Embark on your next window and door installation project with WindSketch by following this straightforward guide. Creating a project in WindSketch is simple and intuitive, allowing you to design and manage your projects efficiently from the ground up.
Step 1: Start from Your Dashboard
Once you've logged into your WindSketch account, locate the "Create Project" button at the top of your dashboard. Clicking this button is your first step towards bringing a new project to life.
Step 2: Name Your Project
Upon clicking "Create Project," a window will appear prompting you to name your project. Enter the desired project name in the "Title" field and click the "Accept" button to proceed.
Step 3: Access the Floor Plan Editor
You'll now find yourself in the floor plan editor, which defaults to representing the first floor of the building you're designing. Start by entering the name of your plan (e.g., "First Floor") in the top-left corner.
Step 4: Draw Walls
Navigate to the left-hand menu and select "Make Walls." Use this tool to draw the walls of your first floor, shaping the basic structure of your project.
Step 5: Add Doors and Windows
Next, select the door and window icons from the same left-hand menu to place doors and windows on your plan. Arrange these elements as desired to match your project's specifications.
Step 6: Designate a Main Door
Right-click on the door you wish to set as the main entrance and select "Set as Main" from the context menu. This action organizes all elements in a clockwise order, using the main door as a reference point.
Step 7: Utilize Advanced Features
The right-click menu also offers additional features such as adding images, notes, or grids from WindSketch's extensive library, enriching your project with detailed information and visuals.
Step 8: Add More Floors
If your project spans multiple floors, go to the bottom-left corner of the editor and click the "+" icon to add another floor. Repeat the design process for each new floor.
Step 9: Finalize and Assign
Once your plan is complete, click the "Back" icon in the upper-left menu to return to the project menu. Here, you'll see your new project listed under the "Opened" section. Assign a client to your project to keep your projects organized.
Step 10: Explore Project Options
Click on the three dots on your project card to access additional options such as Overview, Discount, Estimate, Add Services, or Move to Trash, providing comprehensive control over your project management.
Conclusion
Creating a project in WindSketch is designed to be a seamless experience, empowering window and door installers with the tools they need for precise planning and efficient project execution. With these steps, you're well on your way to designing, estimating, and managing your installation projects like never before.
Welcome to a smarter way to manage your window and door projects with WindSketch.
About James Miller
James Miller works as a Customer Support Specialist at Windsketch, a software company for the window and door industry. With a knack for problem-solving and a deep understanding of Windsketch's products, James efficiently resolves client issues, ensuring they get the most out of their software. His technical skills and customer-focused approach have made him a valuable asset to both Windsketch and its customers.