Dekorater AI

User Guide

This comprehensive guide covers all aspects of using Dekorater AI effectively.

Video Tutorials

We have comprehensive video tutorials covering all aspects of the user guide. Check back soon for detailed walkthroughs of each feature.

Table of Contents

Project Management

Creating Projects

Projects are the central organizing unit in Dekorater AI. Every quote, measurement, and order is associated with a project.

To create a new project:

  1. Navigate to Dashboard → Projects → New Project
  2. Fill in the required information:
    • Project Name
    • Customer (select existing or create new)
    • Project Address
    • Initial Status (usually "Selection")
  3. Click Save

Project Workflow

Projects follow a standard workflow:

  1. Selection - Customer selects products and materials
  2. Site Visit - Optional on-site consultation
  3. Measurement - Detailed measurements collection
  4. Quote - Generate and send quote to customer
  5. In Progress - Quote accepted, work begins
  6. Installation - Final installation phase
  7. Closed - Project completed

Managing Project Status

  • Update status from the project details page
  • Status changes are tracked in project history
  • Automated status updates from certain actions (e.g., quote acceptance)

Customer Management

Adding Customers

Individual Customers:

  1. Go to Customers → Add Customer
  2. Select "Individual" customer type
  3. Fill in personal details and contact information

Organizational Customers:

  1. Select "Organization" customer type
  2. Add company details and GST information
  3. Add contact persons as needed

Contact Management

  • Add multiple contacts per customer
  • Designate primary contact
  • Track communication history

Measurements

Creating Measurements

Measurements can be created from:

  • Project selections
  • Directly from the measurements module
  • Customer requests

Measurement Process

  1. Draft - Initial measurement creation
  2. Schedule - Set appointment date/time
  3. On-Site - Collect measurements using mobile forms
  4. Review - Validate and approve measurements
  5. Convert - Generate quote from measurements

Location-Based Organization

  • Organize measurements by room/location
  • Add multiple products per location
  • Attach photos and notes

Quotes

Quote Generation

Quotes can be generated:

  • Automatically from measurements
  • Manually using the quote builder
  • By copying existing quotes

Quote Components

  • Line items with products and materials
  • Automatic pricing calculations
  • Tax calculations (GST compliance)
  • Shipping charges
  • Terms and conditions

Sending Quotes

  • Email directly to customers
  • Generate PDF versions
  • Track quote status (sent, viewed, accepted)

Materials & Products

Material Management

Adding Materials:

  1. Navigate to Materials → Add Material
  2. Fill in material details:
    • Name and SKU
    • Brand and specifications
    • Pricing (purchase and selling)
    • Tax information

Material Features:

  • Image galleries
  • Variation support (colors, sizes)
  • Vendor associations
  • Stock tracking

Product Management

Creating Products:

  1. Go to Products → Add Product
  2. Define product structure:
    • Basic information
    • Components (materials needed)
    • Custom fields
    • Pricing formulas

Product Components:

  • Define material requirements
  • Set quantity formulas
  • Configure billing units
  • Add wastage calculations

Orders

Purchase Orders

Generated automatically from quotes or created manually:

  1. Creation - From quote line items or manual entry
  2. Approval - Internal approval workflow
  3. Sending - Send to vendors
  4. Tracking - Monitor delivery status
  5. Receipt - Confirm materials received

Work Orders

For service providers and installation:

  1. Creation - From quote service items
  2. Scheduling - Set work timeline
  3. Progress - Track work completion
  4. Quality Check - Verify work quality
  5. Completion - Final sign-off

Customer Orders

Customer-facing order management:

  1. Confirmation - Customer accepts quote
  2. Processing - Internal order processing
  3. Production - Manufacturing/preparation
  4. Delivery - Shipping and delivery
  5. Installation - Final installation

Job Sheets

Creating Job Sheets

Job sheets coordinate manufacturing and installation:

  1. Generated from customer orders
  2. Include all project details
  3. Manufacturing instructions
  4. Installation schedules

Job Sheet Workflow

  1. Draft - Initial creation
  2. Manufacturing - Production phase
  3. Ready - Items ready for delivery
  4. Delivered - Items delivered to site
  5. Installing - Installation in progress
  6. Completed - Project finished

Digital Signatures

  • Customer signatures for approval
  • Manufacturer signatures for quality
  • Installer signatures for completion

Tips for Success

Best Practices

  1. Keep Data Updated - Regularly update material prices and availability
  2. Use Templates - Create project templates for common jobs
  3. Photo Documentation - Always take photos during measurements
  4. Follow Workflows - Stick to established processes for consistency
  5. Regular Backups - Data is automatically backed up, but keep local copies of important documents

Common Workflows

Residential Project: Selection → Measurement → Quote → Order → Installation → Completion

Commercial Project: Site Visit → Selection → Detailed Measurement → Quote Revision → Approval → Bulk Orders → Phased Installation

Service-Only Project: Consultation → Quote → Work Order → Installation → Completion

Integration Tips

  • Use WhatsApp bot for customer communication
  • Leverage AI features for product recommendations
  • Integrate with accounting software for financial management
  • Use mobile features for on-site work

This guide covers the essential workflows. For specific feature details, see the Features section.