This article will show you how create subcategories & design sets to organise your designs as well as demonstrate how to upload a floor plan. You will learn how to populate each design with basic attributes, facades & descriptions.
Design Upload
The first step in setting up the design catalogue is uploading each of your floor plans.
- To access the Admin section Click on your name on the top right of the screen.
- Select Admin from the options.
At least one Sub Category is required in order to save a design.
- Click Sub Categories.
- Select the appropriate build-type from the grey banner at the top of the screen.
- Click on the grey circle with the 3 Dots icon at the top right of the table.
- Click on Create Sub Category.
- Enter the Sub Category name to group your designs.
- Click on the green Save button at the bottom of the panel.
- Repeat the steps above to add all of your unique design categories.
- Refresh / Reload the page to update the app.
- Click Design Catalogue.
- Click on the 3 Dots at the top right of the screen.
- Select +Add Item.
This will open your file manager select any scaled floor plan to add to the design catalogue. The file formats that work are: PDF or JPEG & PNG image files.
If you have a curved design see the design upload process for a curved shape.
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Re Upload - Select another floor plan |
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Restart - Start from the beginning with the current plan |
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Crop - Cut out the plan once traced |
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Toggle Snap - The Snap function allows for square lines 90 degrees |
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Zoom In - Magnify in (Mouse scroll also works) |
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Zoom Out - Magnify out (Mouse scroll also works) |
- Click on one of the corners of the floor plan to begin.
- Continue to trace the floor plan clicking on each corner.
The large circle at the bottom is a magnifying glass or you can zoom in on each point as necessary.
- Click the Scissor icon to Crop.
- Click to identify Front.
- Use the magnifying glass to scale.
- Click on the edge of the floor plan (The cursor should shit right on the edge).
- Ensure toggle snap is active and click the opposing edge.
- Enter the dimension up to two decimal places. (Metres / Feet)
- Fill in the Info & Pricing minimum info required are those outlined in red.
- Click the Green Tick/Checkmark to Save.
- Fill in the Attributes.
- Click the Green Tick/Checkmark to Save.
- Search for the design once it has been uploaded to edit.
Editing the Design Catalogue
Each design can be customised with various attributes facades and descriptions that will populate details into the Site plan, Flyer & Quote.
- Hover over any design, Click the 3 dots.
- Select Edit Item to customise the design.
- Select Duplicate to make a copy.
- Select Delete to Remove.
- Design - Edit the Design Name, Range or Allocate to a Design Set.
- Dimensions - Update Area, Length, Width or Eaves.
- Details - Move Designs between build type or Subcategories.
- Pricing Structure - Enter a base price for your design.
- Description - Enter a description for your flyer
- Click on the Placement Image to add a façade.
- Select Facades.
- Click Add Option.
- Enter a Façade Name.
- Add a price if required.
- Click on Cover Image to choose a Façade.
- Repeat the process as necessary.
- Click the Green Tick/Checkmark to Save.
The file format for the façade should be a JPEG or PNG image file. To ensure it does not display as blurry on the flyer at least a 1000x800 minimum dimensioned image is required.
- Continue to Edit as necessary.
