Boardera Platform FAQ

 

Welcome to our FAQ page! Here you will find answers to commonly asked questions about the Boardera platform.


What do my customers see when they use the Boardera platform?

 

What Do My Customers See_ (1).mp4

 

How can I test that the Boardera platform is working properly?

  1. Using your new login/registration page for your online store, create a new test user that is meant to be a customer test user.

    1. HINT: you can register with your existing user email by appending +1 to the email and as a result, you will still receive emails as you do today. Example: [youremail]+1@domain.com

  2. Login using your new user to your online store

  3. Create a ‘New Project’

    1. If you need a sample project, you can use ours!

How can I adjust my pricing after I’ve launched the Boardera platform?

Login into your instance | Click the Cog icon (admin area) | Pricing

Note: You should also ensure Capabilities is configured accurately.

HINT: Find some existing historical projects that you are comfortable were priced accurately in the past. Upload them to the preview tool, and that will allow you to easily see and compare results as you go so you can get your automated pricing where you want it to be.

Need Help? Do not hesitate to contact support@boardera.ca if you need help with pricing configurations.

How does branding work?

You have the ability to control the branding of your instance. It can be set or updated at any time:

  • Login into your instance → Click the Cog (admin area) → Branding

As a result, the following will be branded to give your customers the assurance they are dealing with you directly:

  • Primary colour will be present on all primary buttons across the system including system-generated emails

  • Your logo will be present on all pages and emails the system generates on your behalf

How can I add people to my team as a manufacturer?

If you want to allow others on your team to be able to control system configurations, see pending orders and quote details and support customers, follow these steps:

  1. Share the login/registration link to your instance with the team members and have them create a user

  2. Or, use the “My Team” invite feature from the Boardera platform https://boardera.atlassian.net/wiki/spaces/BKB/pages/1703575659

  3. Email support@boardera.ca with a request to set admin rights for the list of users (by email) and the support staff will assist with managing your team members.

What happens when I get an order or an RFQ?

Don’t worry, your configured contact email(s) will get notified when a Purchase Order or RFQ happens. The system will provide all of the documents and automate the standard communications with your customer.

You can interact directly with the customer simply by clicking on the link in the email to take the needed steps.

How are ‘Rush’ working days calculated?

Rush working days for prototypes are assumed to take about half as many working days as standard production up to a maximum of 5 days faster. Example:

  • 6 standard working days = 3 rush working days (half the working days)

  • 9 standard working days = 4 rush working days (half the working days - rounded up)

  • 20 standard working days = 15 rush working days (maximum of 5 days faster)

How does layer assignment work?

We automatically interpret layer stack-up assignment from the uploaded PCB project files by recognizing the file types and the file extensions.

It is always recommended to review the Board Layers for accuracy. If a file type or extension is unknown, the layers can be edited in the following ways:

  1. Adjusting the layer count

  2. Changing the associated file of each layer by clicking the edit pencil beside the layer. When in edit mode:

    1. We will render an individual image for the selected file for further accuracy

    2. We will show all files that were uploaded in the package with suggested files at the top of the dropdown

    3. indicates a file is already assigned to another layer

    4. If we have added an additional layer that is unnecessary, it can be marked as Not Required

  3. At any time, additional layer or drill files can be uploaded that might have been missing from the package

I think I still need some help

No problem, we are happy to help. Remember you are our customer and we want you to be successful.

  • You can use the Help section on the SHARE page

  • You can reach out to us right now at support@boardera.ca

  • You can call us at 1-519-498-8239 and talk to a real person right away!