Create a Project or Quick BOMLearn how to start your packages by creating a project and BOM. This project will store all of your bill of materials, submittals, quotes or O&M packages.
Link BOMs for QuotingLearn how to create and seamlessly send quotes to multiple contractors. The steps below will showcase how to create multiple BOMs and the ability to link them to avoid any…
Upload a Product ListWhen creating your BOM, there are multiple ways to upload your list of products. Learn how to upload your list whether it's a PDF or excel sheet format.
How to Add LinesQuickly add lines by pressing the "Enter" key, right-clicking to select "Add Product Below," or simply copying and pasting directly into the BOM.
Sort/Rearrange a Product ListLearn how to reorder your product list whether by line item or alphabetically by type or manufacturer
Product ScopeLearn how to add product scope per BOM to better capture data for reporting
How to Create Kit and ComponentsLearn how to create Kits and components in your BOM and how to display it in your quote or submittal package.
Create Sections in BOMsLearn how to create sections in your Bill of Materials to break out your products