Introduction
Welcome to the E2E Design Portal documentation. This guide will help you understand how to use the portal effectively to manage your projects, quotes, jobs, and finances.
What You Can Do
The E2E Design Portal provides a centralized platform for managing your engineering and design projects:
- Request Quotes – Submit quote requests for services and receive detailed proposals
- Manage Jobs – Track active jobs, request additional services, and communicate with the E2E team
- View Finances – Monitor invoices, payments, and account balances
- Access Documents – Download certificates, reports, and other deliverables
- Collaborate – Communicate directly with E2E staff through built-in chat features
Quick Links
For Customers
| Task | Description |
|---|---|
| Create a Quote | Request a new quote for services |
| View Your Jobs | Access and manage your active jobs |
| Check Your Balance | Review invoices and payment status |
| Manage Team Members | Add or remove users from your account |
Understanding the Workflow
Quote Request → Quote Approval → Job Created → Services Delivered → Files Available
- Submit a Quote – Provide property details and select required services
- Review & Accept – Review the proposal and accept the services you need
- Job Creation – An active job is created based on your accepted quote
- Track Progress – Monitor service status and communicate with the team
- Download Deliverables – Access completed documents and certificates
Navigation Overview
- Dashboard – Your main landing page with quick actions and pending items
- Quotes – View, create, and manage quote requests
- Jobs – Access active and completed jobs
- Fee Proposals – Review approved fee proposals for your account
- Finances – Track invoices, payments, and account balance
Getting Started
After logging in, you'll have access to various features based on your assigned permissions. Navigate using the top menu bar to access different sections of the application.
If you're new to the portal, we recommend:
- Review your Dashboard to familiarize yourself with the layout
- Update your account security settings if needed
- Create your first quote or explore existing jobs
Need Help?
If you have questions or need assistance:
- Use the Chat feature within any quote or job to contact the E2E team directly
- Review the relevant documentation section for step-by-step guidance
- Contact your account manager (details available on your Dashboard)