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Hands-On Shed Design & Sales Workflow in Shedmate

Overview of the Shedmate workflow covering the 3D Online Designer, Shed Presets, the design of a garaport while exploring all basic shed component modifications, running engineering, producing site plans and a exporting a professional quote

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Mastering Shedmate: Workflow Overview

1. Introduction to Shedmate 0:00

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  • Welcome to the course on Mastering Shedmate.

  • Overview of the workflow from design to quotation submission.
    2. Understanding Shedmate 0:11

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  • Shedmate is a browser-based software as a service (SaaS).

  • Allows for 3D shed design and inquiry system.

  • Can be embedded on websites or sent via email.
    3. Shed Presets and Modifications 0:19

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  • Shed presets can be modified under settings.

  • Users can create, duplicate, modify, and rename designs.
    4. Basic Shed Design Features 1:09

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  • Demonstration of designing a simple gable roof shed.

  • Instructions on how to zoom, pan, and rotate the shed model.
    5. Adding and Modifying Shed Components 2:09

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  • Users can add items like PA doors and modify their dimensions.

  • Contextual menus change based on selected items.
    6. Advanced Shed Features 3:10

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  • Options to add roller doors, glass doors, and sliding panels.

  • Ability to edit roof slopes and cladding materials.
    7. Customizing Shed Dimensions 4:47

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  • Users can define base sizes and manipulate wall visibility.

  • Options to add internal walls and adjust heights.
    8. Creating a Garaport Shed 6:40

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  • Instructions on creating a garaport shed by modifying walls and adding openings.
    9. Requesting a Quotation 8:34

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  • Process of filling out a quotation request form.

  • Fields are configurable based on company needs.
    10. Drafts and Notifications 9:37

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  • Users can view drafts of submitted designs.

  • Set up email notifications for new inquiries.
    11. Engineering Process 10:41

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  • Steps to run engineering for the designed shed.

  • Importance of selecting the correct building class and wind region.
    12. Real-Time Pricing Adjustments 12:15

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  • Pricing updates in real-time as modifications are made to the shed design.
    13. Custom Discounts and Exclusions 14:06

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  • Ability to set custom discounts and exclude certain costs from the quotation.
    14. Generating Quotations 14:50

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  • Process of generating a quotation document in real-time.
    15. Exporting Additional Documents 15:44

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  • Options to export cladding layouts, fabrication details, and architectural plans.
    16. Site Plan Creation 17:40

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  • Instructions on how to create a site plan with block boundaries and shed positioning.
    17. Finalizing the Workflow 20:01

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  • Overview of the flexibility and power of Shedmate for design, engineering, and documentation.
    18. Next Steps 21:48

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  • Introduction to the next video on instant quoting and master template modifications.