Knowledge base

Getting Started

Lessons

• How to Start a Project and Begin Drawing (2 minutes)
• Basic Drawing Tools (8 minutes)
• How to edit a drawing (4 minutes)
• Adding Shapes and Measurements (4 minutes)
• How to Export Your Drawing (2 minutes)
• Custom Shapes & Adding Industry Specific Shape Libraries (5 minutes)
• See all 7 articles

Frequently Asked Questions

Drawing Questions

• How do I calibrate my drawing to scale?
• Installing and using ArcSite on a Mac laptop or desktop
• How to create a title block.
• Why is My Text Different Sizes?
• How Do I Delete?
• Why Won't My Laser Measure Connect?
• See all 11 articles

Import/Export Questions

• Can I import a .dwg file?
• Download Your Company Content
• Why is my Export Not Displaying Correctly?
• Why Can't I Edit the PDF that I Upload?
• Why are My Photo Icons the Wrong Size?

Account Questions

• How to change a password
• Why Can't I Log In?

Drawing

Draw

• The Drawing Modes
• Create An ArcSite Drawing – Step by Step
• Drawing Walls

Shapes

• Creating ArcSite Shapes
• Using ArcSite Shapes

Edit

• Using the Trace Tool - Drawing over a PDF
• Single and Multiple Select Objects
• Edit Lengths & Angles Manually
• Undo and Redo Your Changes
• Change Line or Wall Segment Direction
• Copy On Screen Objects
• See all 14 articles

Measure

• Showing Dimensions
• Setting a Drawing Scale (Calibration)
• Using the Measure Tool
• Measurements of Existing Objects
• Using Bluetooth Measurement Devices
• Positioning Objects Relative to other Objects
• See all 7 articles

Tools

• Using Photos in ArcSite
• Creating and Using Custom Forms
• Rotate Objects
• Color and Pattern Fill
• Move Objects
• Adding Doors and Windows
• See all 9 articles

Drawing Settings

• ArcSite Drawing Settings
• Set Default Visual Settings
• Change the Visual Settings for Existing On Screen Objects

Products and Pricing

Product and Pricing Set Up

• Product Pricing Video Guide
• Setup your ArcSite Takeoff and Estimation Environment
• Adding Pricing to Products
• Module 1: Products - Adding your products & services 
• Module 2: Pricing - Defining pricing information 
• Module 3: Outputs - Choosing How the Output Looks and Feels
• See all 9 articles

Advanced Product Set Up

• The ArcSite Product Import Template
• Adjusting Currency Setting
• Advanced Pricing Options
• Using Custom Quantities
• Setting a pricing margin.
• Creating a Product - Tips & Tricks
• See all 14 articles

Takeoff Schedules / Bill of Materials

• Takeoff Schedules / Bill of Materials

Proposals

Creating Your First Proposal

• Creating Your First Proposal | Pt. 1
• Creating Your First Proposal, Paragraph Section & Cover Letter. | Pt. 2
• Creating Your First Proposal, Testing | Pt. 3

Implementing, and Managing Proposals

• Email Proposal Links and Digital Acceptance
• Putting your Proposal into Live Use
• Testing your Proposal Template
• Using your Proposal in App
• Managing Your Proposal Templates
• Proposal Presentation Mode

Advanced Proposal Options

• Using ArcSite Variables To Ouput Pre-defined Company and Client Data.
• Advanced Settings Overview
• Pre-defined Company and Client Data
• Additional Data Fields data
• Customizing Proposals for Your Company
• Specify any other data you want to collect
• See all 7 articles

Proposals, Enterprise Templates

• Proposal With Cover Page
• Foundation or Waterproofing Proposal
• Pest Proposal
• Turf Proposal
• Fence Proposal
• Gutter Proposal
• See all 9 articles

Import - Export - Share

Import

• Importing Existing Plans (PDFs) into ArcSite
• Customize PDF Uploads
• Updating Imported PDFs

Export

• Combine your drawings into a single Takeoff or Estimate
• Save Your Finished Work to the ArcSite Cloud
• Exporting Your Drawing
• Download Your Work

Share

• Sharing Your ArcSite Drawing
• Sharing - Access Levels
• Send Customers or Co-workers a Download Link

Manage your Work

Managing Projects and Drawings

• Managing Drawings
• Managing Projects
• Archiving a Project to Keep Your List Concise
• Using Tags to Organize Your Work
• Search, Sort, and Filter for Drawings

Account Information

Managing Your Account

• Adding Additional Users to Your Account
• Run a Company Account Usage Report

Managing Subscription / Payment

• Managing your ArcSite Trial
• Unsubscribing
• Changing Payment Method
• Cancel your ArcSite Trial

ArcSite University Courses

Course 1. ArcSite 101.

• Lesson 1. Starting a Project & Drawing
• Lesson 2. Basic Drawing Tools
• Lesson 3. Add Details & Measurements (Dimensions)
• Lesson 4. Edit The Drawing
• Lesson 5. Custom Shapes
• Lesson 6. Photo & Markup
• See all 8 articles

Course 2. Products

• Lesson 1. Creating Products
• Lesson 2. Import Existing Products
• Lesson 3. Create Product Bundles

Course 3. Takeoff & Estimate, User Site.

• Lesson 1. Account, Company Information
• Lesson 2. Forms and Documents
• Lesson 3. Tax Rates
• Lesson 4. Payment Options

Course 4. Takeoff & Estimate, Mobile App

• Lesson 1. Creating a Product Legend
• Lesson 2. Product & Pricing Review
• Lesson 3. Adding Additional Data

Course 5. Proposals

• Lesson 1. Creating Custom Proposal Templates
• Lesson 2. Paragraph Section & Cover Letter
• Lesson 3. Test & Publish Your Proposal

Release Notes - Product Updates

2022 Release Notes

• October - November 2022
• December - January 2023
• August - September 2022

Industry Specific Resources

ArcSite for Pest Control

• Learn how to add the pre-built Pest Shape Library
• Using Text Tools and Photo Annotations on Pest Diagrams.
• How to Add a Custom Form to Your Pest Inspection
• How to Export Your Final Pest Inspection Documents and Diagrams.

ArcSite for Fencing

• Fence Builder - Video Onboarding Guide
• Fence Drawing Best Practices
• Fence Quantity Modifiers

Using ArcSite Based on your Role or Workflow

• ArcSite for Sales
• ArcSite for Auditing - Surveying
• ArcSite for Inspections
• ArcSite for As-Builts or Redlines
• Office-Based Workflows using ArcSite
• ArcSite for Production

General

API Documentation

• ArcSite + Wisetack
• ArcSite Open API
• ArcSite + JobNimbus
• ArcSite + Salesforce
• ArcSite + Improveit 360
• ArcSite + Quickbooks
• See all 10 articles