Help

Blindsmith help

Step-by-step guides for setup, job entry, open jobs, sales, solo work, and admin-only tasks.

Collections

7

Sections

39

Guide images

78

admin / sales / solo

Onboarding

3 sections6 images

Choose business, solo, or sales onboarding from one hub, then follow the setup path that matches how the account will use Blindsmith.

/onboarding/sales/solo/orders

3 key sections

Open guide

admin

Getting started

3 sections6 images

Connect the main sheet, confirm the billing setup, and make sure each team member has the right role before the first live job.

/settings/sheets/settings/billing/settings/operators

3 key sections

Open guide

office / measure

Job entry

11 sections22 images

Start from Jobs, create the record cleanly, and use form, sheet, voice, upload, draft review, and save in the right order.

/jobs/jobs/new/jobs/{jobId}

11 key sections

Open guide

office / production / install

Open job workflow

5 sections10 images

Move through the live job pages in the operator order: labels, production sheet, 2D nesting, 1D nesting, and quote.

/jobs/{jobId}/labels/jobs/{jobId}/sheet/jobs/{jobId}/nesting/jobs/{jobId}/nesting/linear/jobs/{jobId}/quote

5 key sections

Open guide

sales / admin

Sales workflow

6 sections12 images

Run sales work from the sales workspace with clear deal shaping, guardrails, discount code visibility, and demo controls.

/sales/sales/demo

6 key sections

Open guide

solo / admin

Solo workflow

7 sections14 images

Run the solo workflow from customers and orders through supplier requests, awards, payments, and reviews without admin help.

/solo/customers/solo/orders/solo/marketplace

7 key sections

Open guide

admin

Admin exceptions

4 sections8 images

Use the admin area for preview sessions, demo control, billing exceptions, and migration or audit work.

/admin

4 key sections

Open guide