Getting started

Before you start

You need: your website address (or your ABN if you have no website), and one quote you have sent a customer before, as a PDF, if you have one to hand. You do not need a credit card — the trial is 14 days and we do not ask for one.

1. Sign up

Five fields and a tick box. We show you your workspace address as you type your business name — yourname.cockatoomind.com/ — and you can change it before you commit. It is permanent. It becomes the address of every quote link you send, so pick the name your customers know you by.

Check your email and click the link. Nothing is built until you do. An unverified sign-up holds the address only until its link expires (24 hours); if you do not confirm, the address is free again.

2. Set your password

The link takes you to your own workspace to choose a password. We never see it — it is set on your workspace and stored there as a hash, not in any central account list.

Ten characters minimum. Use a passphrase; three unrelated words beat "Winter2026!" by a distance.

3. Get started (about three minutes)

After you choose your password you land on Get started. Give it your website address — or your ABN if you have no website — and, if you have one, drop in a quote you have sent before. Then press Set me up.

The assistant reads your website (only the address you typed, at most twelve of its pages, and never a page your site asks robots to skip), looks your ABN up in the public Australian Business Register, and reads the old quote. It then asks you at most three things:

• which windows and doors you make;
• about what a standard 1800 × 1200 two-panel sliding window costs, supplied and installed — worked out from your old quote when it can, so you may only need to say yes;
• whether that price includes GST.

Your prices come from that one number. Every rate in the workspace — every window and door type, both glass and colour lists, every price list (replacement, new building, Wintec) — is scaled by the same factor so your standard window comes out at your price. No AI invents a price: the scaling is plain arithmetic and you see the before and after.

Next you see one list of everything it would set: company details, logo and colour, your products, the scaled prices, payment terms from your old quote, a draft website. Untick anything you do not want, then press Approve all. Nothing goes live until you approve it, and any of it can be undone afterwards.

Within about three minutes of pressing Set me up you see what it set up:

• Your website draft, on plans with a website. Not published — you publish it when you are ready.
• A sample quote, priced with your new rates, with its PDF and drawings. It is marked as a sample, it is never sent to a customer, it does not count as your first quote, and you can delete it.
• Your mailbox address, for customer emails.
• What your customer sees when you send them a quote.

Each card has a Change with button that opens the assistant with what it did, so "make the sliding window $50 cheaper" or "use the darker blue" is one message.

The setup's AI comes out of a free, one-off allowance, not your monthly AI.

If you would rather do it yourself

Step-by-step setup (in the Console) is the same setup as five screens you fill in yourself. It is also where you go to change any of it later:

Company and branding. Name, ABN, phone, email, logo, accent colour. This is what your customers see on every quote and every email.

Pricing basics. GST inclusive or exclusive, rounding, and your base rates per product type. There are placeholder Australian rates to start from but they are not your numbers — a quote priced from someone else's rates is worse than no quote. Two ways to work:

• Margin mode — set a rate per square metre and a margin. Simpler.
• Cost of production — enter what a job actually costs you (aluminium, glass, hardware, labour) and a margin on top. More setup, much better visibility.

You can switch later; nothing is lost.

Glass and colour. Tick what you actually offer. Everything you leave off stops cluttering the quote screen for the rest of the year.

Invite your team. By email. Two roles:

• Admin sees every quote and every setting.
• Sales sees only their own quotes. That is enforced on the server, not just hidden in the interface.

Each person gets their own login. Please do not share one — the activity log is only worth having if a name means a person.

Your first quote. The last step opens a new one.

4. Quoting

Create a quote, add the openings, and price it:

• Openings. Type, width, height, quantity, glass, colour. The drawings are generated from real extrusion data, so what your customer sees is what you would fabricate.
• Auto Price. The server prices it — always the server. An on-screen estimate while you type is a convenience, never the number on the quote.
• PDF and public link. The link opens on any phone with no login. Your customer can read it, ask a question, and accept it.
• Acceptance. They accept online. If you have connected your own Stripe account (Console → Settings → Stripe Payments) they can pay a deposit at the same time; the money goes to you, not through us.

5. On site, on a phone

There is nothing to install. The workspace runs in the browser on a phone or tablet: open your workspace address, sign in with the same email and password, and measure, photograph and sketch on the same quotes the office sees.

6. Things worth knowing on day one

Your data is yours and you can take it. Console → Data gives you a complete archive that restores into a standalone installation of the underlying software. Not a CSV summary — the whole thing. We think being easy to leave is part of being worth staying with.

The trial ends; the workspace does not vanish that day. At the end of the trial the workspace becomes read-only until you subscribe: every quote is still there, you can still read and export everything, and quotes you already sent can still be opened and accepted by your customers. It stays read-only for 30 days, is then suspended for 30 days, is then closed, and 30 days after that its data is deleted — the exact clocks are in the terms of service. Subscribing at any point before deletion restores full access with nothing lost.

Allowances. Each plan includes a monthly amount of AI actions, size-from-photo estimates, SMS and storage. Console → Account shows where you are. They reset on the first of the month, Sydney time.

AI is optional, and it leaves the country. The AI features send text — and, for size-from-photo, the image — to a provider outside Australia. Every AI feature is something you choose to run; nothing runs it for you. AI is included or excluded by plan, and if you do not want it in your workspace at all, ask support and we will switch it off for you.

We cannot read your quotes casually. If you ask us for help and we need to look, we open a support session: you are emailed when it is opened, and everything we do lands in your own activity log against the operator's name.

7. When something looks wrong

Console → Health is the first place to look. It checks PDF rendering, the email queue, SMS, scheduled tasks and storage, and tells you which is unhappy.

Console → Activity is the second: every email, every SMS, every quote view, in one list. "Did they get it?" is usually answered here.

Then email [email protected] with the workspace name and roughly when it happened. Our end keeps a detailed log against the exact request, so a time and a quote number is usually enough to find it.

Quick reference

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