How to Create Custom Electrical Job Templates in EBM
Автор: Vision InfoSoft
Загружено: 2021-10-05
Просмотров: 1787
This electrical estimating tutorial will show you how you can use Electrical Bid Manager to set up custom job templates for different types of projects, including residential & industrial.
00:00 Introduction
00:33 Default Settings & Setup
04:08 Setup Industrial Templates with custom job and takeoff settings
07:23 Set up Residential Templates with custom job and takeoff settings
08:48 Create new industrial jobs using your template
12:08 Create new residential job using your template
15:10 Customize job columns
13:52 Q1 - Can you group the templates separately from the other jobs? Yes. Set up a dummy user and use the filter by user option.
14:36 Q2 Is there a way to delete multiple old jobs at the same time? Yes – we have a delete option
Vision InfoSoft offers the industry-leading electrical estimating software, Electrical Bid Manager. EBM integrates with both On-Screen Takeoff® and PlanSwift® to deliver all the benefits of electronic plans. Give us a call at (800) 258-7752 to discuss your Electrical Plan Takeoff options or visit https://www.visioninfosoft.com to learn more.
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