Once Products are created, you can access them through the Products Menu. Use products in the same way as you would use regular lines, areas, or Shapes.
Step 1 – Access the Product Panel
Tap on the Products tool at the top of the toolbar
To Expand the Product Panel to multiple columns, tap on the expander icon at the bottom left corner
Step 2 – Select the Product
For Shape-based Products, tap on the Product to have it automatically placed on the canvas.
For line or area-based Products, tap on Product to make active and then draw as usual
For non-visual Products, tap on the Add Other Items button on the Estimate and Summary screen
Step 3 – Define Attributes (if necessary)
Once a product has been added to the canvas:
Ensure it is the actively selected object
Tap on the Attributes icon in the lower-left corner of the screen
Fill in any fields necessary
Tap the Save and Close button
What to do if you don't see the Products
If this is your first time using the Products on this account, sync your company's shapes and products first. Note this process can take a few minutes for this initial task.