How to create a new design
This video is coming soon
The written steps below already work. Come back to watch it.
How to create a new design. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Engineering → Scaffold designer (Scaffold designer).
- In the New design card type the Design name (required).
- Optionally pick the Job and the Quote it belongs to. The customer is taken from the job or the quote.
- Choose Start from (blank, the sample house, or a design template) and the Units (Imperial (ft/in) or Metric (m)).
- Press Create & open. The design gets a number such as DSN-1001 and opens in the editor.
Tip
The New design card only shows for roles that can edit designs (Owner / Administrator, Office Manager, Sales & Estimating, Engineer / Document Control).