Getting Started Checklist

   Welcome to Slateplan!

Once you complete this checklist, you’ll be up and running on Slateplan in no time.  


  Before you begin...

If you’ve never used Slateplan before, head to our training videos page and watch the “What is Slateplan?” video at the top. We’ll get to the others later.


  Step 1: Log in

 Head over to and log in using the email address and password you created when you signed up. If you haven't signed up yet, just click the green "New Account" button in the upper right corner and follow the steps. 


  Step 2: Set up your profile

 From the home page, click on your name in the upper-right corner, then select "Profile".  Double check that all of your information is complete and correct. This is also where you can change your password.

 From the landing page, to the right of your name in the upper right corner, you can click on the photo area to upload a photo of yourself or a company logo. This image shows up on customer-facing reports, make sure it's professional!


  Step 3: Invite your team

 From the landing page, in the upper portion of your screen, you'll see "Users". This is where you can see your colleagues that are already Slateplan users, and where you can invite your colleagues to sign up. This is the best way to get your team on board, it's easier than having them sign up themselves. 


Step 4: Increase your skill

Watch the videos listed below (and more if you’d like) on our training videos page. They’re short but full of useful tips.

After each video, try out your new skills by completing the following tasks. We included a sample project (Altadore Residence) for you to play around with--don't worry, you can't break it! 


 Designer View

 From the "Projects Page", find the Altadore Residence (a sample project for you to play with), and click on "Designer". 

 In the Designer, in the bottom right corner of the screen, find and click on the yellow "Help" button, which turns on the tool tips for this and every screen in Slateplan. Click it again to turn the tool tips off. 

 On the left side of the screen, you'll see a list of folders and subfolders.  Try clicking on the folders to find the "icons" inside, icons are represented by circles of various colors.

 Once you've found icons, try clicking on an icon and then clicking on the floorplan. Don't try to drag and drop, the action is click to arm your icon dropper and click on the floorplan to drop that icon--you'll see why when you try and drop several of the same items (eg, in-ceiling speakers)--it's way faster! 

If you want to stop dropping a particular icon, you can hit the space bar to get out of icon dropper mode, or you can click anywhere on the screen besides the floorplan. 

 As you drop in icons, check out what happens in the lower left corner of the screen, where the budget summary lives. You have lots of control over these budgets and how they're built and displayed, we'll cover that in another training section. 

 From the left side of your screen, try dropping in a Note (click and click, not drag and drop) and adding text. Then try clicking on the Notes section on the far right side of your screen, and mouse over the note to highlight the same note on the floorplan. 


 Budget View

 In the upper left corner of the designer, click on "Budget View". The top half of the screen, "Your Budget", shows the actual budget for the design you just created.  The bottom half of the screen, "The Typical Budget (Range) Is", shows what customers typical spend on a project of this size, based on a typical cost per square foot.

 Click on the project name in the upper left hand corner (Altadore Residence) to get a drop down menu. Click on "Project Info" to open a screen with detailed information about this particular project. 

 Click on the "Pricing" tab to access the budget and pricing section. This is where you can make high-level changes to the actual pricing of a project, as well as to the budget types and ranges that your customers will see. 

 Try clicking the "Cost Range" button, and try changing the percentage values to adjust the width of the budget. 

  Click "Save" to go back to the budget view, and see the results of the changes that you just made on the pricing tab. 

  On the far right side of your screen, you'll see a "hamburger" menu represented by 3 horizontal lines. Click this to find two new areas--the "Category Breakout" report and the "Approve & Sign" area.  Play around with these two sections--see if you can sign your own contract!


In upcoming sections we'll cover how to create a new project, how to add a new product (or bulk upload many products at the same time), and how to create and manage icons (which are packages or groups of products and what you work with in the designer). 


You’re finished! Great work!

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