The Skipp portal
The Skipp portal is where you'll manage all your projects, from design to purchase order. You can create projects, quote pricing, and share proposals in the portal.
The Skipp portal is a website, usually yourcompanyname.skipppartner.com (or workspace.skipppartner.com if you're on the generic portal).
You'll need an invitation to sign up for the Skipp portal. Learn more here.
The Skipp portal is what you'll use to create and edit projects, estimate jobs, and generate purchase orders.
Here's where to find everything:
When you first log in to the Skipp portal, you'll land on the dashboard. This is where you can find your projects, create new projects, and start quick estimates. Learn more about the dashboard here.
When you create a new project, you'll land in the task list. The task list outlines every step you need to take to complete a project in Skipp. Learn more about the task list here.
The project workspace is where you'll see your proposal and pricing, as well as select materials for your design. Learn more about the project workspace here.
When you're in the project workspace, you can navigate to different sections of the project using the sidebar:
- 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
If you haven't already, sign up for your account. Then start touring the portal, starting with the dashboard.
