Welcome to PlanUpPro!
Get started in 3 simple steps
Set up your profile
Add your company name, logo, and contact info — it will appear on every quote
Add your first client
Save client details so they auto-fill in your quotes and invoices
Create your first quote
Speak or type a job description — AI turns it into a professional quote in seconds
Dashboard
Welcome back! Here's your overview.
Total Quotes
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Accepted
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Pending
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This Month's Revenue
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Total Invoices
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Paid
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Overdue
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Invoice Revenue
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Recent Quotes
View all| Quote # | Client | Description | Total | Status | Date | Actions |
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Recent Invoices
View all| Invoice # | Client | Description | Total | Status | Date | Actions |
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