QuickText

QuickText allows you to create reusable templates for note sections of inspection pages and material orders.

Use QuickText in Inspection pages:

  1. Open any project by clicking "Details".
  2. Click "Open for editing".
  3. Click the "inspection" section of the report.
  4. The text box has QuickText enabled.
  5. Click the library icon in the top right corner.
  6. Here you can edit or apply QuickText content from your library.
  7. To create a new QuickText, click the library icon in the bottom right corner.
  1. Quickly find and and add QuickText by typing in the text box.
  2. This will search your QuickText library.
  3. Select the QuickText you would like to use.

You can also access your QuickText library through Account Settings:

  1. Click on Configuration.
  2. Click on Account Settings.
  3. Click on Templates.
  4. Click on QuickText.

Use QuickText in Material Orders:

  1. Open any project by clicking "Details".
  2. On any signed quote, click "Create order".
  3. Select the "Materials" section of the order.
  4. Click "Add Notes" at the bottom of the page.
  5. Access your QuickText Libary from these text boxes.
   

Material Orders are only available for Heavy & Sumo level users.


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