Create Project or Quick BOMLearn how to start your workflow by creating a project and BOM. This project will store all of your bill of materials, submittals, quotes or O&M packages.
Upload ProductsWhen 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 Product ListLearn how to reorder your product list whether by line item or alphabetically by type or manufacturer