Edit Job à Advanced Edit Mode
PURPOSE
The Edit Job page’s Advanced Edit Mode provides users with a roof layout drawing and a complete set of panel layout drawings. Advanced Edit is the only mode that allows users to make changes to the properties of individual roof panels. The panel properties that can be changed using Advanced Edit Mode are grouped by category, and include Colors, Sheathing, Roof Trim, and Trim Margins. When you are editing a job, Advanced Edit Mode is used to:
§
Change
the color of one or more roof panels and/or trim
§
Change
the metal, margins, start and/or offset of individual panels
§
Change
individual panel trim for Ridge and Hip Caps, Valleys, Transitions, Eaves, Gables, and more
§
Change
Trim
Margins
In addition to the specific functions noted above, Advanced Edit Mode, Drawings Mode, 3D View Mode and Job Review Mode also allow users to:
§
Change
a job’s status from New to Quoted, to lockdown the defined specifications
§
Download
Outputs for the selected job
§
Print the contents of the Display Pane
§
Define
the frequency with which your job changes are synchronized with our servers
§
Send Feedback or
initiate a support request to SmartBuild
FURTHER INFORMATION
See the bottom of
this page for a list of high-level
and general information help documents and videos about Roofing Passport. For additional
information and step-by-step instructions on using Advanced Edit Mode, please refer to following materials:
§ Working with Advanced Edit Mode
§
Editing Panel Specifications Using the Details Properties
Tab
§
VIDEO:
Overview of the Edit Job Page
§
VIDEO: Making
Common Changes
§ Downloading Outputs for Your Job
§
Printing the Contents of the Display Pane
§ Synchronizing Your
Content with Our Servers
§ Changing a Job’s Status to Quoted
HIGH-LEVEL/GENERAL INFORMATION
The
following documents and videos provide high-level and general background
information about Roofing Passport:
§
Action
Buttons Visible by Job Status
§
Roofing
Passport Glossary of Terms
§
Roofing
Passport Quick Start User’s Guide
§
Roofing
Passport Workflow Diagram
§
Using
the Roofing Passport Help System
§
VIDEO:
Overview of the Roofing Passport Process/Workflow
SYSTEM
ADMINISTRATORS
The documents provided below are for
use by Roofing Passport System Administrators. The features and functions
described in these documents are neither available nor visible to general
users.
§
System
Administrator’s Guide for Builders & Contractors
§
Creating
Custom Outputs Using Tokens
§
Populating
the Supplier Materials Database
§
VIDEO:
Setting Up Pricing Tables
§
VIDEO:
Setting Up the Simple Bid Template
TEMPLATE DOWNLOADS
§
Materials Database Template
§
Materials Database Template Examples