Start a design
A design is a room plan that isn’t an order yet. Use one when you want to plan a room before creating a quote. Your designs are private: nobody else in your organization can see them. To plan a room for a quote that already exists, use the quote’s Design tab instead; see Draw a room’s walls.
- In the left menu, select Designs.
- Select Start Design.
- In Select Catalog to Start Design, select Select catalog on the catalog to design with, then select Start Design.
- In Presets, give every preset a value, then select Save.
The Room Planner unlocks once every preset has a value. Next, draw the room’s walls.
The catalog can’t be changed later. To use a different one, start a new design.
Rename a design
Section titled “Rename a design”A new design is called “Untitled design”. Select its name at the top of the page, type a new one, and press Enter.
Link it to a customer
Section titled “Link it to a customer”Linking carries the customer, project, and area into the quote you create from the design.
You can link a design only to a customer you created. A customer someone else created doesn’t count, even if it’s shared with your team and you could link an order to it. To use someone else’s customer, create the quote first and link the quote instead.
- Select Link to existing….
- In Customer or project, type part of the name, and choose the customer or project.
- Choose the Project and Area.
- Select Link.
The page shows Linked records with the customer, project, and area. Use Change link or Clear link to change it later.
Duplicate a design
Section titled “Duplicate a design”- On the design, open the ⋮ menu (Design actions) at the top right and choose Duplicate.
- Type a Name for the copy, then select Duplicate design.
The copy opens. It has the same catalog, presets, room, and link. Save any Room Planner changes before duplicating: a design with unsaved changes can’t be duplicated.
Delete a design
Section titled “Delete a design”- In the left menu, select Designs.
- Select the trash can icon in the design’s row (Delete design), then confirm.
Deleting a design can’t be undone.