Help & Support
Training & Onboarding
Get up to speed with quick-start guides, live sessions, and tutorials.
Quick start
- 5-minute product tourA guided walkthrough of the lifecycle from scoping to delivery.Start tour →
- First-week checklistThe handful of steps that get your firm ready to win work.Open checklist →
Live sessions
- Weekly office hoursBring your questions to a live session with the ooLEO team.Reserve a seat →
- Guided onboarding sessionA one-on-one setup session for new firms.Book a session →
Role-based tutorials
- Estimator tutorialHow estimators scope opportunities and prep numbers in ooLEO.Watch →
- Owner & admin tutorialManage the firm profile, users, billing, and approvals.Watch →
Proposal workflow guide
- End-to-end proposal workflowFrom a matched opportunity to a submitted proposal, step by step.Open guide →
Company setup
- Company setup resourcesFirm details, qualifications, licenses, and bonding — what to add and why.Open resources →