Workflows
End-to-end workflow guides
Cross-module guides that walk through complete processes — from first quote through invoicing, designer tool usage, and shop drawings.
Catalog to First Quote
Set up My Components with Smart Import, build a fence template, and create your first fence quote.
8 min read
Using the Fence Designer Tool
Draw fence layouts, measure on-site, and generate material takeoffs from the designer.
7 min read
Fence Job Lifecycle
From RFQ and opportunity through estimate, job, scheduling, work order, and invoice.
8 min read
Shop Drawings Workflow
Create, edit, and export professional shop drawings for jobs and customers.
6 min read