METIOR PRO resource centre
Use practical setup checklists, role guides, workflow instructions, integration help, and troubleshooting answers built around the way contractors use METIOR PRO every day.
Getting started
Start small: complete the profile, add a real customer, build one reusable estimate, and send a test quote before importing the rest of your business.
Sign in with email and password or phone verification. Complete the organization profile, choose notification preferences, and enable email or SMS two-factor authentication where required.
Owner or admin · About 5 minutesChoose Residential or Commercial, then add contact details, site address, preferred contact method, notes, and useful tags such as Repeat, Referral, or trade type.
Owner, admin, or estimator · About 3 minutesStart from a system template or blank quote, select the customer, add quantities and pricing, check provincial tax, review scope and exclusions, then save a draft or send it.
Estimator · About 5-15 minutesInvite teammates, assign the correct access, connect your organization’s Stripe account, and link QuickBooks Online if it remains your accounting system of record.
Organization admin · About 30-60 minutesWorkflow guides
Each guide explains where the work lives, what to prepare, and what to verify before moving to the next stage.
Build the customer record that connects quotes, invoices, project history, and follow-ups.
Create a template-based quote, apply regional tax, and send a private review link to the customer.
Upload plan PDFs, review extracted quantities, investigate confidence flags, and convert approved takeoffs into priced work.
Create an invoice manually or convert an accepted quote, then send the customer a secure payment link.
Standardize repeat work and keep labour, material, equipment, and subcontractor pricing consistent.
Use text or voice to navigate, search customers, retrieve summaries, and keep stale opportunities visible.
The connected job path
Each completed stage supplies the context needed by the next, reducing duplicate entry and disconnected project records.
Roles and access
Use the least access needed for the job. Customers do not need a METIOR PRO account to review a quote or pay an invoice.
| User | Typical landing area | Primary work | Important access note |
|---|---|---|---|
| Contractor | Home | Customers, templates, and quotes | Core daily operating workflow |
| Pro user | Home or Dashboard | Blueprint AI, invoices, analytics, and premium tools | Plan-dependent features apply |
| Organization admin | Home | Invite users, manage pricing, Stripe, QuickBooks, and subscriptions | Keep integration credentials admin-only |
| External auditor | Blueprint review | Read-only review of takeoffs and bids | Customer personal information is restricted |
| Customer | Private quote or payment link | Accept or reject a quote; review and pay an invoice | No account required |
Admin integration checklist
Integration setup is organization-specific. Have the Stripe and QuickBooks administrators available, test with a low-value record, and confirm the result before enabling the workflow for the full team.
Troubleshooting
Start with the checks below. If the issue continues, record the page, time, user role, and exact error before contacting support.
Ways to get help
Include your organization name, the page involved, what you expected, and what happened. Do not send passwords, verification codes, or secret integration keys.
Open Help & Support from the authenticated app for FAQs, documentation links, and the support contact form.
Sign in to METIOR PROPress Cmd+K on Mac or Ctrl+K on Windows to ask “how do I” questions, find a page, or retrieve a business summary.
Browse workflow guidesUse email for account-specific questions, unexpected results, integration issues, or anything that needs investigation.
hello@metior.proDownload the screenshot-driven walkthrough covering public pages, login, customers, quotes, Blueprint AI, invoices, templates, settings, integrations, and support.
Download PDF · 15 MBFrequently asked questions
These answers summarize the client walkthrough guide. Feature access can vary by plan and user role.
A solo contractor can create an account and begin in under five minutes. A five-person organization configuring users, Stripe, and QuickBooks should allow about 30 to 60 minutes once the appropriate administrators are available.
Yes. QuickBooks Online can remain your accounting system of record. METIOR PRO connects customer and invoice workflows, supports scheduled synchronization, and provides a manual Sync Now option when you need a record sooner.
Payments go directly to the Stripe account configured by your organization. METIOR PRO generates the invoice payment experience, but your connected Stripe account controls the payment destination.
Nothing should be sent without human review. The extraction process cross-checks OCR references, dimensions, calculations, and confidence, then flags items that need attention. Your estimator remains responsible for scope, quantities, pricing, and the final quote.
No. It reduces repetitive administration and organizes the evidence behind an estimate. The estimator still controls assumptions, inclusions, exclusions, allowances, pricing, and approval.
No. Customers receive a private tokenized link to review and accept or reject a quote, and a separate private link to review and pay an invoice.
Yes. Existing line items, assemblies, labour assumptions, markups, common scope language, and exclusions can be adapted into reusable METIOR PRO templates during onboarding.
Yes. Owners, estimators, admins, bookkeepers, and auditors can be given access appropriate to their responsibilities. Integration settings and the central pricing library should remain limited to organization administrators.
Include your organization name, affected page, approximate time, user role, steps taken, and the exact error message. Add a screenshot if it does not expose customer data. Never include a password, one-time code, Stripe key, or other secret.
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