Glossary

Term	Meaning
Account console	The protected web area where you manage your account and organization settings.
Active organization	The organization EstimateSync currently has loaded for your session.
Appointment	A scheduled customer interaction you can manage and convert into a project.
Calendar Sync	Links your device calendar so appointments stay in sync.
Catalog	Your organization's library of saved item templates, ready to add to any room.
Contact	A saved or imported customer record used for lookup, project prefill, and appointments.
Customer	The person or business receiving an estimate, invoice, work communication, or appointment.
Estimate	The customer-facing proposal you send before work is sold or invoiced.
Invoice	The customer-facing billing document for sold work.
Item	A single unit of work inside a room estimate.
Item type	The calculation method an item uses (area per hour, length per hour, etc.).
Organization	The account or team boundary that owns shared work, members, settings, and data.
Owner	The organization role with full control, including team access workflows.
Project	The core EstimateSync record for a customer job — includes customer info, status, versions, totals, notes, payments, and sharing state.
Project Editor	The estimating workspace where you build rooms, add items, set pricing, review totals, and configure editor settings.
Repair/prep item	An item that adds labor and material cost without paint-gallon calculations.
Room	A configurable estimating area or surface group inside a project.
Room Defaults	Project-level defaults for room setup, dimensions, coats, and default items.
Team invite	A pending invitation to join a team organization.
Team member	A user who belongs to an organization with an assigned role and access boundaries.
Version	A project snapshot or sent version used for revision history.
Webhook	A configured integration endpoint for callbacks and external connections.
Work order	The crew-facing work scope shared after a project reaches the right status.

These terms are used consistently throughout EstimateSync documentation.