
The typical implementation process for ArcSite software is designed to be quick, guided, and modular, allowing users to get up and running efficiently. Here's a detailed breakdown based on ArcSite’s official setup guide:
Team Roles: Assign roles such as office manager, operations manager, or field technician to help with setup.
Define Categories: Organize products into logical groups for easier quoting.
Bundle Options: Create bundled pricing for common service packages.
Add Branding: Include logos, colors, and contact details.
Define Ownership: Set who can edit, view, or approve drawings and proposals.
Live Support: Optional onboarding sessions with ArcSite’s customer success team.
ArcSite is highly customizable and designed to adapt to a wide range of business workflows and industries. Here are the key customization features:
Custom Forms for Data Collection: Users can create forms tailored to specific job types, allowing for structured data capture directly from the field.
Tailored Drawing Tools: ArcSite allows users to build custom shape libraries and drawing components that reflect their trade, whether it's fencing, HVAC, landscaping, or electrical.
Adjustable Pricing Models: Businesses can define pricing based on length, area, volume, or fixed rates. Bundled pricing and tiered options are also supported.
Proposal Templates: Users can design branded proposal templates with logos, colors, and layout preferences to match their business identity.
Enterprise-Level Customization: The Elite plan includes API access, SSO, SCIM provisioning, and workspace analytics for deeper integration and control.
ArcSite’s pricing is transparent and flexible, with no mandatory setup fees or long-term contracts. Here's a breakdown of potential costs:
Elite Plan: Custom pricing — includes enterprise features like API access, team training, and advanced analytics.
Live, customized training sessions for teams
ArcSite provides a comprehensive onboarding and support ecosystem designed to help users from beginners to advanced professionals get up to speed quickly and effectively:
ArcSite 101: A free, on-demand training course that helps users go from a blank canvas to a complete drawing in under 15 minutes.
Help Center: A robust knowledge base with over 200 articles covering setup, drawing tools, proposals, integrations, and more.
Webinars: Regular live and recorded webinars on topics like estimating, drawing, and team collaboration.
Video Tutorials: Step-by-step guides for using features like custom shapes, takeoffs, and proposal generation.
Industry-Specific Resources: Tailored content for trades like fencing, HVAC, electrical, and waterproofing.
In-App Support: Users can submit tickets directly from the app.
Community Forum: A vibrant user community with weekly “Ask Me Anything” sessions hosted by ArcSite experts.
Live Training (Elite Plan): Personalized onboarding and training sessions for enterprise clients.
ArcSite takes data security seriously and implements multi-layered protection to ensure user data is safe:
End-to-End Encryption: All data is encrypted during transmission and at rest, ensuring secure communication and storage.
Controlled User Access: Admins can manage user roles and permissions to control who can view, edit, or share data.
Cloud-Based Backups: Automatic backups ensure that drawings and project data are never lost.
Secure Authentication: Support for Single Sign-On (SSO) and SCIM provisioning for enterprise clients.
Data Isolation: Each user’s data is stored in isolated environments to prevent cross-access.
ArcSite maintains a frequent and structured update schedule, typically releasing new features, improvements, and bug fixes every 1–2 months. Here are the key points:
ArcSite emphasizes user control and ownership of data, with several mechanisms in place to support portability and access:
User-Owned Content: Drawings, proposals, and collected data are owned by the user or the company account holder. Individual users can access and manage their own work unless restricted by admin permissions.
Export Options: Users can export data in multiple formats including PDF, DWG, CSV, and Excel, supporting easy migration or sharing.
Company Accounts: Businesses can centralize data under a company account, allowing shared access and control over templates, products, and outputs.
Access Levels: Admins can define who can view, edit, or share data, ensuring secure collaboration and data governance.
ArcSite offers flexible scalability to accommodate businesses of all sizes—from solo contractors to enterprise teams:
No Long-Term Contracts: Users can scale up or down without being locked into long-term commitments.
Subscription-Based Model: You can upgrade or downgrade your plan at any time based on team size or feature needs.
Team Management Tools: Admins can add or remove users, assign roles, and manage access levels easily through the dashboard.
Custom Plans for Enterprises: Larger organizations can request tailored pricing and feature sets, including API access and SSO integration.
ArcSite’s contract terms are designed to be user-friendly and transparent:
Auto-Renewal: Subscriptions automatically renew for the same duration unless canceled at least 30 days before the renewal date.
Users subscribed directly through ArcSite can cancel via the subscription page in their account settings.
ArcSite adheres to several industry-standard compliance frameworks to ensure data security and legal integrity:
SOC 2 Type II: Ensures secure handling of customer data and operational controls.
PCI DSS: Compliant for secure payment processing.
HIPAA: Supports healthcare-related data protection requirements.
GDPR: Complies with European Union data privacy regulations.
eIDAS: Meets EU standards for electronic signatures.
21 CFR Part 11: Compliant with FDA regulations for electronic records and signatures.