Using Products
Updated over a week ago


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

  1. Tap on the Products tool at the top of the toolbar

  2. To Expand the Product Panel to multiple columns, tap on the expander icon at the bottom left corner

Step 2 – Select the Product

  1. For Shape-based Products, tap on the Product to have it automatically placed on the canvas.

  2. For line or area-based Products, tap on Product to make active and then draw as usual

  3. 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:

  1. Ensure it is the actively selected object

  2. Tap on the Attributes icon in the lower-left corner of the screen

  3. Fill in any fields necessary

  4. 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.

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