PORTAL OVERVIEW

Project workspace

8min

The Project Workspace is where you can create a price quote, select materials for your project, view your design and plans, share with the homeowner, generate a P.O. and more. It's the one place where you can find everything for your project.

How to find the workspace

You can reach the project workspace list at any time by clicking on the Workspace section from the lefthand side bar.

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What's included

The Project Workspace is where you can see and edit all available information about your project. When you open the Project Workspace, you'll land in the Workspace and you can navigate around using the sidebar:

Workspace

This is the editing space for your project. It takes up most of the page (see area outlined in red) and will include different items based on your project's progress:

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Tasks

If you have any outstanding tasks, they'll appear at the top of the Workspace. You can also find tasks in the Tasks tab in the sidebar.

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Layout and price summary

If there are no tasks, the first thing you'll see on the Workspace is the layout and price summary section.

There are two parts to this module: on the left side, you'll see the proposal details. On the right side, you'll see a price summary and cabinet list.

Proposal Details

The proposal details on the left side of this module will look a little different depending on the state of the project. If this is a new project, you'll see the layout and mood board here.

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If you've already received a proposal for this project, it will appear here instead of the layout.

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Price Summary and Cabinet List

The right side of this module will always show a Price Summary, which is where you can edit pricing. After you receive a proposal, you'll also see a Cabinet List where you can preview the cabinetry that will be on your P.O.

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Materials

At the bottom of the Workspace, you'll be able to change your design palette and select materials. Scroll down to see options to select different material types, including cabinetry, hardware, surfaces, and sink and faucet.

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Sidebar

You can navigate to different sections of the project using the sidebar:

  • The Details tab shows your answers to the renovation questionnaire
  • The 3D Scan tab shows the 3D scan you took for the project (if applicable)
  • The Files tab shows any files for this project, like the proposal PDF
  • The Tasks tab will show you what steps you still need to complete for this project
  • The Support tab is where you can send and receive messages from Skipp
  • The P.O. tab is where your purchase order will appear after you request one
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What's next?

You're ready to start a project in Skipp! You can also learn about the Skipp 3D app.