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Short answers to the questions owners ask most, grouped by situation. For step-by-step instructions, follow the links in each answer.

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Getting started

Most owners publish a Book to Live within a few days. The path is: create a Book, review the draft, answer questions, calibrate with example jobs, verify the statements, publish to Test first, then publish to Live. See Your situation for a walkthrough matched to how you price today, or the quickstart for the 10-minute version.
Test is your free sandbox — you can draft, review, calibrate, and try sample quotes without any real customer data. Live is where real customers and data live. A Book cannot send real quotes until you publish it to Live. You can switch between them from the environment indicator in the top bar. See Test and Live.
Choose by how you price today. If you have a price list — spreadsheet, PDF, photo, or website — use Import existing pricing. If you have nothing written down and no idea where to start, use Help me design my pricing. If you know what a job should cost from experience, use Explain how we quote. The Your situation pages walk you through each choice with examples.
No. The whole product is designed for owners who run a shop, not for IT. Every step in the docs shows what you should see when you did it right, and a “stuck” section if something does not match. Start from Your situation and you will be guided through each step.

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Books

A Book is the complete, verified record of how you price — plain-language rules extracted from your material or your answers, reviewed by you, calibrated against example jobs, and verified statement by statement. See Book overview.
Yes — you can upload a spreadsheet, PDF, or photo, or paste text. Kordless extracts the pricing into plain-language rules, and you review every rule before it can go anywhere. The extraction is transparent: every rule shows where it came from. See Import pricing and Provenance and authority.
Yes. Two paths work without any price list: Help me design my pricing builds a first Book from a short interview, and Explain how we quote captures how you price from memory. Both produce a draft you can correct before it ever reaches a customer. See Start with no price book and Quote from experience.
Open the Book and start a change. You will see a proposal, review and calibrate it, check the impact preview, and publish it. Customers keep seeing the Live version until you publish the changes. See Update the Live Book.
Quotes keep the Book version they were created from, with a pinned derivation you can replay. Existing offers are not silently re-priced by a new Book version. See Versions and replay.

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Quotes and customers

The Book calculates the offer deterministically from the customer’s requirements and your verified rules. Every quote shows the derivation — the rule-by-rule table of how the amount was produced — and can be replayed exactly. Kordless proposes; you approve, adjust, or decline. See Quotes overview and Understand outcomes.
Open the quote and adjust it. You can correct the price, and if the Book has a wrong or missing rule, a learning proposal is created so the Book improves. You are always in control of what the customer sees. See Approve or correct.
Yes. You can send a hosted quote link, embed the quote flow on your website, or use the API. The customer enters their requirements and receives an offer, with the derivation shown. See Customer surfaces.
You can mark it It depends or I would not quote this remotely during calibration, so those jobs route to review or an in-person inspection instead of producing a price. See Calibrate scenarios and Understand outcomes.

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Commitments, holds, and deposits

A hold keeps an offer open for a time window. A booking is a confirmed reservation of time. A deposit is a payment the customer makes to confirm the booking. A Commitment records the accepted offer plus whichever of these apply. See Holds, booking, and deposits.
A hold expires at the deadline you set. When it expires, the offer is released — the customer can no longer accept it at that price. See Expiry, release, and handoff.
No. Deposits are optional and per-quote. If you prefer plain bookings or just holds, you can use those instead. See Holds, booking, and deposits.
Kordless records the commitment state and hands the result to your operating systems — it does not schedule the job, send invoices, or track the work. That is your boundary. See After commitment.

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Billing and access

Pricing depends on your plan. You can see plans and manage billing in Usage and billing. You can try the full workflow in Test before deciding.
Yes. You can invite people and control what each one can do — administrators and members have different permissions. See People and access.
Yes. Each business is an Account, and you can connect them to one portfolio. See Accounts overview.

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Data and privacy

Your pricing knowledge belongs to your workspace. Kordless handles data with standard security practices — see Data and privacy for the details.
See Data and privacy for the current handling of your data, including how pricing material and customer information are used.
Kordless extracts, proposes, organizes, and explains — it reads your material, drafts rules, suggests prices, and shows the derivation. You review, verify, approve, and publish. Nothing reaches a customer without your authority. See AI capabilities and limits.

Troubleshooting

Errors and symptoms, with recovery paths.

Glossary

Book, Quote, Offer, Commitment, and every other term.