ArchiBoard: Feature Guide

Common tasks: where to start

I want to… Where to go Transfer a finished estimate from Google Sheets or Excel Estimates → "Import" → paste a link to the table or upload a file (section 4.1) Quickly create an…

1. Getting Started

Why. To see the system with a ready-made project before transferring your own data. How to do it. On the website, click "See the demo without signing up" to view the project…

• 1.1 Registration and Demo
• 1.2 First Steps: "Get started"
• 1.3 Plans and Promo Codes
• 1.4 How to Cancel a Subscription and Downgrade to Free

2. Projects

How to. Home → "New Project" → name, city (suggested as you type, country will auto-fill) and your studio's role in the project. Everything else is in the project settings. Good…

• 2.1 Creating a Project
• 2.2 Home: All Projects and Tasks
• 2.3 Project Team
• 2.4 Rooms
• 2.5 Project Timeline
• 2.6 Project Finances
• 2.7 Activity Feed and Undo Actions
• 2.8 Project Files
• 2.9 Agreements — coming soon
• 2.10 Client Portal

3. Estimate

The estimate is the main working screen. In "Estimates", you can see the estimate for the entire project by room. Each room in "Rooms" has its own estimate with the same tools…

• 3.1 How to view the estimate
• 3.2 Adding items
• 3.3 Working with rows and bulk actions
• 3.4 Price, markup, and profit in the row
• 3.5 Quantity, packaging, and reserve
• 3.6 Item statuses
• 3.7 Alternatives
• 3.8 Vendor & payment
• 3.9 Rescheduling delivery date
• 3.10 Measurement and acceptance

4. Importing estimates

Why. Transfer a ready-made estimate in minutes, instead of retyping it manually. How to do it. Estimates → "Import". Upload an Excel, CSV or PDF file, or paste a Google Sheet…

• 4.1 Estimate from Google Sheets, Excel or PDF
• 4.2 Supplier quote
• 4.3 Receipts, invoices and quotes in bulk

5. Exporting an estimate for a client

Why. To send a neat document to your client: only the necessary rooms or items, with or without prices. How to do it. If not all items are needed, check the boxes next to them…

6. Tasks and Automatic Prompts

Why. No need to keep track of what to do next: the system automatically creates tasks as the project progresses. How to do it. Project → "Timeline" → "Mode" switch: "Board" (tasks…

7. Catalog, Wishlist, and Suppliers

Why. To search for products across all saved items and store websites, rather than through a dozen tabs. How to do it. Catalog → select a section (16 sections: furniture…

• 7.1 Catalog
• 7.2 Wishlist
• 7.3 Suppliers

8. Web Clipper

Why. Save a product to a project directly from a store page, in one click. How to do it. In the "Web Clipper" menu → "Install from the Chrome Web Store". Currently, the extension…

9. AI Assistant

Why. Quickly find out something about a project or assign a task using natural language. How to use. The "Open the AI assistant" button in a project or on the main screen (on the…

10. Notifications and Calendar

Notifications. Profile Settings → "Personal" → "Notifications" block: emails and Telegram messages about task status changes, client-rejected items, etc. Calendar. Profile…

11. Settings and Guided Tours

Profile Settings (in the bottom menu): "Personal" — name, photo, contacts, password, notifications, "Restart tour", "Delete account"; "Professional" — role, studio, logo for…

12. Languages, Currencies, and Websites

The archiboard.ru and archiboard.design websites work with the same account. The interface is available in 8 languages: Russian, English, German, French, Italian, Spanish…