A step-by-step guide to setting up FMN for your trade business — from creating your profile to sending your first quote.
After signing up, complete your business profile with your business name, trade type and contact details. This information appears on your quotes, estimates and client portal. You can also add your logo and brand colours so every document you send looks professional. Visit Settings to customise your branding.
Projects are the hub for everything in FMN. Create a project for each job you are quoting or working on. Each project holds estimates, schedules, documents, costs, photos and client communication in one place. You can create a project from the dashboard or the quick-add button.
FMN's Smart Estimates tool helps you build quotes fast. Add line items for labour and materials, set your quantities and margins, and FMN calculates the totals automatically. You can save commonly used estimates as reusable recipes so you never start from scratch. Once your estimate is ready, you can send it to the client as a professional PDF quote.
The calendar view shows all your site visits, appointments and deadlines in one place. You can sync your FMN calendar with Google Calendar so your schedule is always up to date across your devices. Add events directly to projects so everything stays organised.
The document vault keeps all your plans, contracts, certificates and site photos in one secure place. Upload files directly from your phone or computer and attach them to the relevant project. Site photos are automatically sorted so you can find them later.
The client portal gives your clients a simple way to view project progress, approve quotes, see schedules and send messages. You control what they can see. It keeps communication in one place instead of scattered across text messages and emails.
Project costs lets you track actual spend against your estimates so you always know if a job is profitable. The money view shows your cash flow, upcoming payments and tax owed across all your jobs.
Skip the manual work
To create a quote in FMN, open a project or go to Estimates, click 'New Estimate', add your line items (labour and materials), set quantities and margins, and FMN calculates the totals. You can preview the quote as a PDF and send it to your client directly from the app.
Yes. FMN integrates with Google Calendar so your site visits and appointments sync automatically. Go to Settings, connect your Google account, and your FMN calendar events will appear in Google Calendar and vice versa.
Open a project, go to the Client Portal tab, and enable it. You can then choose what the client can see — estimates, schedules, photos and messages. Share the portal link with your client and they can view everything in one place without needing to log in.
Yes. FMN is a web app that works on any device — phone, tablet or computer. On iPhone, you can install the FMN app from the App Store. On Android, use the web app or install it as a PWA. Your data syncs across all devices.