GETTING STARTED

How to create a project in Skipp

3min
the best way to learn is by doing, so let's create a test project in just 20 minutes log into the the skipp portal docid\ a6snaozmnu he3pknd4un and follow along with the video or written instructions below create a new project log in to the skipp portal click the create a new project button enter information for a test project make sure to include "test" in the title of your project! creating a project in skipp docid 69gsg42jn3ot5x4xtdgrp enter project details you'll be taken to the project task list docid\ gg2b k5tj8wr1lkxb1byt the first task listed will be enter project details task click the enter details button click on each section of the renovation questionnaire and fill it out once all parts were completed, click the submit button select a design palette and materials the second task is select a design palette task click the select palette button first, select a vendor and product line you'll then be prompted to select a design palette click on a palette to select it customize your design selections once you select a palette, you'll be taken to the project workspace docid\ diit81qs6gcgsk765blkt here you'll be able to choose materials docid\ af1mt7rly2itb8dxv8gtt for your design next to each material cabinetry, appliances, etc you'll see recommended options and a select from library button choose one of the recommended options or click the select from library button you'll be prompted to select materials from the library after making changes to the design selections, always click save at the top of the screen to lock in your changes update your estimate details scroll up the page to the price summary to create an estimate for this project the prices you see here are based on the materials you selected above and the how to estimate using skipp docid\ uaky1exfon avfd4 ewa make edits to the layout to update your estimate click on one of the layout options to select it decide whether to include an island by toggling on/off select whether the cabinets are short or tall (the exact heights vary based on are based on the "short" vs "tall" options for that input the approximate linear footage of cabinetry(including the length of the island if applicable) toggle flooring on/off and adjust square footage (optional) finalize the estimate there are several changes you can make before sharing this estimate with a customer first, click the edit button click on the carrot next to the category name to expand it and show sub items click the toggle next to an item to remove it from your quote click the eye icon next to an item to hide it from your quote (it'll still be included in the total) click into a number and type in a number to override a line item click on the calculator icon to calculate cabinetry margins make sure to save any changes! provide measurements the third and final task in the project workspace docid\ diit81qs6gcgsk765blkt is provide measurements you can either choose to upload plans or take a scan of the space with the skipp 3d app for now, just click upload files and practice uploading any file if you'd like to practice using the skipp 3d app, the skipp 3d app docid\ a7cdimurh4n3pwue9 wtr congratulations, you created a test project! for a real project, you would now confirm the project for processing since this is a test project, please don't submit if this were a real project, you'd receive a proposal docid\ zfwy5tvcwx0zcvo0 pi6h from skipp within a few days of submitting the project you would then make revisions docid 9xkhnidghnh5wmscbupz6 the design, create a edit price estimates and quotes docid\ l4 ar9y ordjrxew34vo8 , share with the homeowner docid\ wbx3n0 yrkn3w9kgiwkig a proposal with the homeowner, and eventually generate a p o docid 0arkrqd5gu4d6nc4klvte if this was a real project, the next steps would be receive a what's included in a skipp proposal from skipp make make revisions docid 9xkhnidghnh5wmscbupz6 to the design generate a generate a p o docid 0arkrqd5gu4d6nc4klvte for the project what's next? learn more about what to expect in a receive a proposal docid\ zfwy5tvcwx0zcvo0 pi6h