QuickText
QuickText allows you to create reusable templates for note sections of inspection pages and material orders.
Use QuickText in Inspection pages:
- Open any project by clicking "Details".
- Click "Open for editing".
- Click the "inspection" section of the report.
- The text box has QuickText enabled.
- Click the library icon in the top right corner.
- Here you can edit or apply QuickText content from your library.
- To create a new QuickText, click the library icon in the bottom right corner.

- Quickly find and and add QuickText by typing in the text box.
- This will search your QuickText library.
- Select the QuickText you would like to use.

You can also access your QuickText library through Account Settings:
- Click on Configuration.
- Click on Account Settings.
- Click on Templates.
- Click on QuickText.

Use QuickText in Material Orders:
- Open any project by clicking "Details".
- On any signed quote, click "Create order".
- Select the "Materials" section of the order.
- Click "Add Notes" at the bottom of the page.
- Access your QuickText Libary from these text boxes.
Material Orders are only available for Heavy & Enterprise level users.
Updated 9 months ago