Standardize repeat work with reusable assemblies and a pricing library covering labour, materials, equipment, subcontractors, and organization-specific overrides.
Send customers a private quote link where they can review scope and pricing, then accept or reject without creating an account.
Create an invoice from scratch or convert accepted work, then track due dates, deposits, balances, payment status, and secure Stripe payment links.
Keep stale quotes visible with scheduled reminders, list and calendar views, status filters, and email, SMS, or call follow-up channels.
Review quote performance, revenue, outstanding amounts, customer growth, estimate activity, recent events, and top customers from one business view.
Two ways to estimate
Repeatable work can begin from a proven template. Drawing-heavy work can begin with Blueprint AI. Both paths lead into the same pricing, quote, approval, invoice, and customer workflow.
Best for repeat services, familiar assemblies, and projects where full drawings are unnecessary.
Best for complex work where quantities must be extracted, traced, checked, and converted into priced scope.
Blueprint AI review
METIOR PRO is designed to show what the system found, where it found it, and what needs review, not to hide uncertainty behind a single total.
Customer to cash
The customer record carries forward through estimates, quote events, follow-ups, invoice creation, payment status, and the handoff needed by your accounting process.
Capture the contact, company, site address, project type, communication preference, notes, and tags.
Build the cost, document assumptions, issue scope, and preserve every status and revision.
See when the quote is sent, viewed, accepted, rejected, expired, or waiting for attention.
Carry accepted work forward, set terms and due dates, collect deposits, and track balances.
Synchronize accounting context and compare quoted costs against active project movement.
Metior AI assistant
The assistant is available from authenticated pages through the persistent prompt bar and command palette. It helps users find the right surface and complete supported actions without memorizing every menu.
Teams, security & integrations
Owners, estimators, admins, bookkeepers, and auditors do different work. METIOR PRO separates everyday production access from sensitive organization, pricing, payment, and integration controls.
Invite teammates by email, monitor pending access, and give estimators, admins, bookkeepers, and auditors the correct operating surface.
Manage passwords, active sessions, and email or SMS two-factor authentication with time-limited verification codes.
Keep customer funds directed to your Stripe account and accounting records connected to QuickBooks under admin control.
Control email, push, and SMS events for quote, payment, Blueprint AI, and follow-up activity, plus plan administration.
Designed for real operations
The platform supports dark and light themes, modern browser access, mobile-friendly workflows, CSV exports, customer-facing portals, and role-aware navigation.
Features FAQ
Yes. Use a reusable template or start blank when drawings are unnecessary. This path is ideal for repeat services, renovation scopes, familiar assemblies, and rapid budget quotes.
Blueprint AI extracts and organizes quantities from plan PDFs, cites source information, validates calculations, and flags uncertain results so an estimator can review them before pricing or quote creation.
Yes. Accepted quote information can be carried into an invoice so the customer, project, scope, line items, tax, and source context remain connected.
Yes. Each customer receives a private quote link where they can review, accept, or reject. Invoice payment links are also private and tied to the specific invoice.
Yes. Teams can adapt existing assemblies, labour assumptions, materials, equipment, subcontractors, markups, scope language, and exclusions. Admins control organization pricing records.
No. QuickBooks Online can remain your accounting system of record. METIOR PRO manages the contractor workflow around customers, estimates, quotes, invoices, and project context, then connects relevant records.
Yes. Daily contractor work, organization administration, pricing management, payment integrations, and auditor review can be separated according to responsibility.
No estimate or quote should bypass human review. Your team remains responsible for scope, quantities, production assumptions, pricing, risk, exclusions, and the final customer document.
See the complete workflow