Getting Started

Orientation for the end-to-end workflow — from account setup and your first project through documents, components, pricing schedules, estimates, schedule, Assistant, and workspace settings.

Overview

Quick orientation

This page mirrors the User manual. Use the map below to see how steps group together, then open each guide for videos and detail.

End-to-end flow

Same sequence as the User manual— eleven steps from onboarding to profile settings.

Each card groups related steps. Follow links in order for a typical first project.

First-time setup

Account, workspace, and your profile.

  1. OnboardingSignup and landing in DesignOps
  2. Profile settingsPersonal preferences

Core project flow

From project creation through documents, components, pricing, estimates, schedule — then Assistant when you want AI help.

  1. Create projectName, customer, owner, project type
  2. Document uploadDrawings, CAD, specs; classify and extract
  3. ComponentsExtractions by trade, AI takeoff, parts catalog
  4. Pricing scheduleSections, costs, markups, render estimate
  5. EstimateClient-ready quote from pricing
  6. ScheduleTasks and phases; AI from estimate
  7. AssistantAsk about documents, quantities, and standards

Workspace & account

People, organisation, and access.

  1. Team settings
  2. Organisation settings
  3. Profile settings
Full manualOpen user manual

Prerequisites

  • New to Aginera: complete Onboarding first (signup, workspace, and landing in DesignOps).
  • Already have access: an Aginera account with access to a workspace, permission to create projects and upload documents, and a sample set of drawings or files when you run through upload, components, and pricing.

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