Add a Product
What it does
The Add Product dialog lets you manually create a single product in your project catalog. This is useful when you have a specific product to add and already know its details.
How to add a product
Go to the Products page.
Click the Add Product button in the top right corner.
Fill in the product details:
Title (required) — the product name.
Part Number — the manufacturer's part or model number.
Manufacturer — start typing to see autocomplete suggestions from existing manufacturers in your project.
Group — assign the product to a group (e.g., "Lighting", "Plumbing"). Start typing to see existing groups or create a new one.
Quantity — how many units are needed.
Unit — the unit of measurement (e.g., "EA", "LF", "SF").
Description — additional details about the product.
Optionally, upload a PDF cutsheet by clicking the upload area or dragging a file onto it. Only PDF files are accepted.
Click Save to add the product to your catalog.
Other ways to add products
Import Products — bulk import from PDFs, spreadsheets, or OneDrive using AI extraction.
Upload & Extract — on the Submittals page, upload a submittal PDF and the AI will extract products automatically.