How to start your First Project and manage your Project Dashboard
Project Dashboard
Create New Project
Project ListView
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Advanced Search, how to search for products.
ADVANCED SEARCH
Advance Search #1
With the manufacturer's name.
Advance Search #2
W/out the manufacturer's name.
#1 With the manufacturer's Name (recommended)
#2 Without the manufacturer’s name
TBD Color, TBD Style, and TBD Manufacturer
TBD Color
TBD Style
TBD Manufacturer
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Edit a Product, Create New Product & Delete a Product
Edit product
Create New Product
Delete Product
Tip: Watch the TBD Color video before creating a color TBD product.
Libraries - One of our best features for estimators and project managers
Libraries - Create/Use/Name
Learn how to streamline your work.
Samples - Order Samples from All Suppliers at One Time
Samples - Automatically order all samples at once for your project .
Learn how to streamline your work.
Transfer Product Data - Import Product Data to 3rd Party Software
Procore - Upload documents to Procore
.
Job Runner - Upload Spec-ID data.
Callidus - Upload Spec-ID product data.
MeasureSquare - Upload Spec-ID product data.
Structure - Upload Spec-ID product data.
RollMaster - Upload Spec-ID product data.
RFMS Measure - Upload Spec-ID product data.
Safe Harbor Estimat All - Import
Every project should begin with accurate product data.