Consultation Management

Consultation management is a feature in Archisketch that lets you manage customer information and easily generate estimates by linking furniture placed in a project directly to an estimate.

Key benefits of consultation management

1. Create an estimate directly from placed furniture

   • Furniture placed in a project created in Archisketch is automatically included in the estimate list.

   • Without separately organizing the furniture list, you can quickly create an estimate by selecting only the furniture you will actually purchase.

2. Convenient estimate management

   • You can easily apply either an overall discount or an individual discount to an estimate.

   • The estimate includes a QR code, so customers can even virtually place furniture at home themselves.

3. Link customer information and estimates

   • Once customer information is registered, you can send the estimate immediately via text message, email, or KakaoTalk using the saved email address or phone number.

   • You can also download the estimate as a PDF or print it and deliver it to the customer.

4. Customer consultations and list management

   • You can organize consulted customer information and manage it at a glance.

   • You can mark the progress status and share customer information with team members to continue consultations efficiently.

How can consultation management help?

• The complicated process of placing furniture in a project and creating a separate estimate solved with just a few clickscan be done.

• You can save time by handling everything in one place, from consultation details with the customer to estimate creation and delivery.

It is exposed only to certain companies through an inter-company contract.

View consultation list

Saved consultation information can be easily viewed according to various criteria.

Use search function

You can quickly find the customer information you want by using the search function based on customer name, project name, person in charge name, and consultation ID.

More

On the right side of the consultation list, if you click 'More' you can see two functions.

• Disconnect project: Disconnects the project linked to the consultation.

• Delete consultation: You can delete the consultation directly from the list.

Add new consultation

1

Enter consultation information

Click the [Create Consultation] button in the upper right to enter the consultation creation modal.

Please enter consultation information and customer information in the consultation creation modal.

Once you have entered the consultation information, click the [Create Consultation] button to create the consultation.

2

Project linking

After entering the created project, click the [Link Project] button to link the project.

The products in the linked project are automatically registered in the estimate.

3

Edit product quantity, overall discount rate (optional)

If products were added by linking a project, you can edit the estimate by clicking the [Edit] button if needed.

You can change the quantity in the 'Quantity' column in the table, and the overall discount rate can be changed in the estimate information on the right.

Edit consultation information

Consultation information can only be edited for information related to 'customer'. Also, editing is only possible if the person in charge is 'me'.

• [Edit] Click the button to edit the content, then press **[Complete Edit]**.

Edit customer information

Click the edit button in the customer information section to enter customer information, then [Edit] you can edit the customer information by clicking the button.

Enter special terms and precautions

Click the [Special Terms & Precautions] button to edit the special terms and precautions displayed in the estimate.

Share estimate

Send link

You can deliver the estimate to the customer using the methods below.

• Send via KakaoTalk

• Send SMS (text message)

• Send email

Export as PDF

You can download the estimate as a PDF, print it, and deliver it.

• The PDF includes product QR codesso customers can virtually place them at home before delivery.

Frequently Asked Questions

Can’t I change the sender name when sharing an estimate?

Currently, when sharing an estimate via text message, email, or KakaoTalk, the 'Archisketch' name cannot be changed. A feature that allows you to edit the content template will be available in the future.