> ## Documentation Index > Fetch the complete documentation index at: https://docs.x.build/llms.txt > Use this file to discover all available pages before exploring further. # Quick start > From a new account to your first published proposal, step by step. ## Your first proposal Create your account, put your company's identity and pricing in place, bring in your team and tools, then run your first job through a project and publish it. Company admins do steps 1–4 once; after that, every job is steps 5 and 6. ### 1. Sign up Sign up at [my.x.build/signup](https://my.x.build/signup) or in the XBuild mobile app — it's the same account, and the same login works on both. If your company already uses XBuild, ask an Administrator to invite you instead; accepting the invite creates your login and lands you in the right Location. ### 2. Set up your business profile Your [Business Profile](/features/business-profile) — company name, phone number, address, logo, and brand colors — appears on every proposal, so set it before your first job. Two more Settings areas pay off immediately: * **[Pricing & Profit](/features/pricing-and-profit)** — labor rates, default margins, taxes, and deposit rules. The AI prices every estimate from these. * **[Component packages](/features/component-packages)** — the reusable material-and-labor assemblies the AI builds retail estimates from. XBuild ships starter templates you can copy and customize. If your company runs more than one physical branch, set up each [Location](/features/locations) — each carries its own team, packages, and settings. ### 3. Invite your team Open the **Members** tab and invite your estimators, sales reps, and office staff (you must be an XBuild Administrator to invite or remove members). Each active or pending member occupies one [member seat](/features/member-seats), and their [role](/features/members-and-roles) decides what they can change: Administrators manage Settings and billing, Members run jobs. ### 4. Connect your tools Under **Settings → Connectors**, an Administrator links your CRM, photo documentation, supplier pricing, measurements, and accounting once for the whole account. Most connectors require an XBuild Pro plan or higher (each connector's page notes its requirement); see the [connectors overview](/connectors/overview). ### 5. Create your first estimate Every job is a [project](/platform/projects-overview), and the AI estimator is a tab on the project page. From Home: 1. Click **Create an estimate or proposal**. (Pick **Start a new project** to set the job up first and open its **Estimator** tab later.) 2. Choose **New estimate**, then fill in the project name — typing searches your [contacts](/platform/contacts) — the address (pick from the suggestions), and a description of the job. Attach photos if you have them. 3. Click **Start estimating**. The project opens on its **Estimator** tab with the AI ready to chat. Describe the job in plain language — the trade, the property, what happened, what you want to sell — and give the AI whatever you have: * **Photos** — uploaded or captured in the [mobile app](/mobile-app/capturing-photos-and-video); the AI scans them for scope, titles, and descriptions. Anything already on the project is used automatically. * **Documents** — measurement reports and carrier estimates are read automatically, and their numbers flow into the scope. * **Answers** — the AI asks clarifying questions rather than guessing. The AI assembles a scope from your packages and pricing settings and renders a proposal you can preview and edit; every save is a new version. See [Creating an estimate](/features/creating-an-estimate) for the full walkthrough and [How the AI works](/introduction/how-the-ai-works) for what's happening underneath. If your team runs inspections, attach a [checklist](/features/checklists) from the project's **Overview** tab — its photos land in the same album. ### 6. Publish and send Click **Publish** to generate the shareable link and PDF, then view, download, print, or email the proposal from the post-publish panel. See [Publishing your proposal](/features/publishing-your-proposal), [Processing times](/features/processing-times) for when insurance deliverables arrive, and [What your customer sees](/features/what-your-customer-sees) for the homeowner's side — including [e-signatures](/features/e-signatures-and-authorization) and [deposits](/features/deposits-and-getting-paid). ### 7. Where to go next * **[How tokens work](/plans-billing/how-tokens-work)** — what AI usage costs and how to watch your balance. * **[Mobile app getting started](/mobile-app/getting-started)** — from fresh install to first estimate on your phone. * **[FAQ](/introduction/faq)** — the questions everyone asks in week one. For further assistance, contact XBuild Support at [support@x.build](mailto:support@x.build).