Docs / Quotes & jobs

Job address and site data

Overview

Most jobs happen somewhere other than your shop. When you put the job address on a job — where the work actually is, not the customer's billing address — two things change. Setell prices that job for its local labor market instead of your home region, and it looks up what public building records say about the property so you have a starting size to work from.

The second part is an estimate, and Setell says so. It is there to save you typing, not to replace your own measurement.

Steps

Open the job and find the Job site card in the right column.
Click Add, type the address the way you'd write it on an invoice — 11 Advantage Ave, Omaha, NE 68106 — and click Save.
Setell confirms the market it's pricing for, e.g. "Priced for Omaha-Council Bluffs, NE-IA."
Leave the field empty and save to remove the address.

You can also just tell Setell in Studio: "the Henderson job is at 11 Advantage Ave in Omaha." Customers can fill it in themselves on your intake form, and Setell picks it up automatically when an email mentions where the work is.

What happens next

Pricing follows the job. A cold-start quote uses that location's labor rates. When Setell adjusts a number for geography it tells you so on the quote — "Job-site region: labor in Omaha-Council Bluffs runs ~7% above the national average." If you already have your own history for this kind of work, your own numbers win — geography only fills the gap before you've built that history.
Site data appears when it's available. If public records have the building, a Site data card shows the footprint with its source and how confident the match is. It feeds the next quote draft as background, the same way an attached drawing would.
Nothing here is shown to your customer.

What site data can and can't tell you

Footprint is plan area — the outline of the building seen from above. It is not roof surface. A pitched roof has more area than its footprint.
It can't see pitch, condition, or access.
Match quality is shown honestly: Good match means the address landed directly on a building; Rough match means Setell found a structure nearby and it may be the neighbour's.
Confirm before you quote from it. These are public-record estimates, marked Estimate on every row.

Troubleshooting

No Site data card. Setell either found no address match, no building on record (structures under about 450 sq ft aren't included), or the public data service didn't answer. Re-saving the address tries again.
The number looks wrong. Check the match quality on the card. A Rough match may be a neighbouring building. Trust your own measurement over it — that's what it's for.
New construction is missing. Public building records lag; a recently built property may not be in them yet.
It says the wrong metro. Make sure the address includes city, state, and ZIP. Setell resolves the most specific thing it can — ZIP first, then city and state, then state.

FAQ

Is this a replacement for a roof report? No. It's a starting number so you're not typing from scratch. If a job needs certified measurements, order the report you always order and attach the PDF to the job — Setell reads it and drafts from it.
Do I need the address? No. Everything works without it; you just get your home region's pricing and no site data.
Does the customer see it? No. The address, the site data, and the pricing reasoning are all operator-only.
Why is my quote priced for a different city than my shop? Because the job is there. That's the point — you're quoting work in that market, not at your address.

docs/quotes/create-job · docs/autonomy/pricing-analyst · docs/insights/your-patterns

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