User manual

Step-by-step videos for the main app workflow — onboarding through documents, pricing, estimates, schedule, Assistant, and workspace settings.

Overview

Use this section as the user manual for the core product flow.

Steps

  1. Onboarding — signup, workspace, and landing in DesignOps
  2. Create project — name, customer, owner, project type
  3. Document upload — drawings, CAD, specs; classify and extract
  4. Components — review extractions by trade, AI takeoff, parts catalog
  5. Pricing schedule — sections, costs, markups; render estimate when ready
  6. Estimate — client-ready quote from your pricing schedule
  7. Schedule — phases and tasks; optional AI from estimate
  8. Assistant — AI Q&A on documents, quantities, and standards (usable anytime; covered here after Schedule)
  9. Team settings — members, roles, and project access
  10. Organisation settings — workspace-wide preferences and billing
  11. Profile settings — your account and personal preferences

Notes

  • These pages are designed to embed YouTube unlisted videos. Replace the placeholder video IDs on each step page.