We are all about saving time.
This page is dedicated to helpful tips to save time through shortcuts and Icons.
LET’S START WITH THE PROJECT FOLDER PAGE ICONS
LIST VIEW - When you open your Project Folder you are introduced to multiple icons on the RIGHT of the folder. Simply run your mouse over each icon and a description will appear.
Top
IN THIS SECTION
We will review the Project Tool icons. You can “scroll down” or “click” a name below and go directly to it.
Save (current folder)
New (Project/Palette) & Create Project
Create Product Labels
Create Submittals (Go to: All About Submittal Packages)
Palette Image
Export Product Data File (export to Estimating Software & CSV files)
save
new
NEW/Create a Project Folder
How to create a new Project. Oh, by the way, we use the descriptions “Palette” and “Project” interchangeably.
Click Create Project from your project dashboard. The BIG blue button…
samples
SAMPLES
Spec-ID can help you save from 30 minutes to 2 hours ordering samples. With Spec-ID you just click and go!
Order Samples 1,2,3
1. From List View, click the Sample Order icon
2. Select your QTY (quantity)
3. Add your address or addresses.
Order samples video (4 minutes)
Not all manufacturers provide a sample confirmation!
I know right? You will always get an email confirmation from Spec-ID.
Let us know if you have not received your samples within a reasonable time and we will help you track them down.
Please send your Spec-ID confirmation email to us or have it ready if you call.
Create product labels
Create multiple Product Labels in seconds from your Project Folder. Adjust the quantity you need and “click”.
You can save the label template as a PDF or print directly to your Avery 8164 label page.
The labels are 3.3”x4” and include all of your project and product information, as well as your company logo (when added to your projects).
Watch the tutorial below.
Label
spec
Download Palette Image
This feature is used primarily by the design community when creating a design palette. The project information is important when saving & sharing the palette.
sheet
Download Product Spec Sheets
These can be very helpful when you want to download product specification documents and save them on your hard drive.
View all the product spec sheets.
Select the product specifications you want to download.
Easy peasy
export
Export Product Data Files
You have two options to export product data information:
Export to an Excel or CSV formatted file
If you use a takeoff or ERP software tool, then the product data will export to those formats.
STEP 1
On the right rail, click Export Product Data
STEP 2
Click the format you would like to use to download the file
STEP 3
Save to your compter’’s hard drive and open as a CSV/Excel file or import to a 3rd party application