Use one clear path: intake, builder, worksheet, then proposal. Assemblies, price book, and blueprint stay secondary unless the estimate truly needs them.
Capture enough customer info to open the estimate without getting stuck in admin work.
Load sections and assemblies first, then only add manual items for field conditions.
Reference reusable scope only when Builder needs another starter or comparison.
Check pricing support only when worksheet review exposes a real gap.
Use product and workflow notes only when the build path needs clarification.