Designs
Every 3D design on the job before it is priced or built: joinery, kitchens and rooms, pods, stairs, decks and pergolas. Each design is a card with its tag, name, kind and location, and chips for whether it has a model yet, whether it is in the estimate, and whether it is on the plans. Open one for the 3D designer: parts, materials, assembly steps, an exploded view and the cut list. Designers and estimators use it; the workshop picks designs up from here once they are released to manufacturing.
- The Design module is on (Settings → Team modules). The nav hides the page otherwise.
- House frames are designed on Frames, not here. A frame shows as a card that opens the frame designer.
- New designs land in a job called Design, made for you. Move a unit to a production job when the job is set up from the estimate.
- Press New design. Give it a name and a location, say how many, and answer Is it on the drawings?
- The start screen opens: describe it to the assistant, use a designer (room, pod, stair, pergola, deck), start from scratch, or pick from the template library (counters, vanities, kitchens, robes and more).
- The card appears with No model yet until the design is built.
- Filter with Needs a model, Not in estimate and Not on the plans, or search by tag, name or location.
- The Follow-ups list above the cards names each design that still needs pricing or a plans revision, with the action beside it.
- On a card or in the designer, press Estimate it. The design needs a model first; the price is built from its parts.
- The assistant pushes the design's cut list into its bill of materials, prices it the way the estimate prices joinery, and shows you the lines before adding them.
- Once the job is won, the same button prices a variation instead. The estimate stays as the contract.
- A design you said is not on the drawings carries a Not on the plans chip here and on every estimate line it is priced into, so nobody mistakes it for original scope.
- Press Ask for it on the plans. Base drafts the email to the designer (or the client) asking for the next revision to show it; type an address if the job has no designer or client contact yet. It sends through the task list's approve-and-send.
- When the revision arrives, press On the plans now in the follow-ups list. The follow-up closes.
- Each new design opens follow-ups on the project task list: estimate it, and, for a design not on the drawings, ask for it on the plans. Pricing it and marking it on the plans close them.
- The designs here are the same records Manufacturing reads, so the two pages never disagree about what is in the estimate.
- A design added after the plans were priced carries its plans status onto its estimate lines.
- Estimate it shows you the price before anything is written. Nothing lands on the estimate until you say so in the chat.
- The 3D canvas is a model, not a drawing. The drawings govern; a design the drawings do not show is flagged until they do.
- A design with no model cannot be priced; its parts are the price.