Help Guide #2

Section 2 – Getting Your Project Started: Onboarding

The Project Submission Form (PSF) might sound fancy, but it’s actually your best friend when it comes to getting your project off to a smooth start. Here’s the deal:

  • Checklist: The PSF is like a cheat sheet to make sure you’ve got everything we need – no more scrambling to find missing pieces later.
  • Info Central: It helps our team understand exactly what you’re looking for in your design. Think of it as a way to get everyone on the same page.
  • File Transfer Portal: This is where you upload your design files for us to work our magic.

The Project Submission Form PSF is kind of a big deal. Here’s why:

Everyone Needs It: From managers to designers, everyone involved in your project checks the PSF. Without it, we can’t hit the ground running.

No Go for Incomplete Forms: If the PSF is missing info or has wrong details, we have to put the brakes on until things are cleared up. This can delay getting your presentation back to you.

Less Drama, More Design: The PSF helps avoid confusion and keeps things moving smoothly. Once you’ve done a few projects, filling it out should be a breeze (think 5-10 minutes).

Finding Your PSF:

There are two easy ways to snag your PSF:

  • Customer Dashboard Lookout: Check your project listing in your dashboard – there’s a button for the PSF right there.
  • Confirmation Email Dig: The order confirmation email you get after payment will have a link to the PSF.

The Finish Line:

Once we’ve created the first draft, we’ll take a good look at it ourselves first.  Then, you’ll get an email letting you know your presentation is ready for your review.  The email will have a link to all the files.

  • Love it? Download it and present it to your clients with confidence!
  • Need tweaks? No problem! The same link lets you request revisions easily.

We made the PSF process simple and straightforward to keep things moving and get you that amazing presentation you need. So, let’s get started!

Section 2b: File Naming Frenzy – Keeping Things Clear and Organized

Ever open a folder and have no idea what’s inside? Yeah, us neither. That’s why clear file names are a must!  Here’s the deal:

For each project, you might send us a bunch of files with all sorts of info. Sometimes, just looking at the file name doesn’t exactly scream “what’s this about?”.  This is especially true for things like plans and inspiration pics.

Enter Clear File Names:  We now require all your files to have names that describe what’s inside. Here are some examples:

  • Site photos: “Sitephoto_01.jpg” – Simple and tells us it’s a site photo (and the first one).
  • Inspiration image: “Outdoor_shower.jpg” – Makes it clear it’s a pic of an outdoor shower, not a unicorn in your backyard.
  • Concept plan: “Concept_plan.pdf” – This one’s pretty straight-forward, the plan for your client’s dream landscape.

Why This Matters:

Clear file names are a small thing that makes a big difference. Here’s why:

  • Speed Boost: We can find what we need faster, which means less time wasted and more time spent creating your awesome design.
  • Accuracy Advantage: Clear names help us understand exactly what you’re sending us, reducing any confusion.
  • Guesswork? Gone! No more head-scratching about mysterious file names.

By following these simple file naming tips, you’ll help us get started on your project quickly and accurately. Let’s make this a smooth and efficient process!

Section 2c: File Formats and Sizes

Alright, let’s talk file types and sizes. The Project Submission Form (PSF) is pretty chill and accepts a bunch of different formats:

  • Images: JPG, GIF (think website animations)
  • Drawings: PDF, DWG, DXF (common plan formats)
  • Software Files: SKP (SketchUp), AI (Illustrator), PSD (Photoshop) 

Size Matters, But Not Too Much:

Each file you upload can be up to 20Mb.  Any bigger, and the PSF will be like “nope, not happening.”

Got Bigger Files? No Worries!

If you have files larger than 20Mb, don’t sweat it.  Just use a file-sharing service like Dropbox, WeTransfer, or Google Drive to send them over.

Scan It to Win It:

For scanned plans, we recommend a minimum of 150 dpi (dots per inch), but ideally 300 dpi for the best quality when zooming in. Remember, scanned copies are key – photos of your plans won’t cut it!

Photo Must-Knows:

By following these guidelines, you’ll ensure your files upload smoothly and we have everything we need to create your dream design!

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