Switchonomy Tutorials & Guides

Name: Switchonomy: Project Management and Secure Estimate Storage
Uploaded: 2025-11-05T00:00:00+05:30
Duration: 1 min 55 s
Description: Switchonomy enables seamless project tracking, secure storage of estimates, and easy access to project details and documentation anytime you need them.

Learn how to use Switchonomy to estimate, quote, and manage electrical panel board projects efficiently.

What this guide covers

Introduction
Create a User Account
Sign Up
Verify Your Email
Log In to Your Account
Profile Setup
Personal Information
Company Information
Unique Company QR Code
Plan Section
How to Use the Panel Board Estimation Software
Step 1: Log In
Step 2: Access the Dashboard
Projects
Create a new Project
Create an Estimate (within the project)
Creating an Estimation
View Estimation Details
Create Panel
Electrical + Auto Design – Panel Setup
Component Selection – Chip Options
Grouping Feature
Feeder Details
Add Feeder
Duplicate Feeder
Panel Enclosure Configuration
Generate Diagram
Finalizing the Panel
Miscellaneous Expenses
Margin Adjustment
Upload Project Documents
Panel Table – Estimation Page Overview
Additional features
Actions After Generating the Quotation
Edit Icon(In estimation page)
Edit Icon(In quotation page)
Duplicate
Status
Add to Favorite
Share Project Documents
Panel Table
Delete Selected
Export PDF(Estimation Page)
Quotation PDF
BOM PDF
Addition Export Options
Actions Column (Estimation Page)
BOM Page in Panel Design
Export Options
Add to Favourites
Deleted Projects
Overview
How to Restore or Permanently Delete a Project
Restore Project
Delete Project (Permanent Deletion)
Important Notes
Create Groups
How to Create a Group
Using Groups in Panel Creation
Edit or Delete a Group
To Edit or Delete:
Importance of the Groups Page
Products
Products – Status Tracking Chips
Available Status Chips
How Status Chips Work
Customer Company Information
How to Add a Company
Company List Table
Clients Contact Information
Available Options
Add Contact
Template File
Import Contacts
Design Panel
Step 1: Project Information
Quotation Information
Step 2: Panel Information
Base Plinth Information
Busbar Information
Material & Thickness
Final Step: Create Panel
Important Note
Price List Database
Search & Filter Options
Add or Import Items
Import Items
Price List
Available Company Price Lists
Updates
Profile
Company Address
Security
Reset Passcode
Deletion Authorization Passcode
To Change the Deletion Passcode:
Branding Setup
Profile Icon (Top Navigation Bar)
My Profile
Components Configuration
Section 1: Component Configurator
Section 2: Default Dimension for kA Rating
Section 3: Price Per KG Configuration
Available Buttons
My Subscription
Logout
Enterprise Management
1. Add Another user
2. Enterprise Access Control (Editor / Viewer Permission)
Internal Projects
How to Add Another Enterprise
Working with Internal Projects
Internals Project Overview Section
Importance of the Internals Project Page
Help & Support
Switchonomy AI Module
End-to-End Workflow
Uploading the SLD
Review & Submission
Intelligent Analysis Pipeline
Comprehensive Results Dashboard
Why Switchonomy AI?
Conclusion