From your dashboard, click "New Project" and fill in the basic project details.
Required Information:
- • Project name (e.g., "Smith Residence Garden Redesign")
- • Client name and contact details
- • Project address
- • Estimated budget range
- • Project timeline
Pro Tip
Use descriptive project names that include the client name and project type. This makes searching and organisation much easier later.
2
Upload Project DocumentsUpload any existing project documents, plans, or specifications. Smthy's AI will automatically extract relevant information.
Supported Documents
- • PDF plans and specifications
- • Excel/CSV quote spreadsheets
- • Word documents
- • Images (JPG, PNG)
AI Will Extract
- • Plant lists and quantities
- • Material specifications
- • Labour requirements
- • Cost estimates
Add team members who will be working on this project. You can set different permission levels for each person.
Permission Levels:
- • Admin: Full project access and management
- • Editor: Can edit quotes and manage tenders
- • Viewer: Read-only access to project information
4
Create Your First TenderSet up your first tender invitation to start receiving quotes from contractors and suppliers.
You're Almost Ready!
Once you've completed the above steps, you'll be ready to send out your first tender invitation.