Your first Feldy project

The fastest way to understand Feldy is to complete a real project. In this guide, you will create a project, capture information from a jobsite, and use Feldy to generate your first estimate.

What you will do

You will complete five steps:

Create a project
Add the property and customer
Capture the jobsite
Tell Feldy what work needs to be completed
Generate and review an estimate

Before you begin

Make sure you have:

Created your Feldy account
Created or joined an organization
Installed the Feldy mobile app
Signed in to the mobile and web applications
Allowed Feldy to access your camera, microphone, photos, and location

If you have not completed these steps, start by creating your account.

Get started

Create a project

A project is the central place for everything related to a job. It contains the property, captures, measurements, estimates, documents, and other work associated with that opportunity.

Each project can contain:

Property and customer information
Photos and videos
Voice notes and instructions
Interior, exterior, and roof captures
Measurements
Estimates and proposals
Reports and project documentation

To create a project:

Select Create new deal.
Choose Residential or Commercial.
Search for and select the property address.
Enable any features you need for the project.
Optionally add customer information.
Optionally add deal information.
Create the project.

Once created, the project will appear in your organization and can be accessed by permitted team members.

Choose the property type

Select whether the project is:

Residential
Commercial

This helps Feldy configure the project for the type of property you are working on.

Add the property address

The property address is required when creating a project.Start typing the address, then select the correct property from the search results.The address becomes the primary location associated with the project and may also be used for property imagery, measurements, captures, and reports.

Enable project features

Organizations that perform roofing or exterior work may see an Enable features section.These features give the project access to additional capture and measurement workflows, such as:

Roof captures
Exterior captures
3D property scans
Roof measurement reports
Exterior measurement reports
Property models and measurement data

For example, select Roofing when the project requires a roof scan or roof measurement report.

The features available to you depend on your organization’s trade, configuration, and Feldy plan. Organizations that do not use roofing or exterior measurement workflows may not see this option.

Enabling a feature does not mean that you must use it immediately. It makes the related tools available inside the project when they are needed.

Add customer information

Customer information is optional when the project is first created.Select Add customer information to enter details such as:

Customer name
Email address
Phone number
Billing address
Additional contact information

You can create the project without a customer and add these details later.This is useful when:

A field representative is creating the project before speaking with the customer
The project begins from a property inspection
The customer information has not yet been confirmed
The office team will complete the project details later

Add deal information

Deal information is also optional during project creation.Select Deal information to add any available sales or project details, such as:

Deal name
Project type
Lead source
Assigned team member
Expected value
Project notes
Sales-stage information

You can leave this section empty and add or update the information later.

What is required?

To create the project, you only need to:

Choose Residential or Commercial
Enter the property address

Customer information, deal information, and additional project features can be added when relevant.

Feldy is designed for fast project creation in the field. You do not need to complete every field before capturing the jobsite.

After creating the project

Once the project is created, you can:

Capture photos and videos
Record a walkthrough
Add notes and instructions
Complete a roof or exterior scan
Request a measurement report
Generate an estimate
Invite other team members to review the project

The next step is to capture the property and the work being considered.

Step 2: Capture the kitchen

After creating the project, open it in the Feldy mobile app and use the project camera to document the kitchen.

Tap the purple camera button in the upper-right corner of the project to take a picture

Take a series of clear photos showing the cabinets and the surrounding work area. For this example, the goal is to give Feldy enough visual information to understand the existing kitchen cabinets and generate an estimate for refinishing them.

Photograph the full kitchen

Begin with wide photos that show the overall kitchen layout.Take photos from multiple corners of the room so Feldy can understand how the cabinet sections relate to one another.Make sure the photos include:

All upper cabinets
All lower cabinets
Cabinet doors and drawer fronts
Cabinet side panels
Islands or peninsulas
Pantry cabinets
Built-in cabinet sections
Trim, crown molding, and toe kicks
Areas around appliances
Countertops and backsplashes next to the cabinets

Do not rely on a single photo. One image may not show every cabinet section or existing condition.

Capture detailed photos

After taking wide photos, move closer and capture details that may affect the scope or price.Photograph:

Scratches, peeling finish, or worn surfaces
Damaged doors or drawer fronts
Cracks, dents, or loose cabinet components
Grease or heavy buildup
Existing hardware
Hinges and handles
Decorative panels or detailed trim
Areas that may require repair before painting
Difficult-to-access cabinet sections

These close-up photos help Feldy identify preparation, repair, and finishing work that may need to be included in the estimate.

Review the photos

After capturing the kitchen, open the project’s Photos section.Review the uploaded images and confirm that:

Every cabinet section being refinished is visible
Wide and close-up photos are included
The images are not blurry
Damage and existing conditions are documented
Unrelated photos are not selected for the estimate

You can open an individual photo to review it, add a label, leave a comment, save it, or delete it.Once the kitchen has been fully documented, return to the project.

Step 3: Generate the estimate with AI

After capturing the kitchen, return to the project and use Feldy to generate a draft estimate from the selected photos and your instructions.

Open the estimate builder

From the project’s Deal tab, select Create Estimate under Quick Actions.Feldy will ask how you want to build the estimate:

Build with Measurements uses an existing project measurement report to populate quantities.
Generate with AI creates an estimate from your instructions and selected project information.
Start from Scratch opens a blank estimate that you complete manually.

For this project, select Generate with AI.

Describe the requested work

In the Ask AI estimator field, explain what the customer wants completed.Write the instruction as you would describe the job to an estimator. Include the type of work, the areas included, the desired finish, preparation requirements, and anything that should be excluded.For this kitchen cabinet project, enter:

Refinish the existing kitchen cabinets shown in the selected photos. Include the upper and lower cabinet boxes, doors, drawer fronts, exposed side panels, trim, and toe kicks. Remove and label the doors, drawer fronts, and existing hardware. Protect the countertops, flooring, appliances, backsplash, and surrounding surfaces. Clean and degrease the cabinets, sand and prepare the surfaces, repair minor scratches and surface damage, apply bonding primer, and apply two finish coats of white satin cabinet paint. Reinstall and adjust the doors and drawers, install new customer-selected hardware, complete final touch-ups, and clean the work area when finished. Exclude cabinet interiors, major carpentry repairs, countertops, backsplash work, and replacement cabinet doors.

The more clearly you describe the requested work, the better Feldy can organize the estimate.A strong instruction should explain:

What is being repaired, refinished, replaced, or installed
Which surfaces and areas are included
The preparation required
The requested materials, colors, or finishes
Whether removal and reinstallation are required
Whether cleanup and disposal are included
Anything that should be excluded
Any conditions that should be verified before final pricing

You can write naturally. You do not need to format the instruction as a formal scope of work.

Choose the estimate source

Open the Estimate Source section to choose the project information Feldy should use.Available sources may include:

Photos
Documents
Job Walkthrough

For this example, select Photos.Feldy will display the images saved to the project. Select the kitchen photos that show the cabinets and the areas included in the proposed work.A purple checkmark appears on each selected image.Choose photos that collectively show:

The complete kitchen layout
All upper and lower cabinet sections
Cabinet doors and drawer fronts
Islands, pantry cabinets, and exposed side panels
Existing finishes and hardware
Damage, wear, grease, or peeling surfaces
Decorative trim and other details that may affect labor

Do not select unrelated photos from other rooms or exterior areas.Use Select all only when every photo in the project is relevant to the estimate. When the project contains unrelated images, select the kitchen photos individually.

Review the information Feldy will use

Before generating the estimate, confirm that:

The work description reflects the customer’s request
The correct kitchen photos are selected
Every cabinet section included in the work is visible
Unrelated photos are not selected
Cabinet interiors are clearly included or excluded
The requested finish and color are identified
Hardware replacement is included or excluded
Preparation, repairs, protection, and cleanup are described

Feldy combines these instructions and selected sources with your organization’s estimate configuration, pricebook, templates, and pricing rules.

Generate the estimate

Select Generate Estimate.Feldy will analyze the selected photos, interpret your instructions, and create a draft estimate for the kitchen cabinet refinishing project.The generated estimate may include work such as:

Protecting adjacent surfaces
Removing doors, drawer fronts, and hardware
Cleaning and degreasing
Sanding and surface preparation
Minor repairs
Priming
Painting cabinet boxes
Painting doors and drawer fronts
Refinishing exposed panels, trim, and toe kicks
Reinstalling doors and drawers
Installing hardware
Final touch-ups and cleanup

The exact output depends on the information provided and how your organization has configured its pricing.Once the estimate has been generated, the next step is to review the scope, quantities, line items, and pricing before sharing it with the customer.

Step 4: Review the generated estimate

Once Feldy finishes processing the request, the AI Estimate agent creates a draft estimate using the selected kitchen photos, your instructions, and your organization’s pricing configuration.The generated estimate includes:

A project-specific estimate title
A pricing option and total
Customer-facing line items
Scope descriptions
Quantities and unit pricing
Labor, material, preparation, and cleanup items
Allowances or assumptions identified by the AI

For this kitchen cabinet project, Feldy has generated line items for work such as surface preparation, minor repairs, cabinet refinishing, hardware installation, reassembly, and final cleanup.

Review the estimate

Scroll through the estimate and confirm that the generated scope matches the work discussed with the customer.Check that:

The correct cabinet surfaces are included
The preparation process is appropriate
Required labor and materials are present
Cabinet interiors and other excluded work are not included
Quantities and prices are reasonable
The estimate total matches the expected scope

You can enable or disable line items, add additional work, and adjust the estimate before presenting it to the customer.

The AI Estimate agent produces a working draft. Always review the scope, quantities, and pricing before sending the estimate.

Preview the proposal

Select Proposal at the top of the page to view the customer-facing version.The proposal organizes the estimate into a polished document containing the customer and company information, scope of work, line-item pricing, and total project price.Review the proposal, then select Send proposal when it is ready to share with the customer.You have now completed the core Feldy workflow:

Created a project
Captured the kitchen
Generated an estimate with AI
Reviewed the estimate and proposal

Getting started

Projects

Capture

Estimates

Quickstart