Consultation Management

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

Key advantages of consultation management

1. Create estimates directly from placed furniture

   • The furniture placed in projects 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 actually plan to purchase.

2. Convenient estimate management

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

   • The estimate includes a QR code, so customers can virtually place the furniture in their own home.

3. Customer information and estimate linking

   • Once customer information is registered, you can send the estimate directly 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 the customer information you have consulted with and manage it at a glance.

   • You can display 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 can be solved with just a few clickscan be done.

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

It is visible only to certain companies through a B2B contract.

View consultation list

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

Using the search function

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

More

On the right side of the consultation list, 'More'clicking it lets you see two functions.

• Unlink project: Unlinks the project connected 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 at the top right to enter the consultation creation modal.

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

Once you finish entering the consultation information, click [Create Consultation] to create the consultation.

2

Connect project

After entering the created project, click [Connect Project] to connect the project.

The products in the connected project are automatically added to the estimate.

3

Edit product quantity, overall discount rate (optional)

If products are added by connecting a project, you can edit the estimate by clicking [Edit] if needed.

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

Edit consultation information

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

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

Edit customer information

After clicking the edit button for customer information to enter the customer information section [Edit] you can edit the customer information by clicking the button.

Enter special terms and cautions

You can click the [Special Terms & Cautions] button to edit the special terms and cautions displayed on the estimate.

Share estimate

Send link

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

• Send via KakaoTalk

• Send via SMS (text message)

• Send via email

Export as PDF

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

• The PDF includes product QR code, so customers can virtually place it at home before delivery.

Frequently asked questions

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

Currently, when sharing estimates via text message, email, or KakaoTalk, the 'Archisketch' name cannot be changed. A feature to edit the content template will be provided in the future.