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Templates

If you work in the office, you will create templates in the "Countertops" tab in "Office View". 

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If you are a field templator, you will create templates from your personal view. 

Template 13.png

If you are in office view, click the " + " button in the template column to add a template for that countertop. 

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If you are an field templator using a mobile device, click the countertop you are templating. 

Template 14.png

Click the " + Add new record " button. 

Templator 1.png

When you add a template, it creates a template #. This number is searchable. If you want to use the same template for multiple countertops, search the template number and click that record. 

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The title of the template is the template status + type of template, + template number. 

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This lets everyone in the company know about the template in any view. 

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When you add a template, you will enter the following info:

 

*We recommend templators to use our mobile version and upload the templates direct from the field site. 

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1. Template status

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2. Performer of the template

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3. Template Type

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4. Back splash info

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5. Item is linked, this is the item you should be templating. No entry here. 

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6. Template file or drawing. Holds DXF's. 

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7. Field images (helpful)

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8. Template seam notes. Project manager may modify template here. 

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9. Sink. If the sink is not in the system, click " + Add new record" in the pop up box and add the sink data. "X" when done. 

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The template is complete. "X" the box. 

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