Using 'My Libraries'

ProMat libraries are one of the most under utilized features of the platform. Many subscribers are overly impressed with their ability to use the Project (Palette) folders to speedily create binders for bids, close-out packages and O&M Binders that they forget to “snoop around” and discover the other attributes of this platform.

So let me direct your attention to My Libraries for just a moment. How many customers do you have that give you repeat business? Do they use the same products? Do they use mostly, the same products?

Well, guess what? After you have completed your first project with this repeat customer you now have all, or most of the products you will be using for this customer’s next project. One option is to simply duplicate your current Project Folder and start again. Another option is to place most, or all of the products in a Library. Chances of you using the same products (especially sundries) is very high. Put them in a library for safe keeping. When that next project rolls around and they pick - oh I don’t know - a blue carpet instead of that traditional beige carpet, then all you have to do is create a Project Folder and upload your finish schedule with that blue carpet and we will have it ready, lickety-split!

Now, go to your (customer name) Library, click on the products you’ll need for this new project and click “Add to Palette”. DONE & DONE!