Get your ArcSite account ready to create and send estimates on the Estimate plan. The 15 video tutorials in this article cover each setup step in order. Parts 1 through 9 take place on the ArcSite User Site, the web-based back office where you set up your account, products, and proposal templates. Parts 10 through 13 take place in the ArcSite app, where your team creates drawings and sends proposals in the field, and Part 14 shows what your customer sees. Watch the videos in order, or go directly to the section you need. The FAQs section at the end answers common questions.

Set up your company account on the ArcSite User Site before you create your first estimate. These videos walk you through adding your company name, address, logo, brand colors, and team, setting your margins and discounts, creating Field Data questions to capture job details in the field, setting up tax rates, deposits, and payment schedules, and turning on eSignatures for your proposals.

This video introduces the two parts of ArcSite you use on the Estimate plan: the User Site, where you set up your account, and the ArcSite app, where your team draws and sends proposals in the field.

In this video, you will add your company logo, brand colors, company name, and address on the ArcSite User Site so they appear on your proposals, and invite your team members by email.

In this video, you will set your pricing rules on the ArcSite User Site, including the product margin ArcSite uses to calculate prices, the minimum project margin that warns your team when a proposal drops below it, and standard discounts your team can apply in the field.

In this video, you will create Field Data questions on the ArcSite User Site so your team can capture job details like gate codes and project notes in the field, using question types such as text, yes/no, drop-down, date, and file attachments. You can also include Field Data answers on your proposal.

In this video, you will set up tax rates and payment schedules with deposits on the ArcSite User Site, learn how ArcSite Payments lets you collect card payments and offer financing, and turn on eSignatures, which are included in the Estimate plan. If you plan to use ArcSite Payments, start the application early, since the approval process can require additional documentation.

Build your product library and proposal template on the ArcSite User Site before you start quoting. These videos show you how to organize products into categories so your crew can find them quickly in the app, set product pricing, add photos, videos, and documents such as spec sheets to your products, and build and publish the proposal template your customers receive.

In this video, you will organize your product library into categories on the ArcSite User Site, where the order you set is the order your team sees in the app. You also create a product by choosing how it's drawn: as a line, wall surface, area, volume, shape, or with no visual for items like labor or permits.

In this video, you will finish setting up a product on the ArcSite User Site by choosing input or calculated pricing, marking it taxable, and adding photos, videos, and documents such as spec sheets for your customers to review.

In this video, you will build a proposal template on the ArcSite User Site by starting from a blank template, an uploaded file that AI matches, or a pre-built template. You then preview the template with real project data and publish it to the app so your team can use it.

Connect ArcSite to the tools you already use, such as JobNimbus, Housecall Pro, or ServiceMinder. This step is optional, so you can skip ahead to create your first estimate and come back to it later.

In this video, you will review the software partners ArcSite integrates with directly, such as JobNimbus, Housecall Pro, and ServiceMinder, and learn how the Open API lets you build a connection to tools without a dedicated integration.

Create and send your first estimate in the ArcSite app. These videos walk you through creating your first project, choosing a way to start a drawing, adding products on the drawing canvas, adjusting prices and adding custom items to your proposal in the field, and sending the proposal to your customer.

In this video, you will explore the sample drawings in the ArcSite app and create your first project, including the customer name, email address, and sales rep phone number you need to send a proposal.

In this video, you will choose one of four ways to start a drawing in the ArcSite app: a blank canvas, an imported PDF, photo, or sketch, an AR room scan on iPad Pro, or a satellite map. You then set your units and precision and add products to the drawing canvas.

In this video, you will create a proposal from your drawing in the ArcSite app, resolve margin and tax alerts, and adjust pricing in the field by adding a markup, changing an individual product's price, adding items you can't draw, or creating a custom item with its own price.

In this video, you will answer your Field Data questions, choose a proposal template, and save the proposal in the ArcSite app, which also saves the project to the cloud. You then send the proposal to your customer by email with an expiration date and a payment reminder.

See what your customer sees when they receive a proposal from ArcSite, including how they view and e-sign it.

In this video, you will see how to share a proposal link by text, and how your customer opens, reviews, downloads, and e-signs the proposal with a legally binding signature. The video also shows where the approved proposal appears on the ArcSite User Site.

Get answers to common ArcSite questions about forms and Field Data, adjusting prices on a line item, feature availability across platforms, and integrations.

In this Q&A, the ArcSite team answers common questions about using Field Data instead of forms, adjusting the price of individual items on a line item, feature availability across platforms, and connecting to software without a dedicated integration.