Quote & invoice
Generate branded proposals in minutes. Close the job, then issue the invoice from the same record — no external tools.
A guided workflow that runs from an approved quote through the client interview, onsite inspection, take-offs, funding models, compiling, and invoicing — all on one set of data, with nothing re-keyed at any step.
The Builder walks your team through each phase in sequence so nothing falls through the cracks — and every piece of data collected at one step flows automatically into the next.
Generate branded proposals in minutes. Close the job, then issue the invoice from the same record — no external tools.
Capture client-supplied data — current balances, contributions, recent work, and decisions — directly into the study before the site visit.
Notes, photos, and component data captured on the device during the site visit and synced immediately into the study — no re-keying back at the office.
Standardized component catalogues and take-off tools keep measurements consistent across your team and pull directly into the funding model calculations.
Five standard funding models generated automatically once components are set. Cycle through them or enter manual contributions for custom scenarios.
Pick the template and jurisdiction — the study compiles with your verbiage, tables, calculations, and branding. White-labelled output; Stelor doesn't appear anywhere in the report.
The site inspection app puts notes, photos, and component data into the right place the moment you record them — and syncs straight to your study builder, so nothing gets re-keyed later.
Reusable templates, integrated inspection data, and automated calculations turn report preparation into review instead of reconstruction. Tailor the output by region, audience, or format — all under your own branding.
Once your components are set, Stelor builds the standard models for you — the same logic you'd apply by hand, just automated. Cycle through them and see how each performs, with optional manual contribution inputs for custom scenarios.
Compiling isn't a drag-and-drop template. The verbiage, tables, formatting, and calculations are built to your firm's standards. The same builder produces an HOA reserve study, a non-HOA study, a capital needs report, or a BCA. Pick the template and jurisdiction, and it compiles. Later, a guided wizard turns a Level 3 update into a sub-20-minute job.
Whether you're a solo reserve specialist or running a team at an engineering firm, the Builder streamlines every phase — from the first site visit to the signed-off report.
Book a 30-minute demo and we'll walk through the full workflow — from quote to compiled report — using a study like yours.