Builder Tab
By Support1 author36 articles
- Adding Rooms and Systems
- How Rooms and Systems are Filtered
- Duplicating Rooms and Systems
- How to Set a Room Quantity
- How to Deactivate a Room or System
- Adding Items
- Megabuilder
- "Edit Items" Menu
- Creating Bundles
- Editing a Bundle
- How to Un-Bundle a Bundle
- Define Markups or Margins for Equipment
- What is Smart Rounding?
- Copy or Move Items to Another Room
- Turning a Room into an Option
- Copy to Project
- Strip Labor Tool
- Pushing/Pulling Data to/from the Database for Multiple Items at Once
- Dynamic Text Fields in the Builder
- Taxable Labor Options
- Room Scope
- Creating and Using Change Orders (& Options) in the Builder
- How to Replace Items with a Change Order (or Option)
- Using Change Orders to Replace Items with Owner Furnished Equipment
- How to Merge a Change Order (or Option)
- Marking a Change Order (or Option) as "SOLD"
- Changing an Item's Tax Status Within a Project
- How to Exclude Factors from Change Orders
- Cost Increase Detected
- How to Use the Engineering Scrub Stage
- How to Hide Items on Proposals
- Margin vs Markup
- How to Use Tags
- Create a Scope of Work with AI
- Hide a System on Proposals
- Restoring Deleted Builder Items