Videos

From the brief and the library to a finished spec book: writing items well, changing many at once, the finish schedule and room quantities, every printout, bringing in a spreadsheet, 3D models, swatch boards, layouts, and pictures of the room from its plan or from photos.

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  1:24

  Start a project from a brief

  A new project, the client’s words pasted in as they came, and the brief sorted into areas and questions.

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  1:39

  Add items from the library

  Your own product library: specify from it one at a time or several at once, clip new products from a maker’s website, or read them from screenshots.

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  1:09

  Write a good spec

  What belongs to the library product and what to this item; finishes, pictures and instructions; and the spec sheet it makes.

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  1:37

  Editing specs

  One item on its own page, then many at once from the Specifications tab: check them, and the quick-edit bar changes them all, with Undo.

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  1:28

  Finish schedule

  Each room’s finishes by surface, named by the finish item’s code, with the legend, shared read-only with the client when you choose, and printed as a PDF or a spreadsheet.

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  1:33

  Takeoff and room quantities

  Room types and their counts, how many of each item go in one room, totals that become the item’s quantity, the Takeoff, the room schedule and the FF&E matrices.

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  1:19

  Issue a spec book

  Issue sets, the spec book PDF in your firm’s look, and revisions marked with a Δ.

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  1:37

  Reports and printouts

  Every printout and export of a project on one page: spec sheets with their switches, the budget, purchase orders and requests to the client, labels, and what each seat sees. Download any of them and send it yourself.

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  1:38

  Import a spreadsheet

  Fill in the template, or bring your own schedule: upload the file, paste cells, or paste a link to a Google Sheet or Excel workbook; see how it is read and every change before anything is written.

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  1:39

  3D models from your specs

  A model made from a product’s photo and dimensions: Standard or Detailed, its versions, uploading your own, the formats to download, and the piece on a layout.

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  1:28

  Swatch boards

  An area’s pictures laid out in one click, arranged and saved, downloaded as a one-page PDF, and shown to the client only if you switch it on.

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  1:44

  Layouts

  A room’s specified furniture on its floor plan at true size: plan symbols and 3D views, clearances, groups, trial pieces, exports and full screen.

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  1:44

  Visualize a room

  A room traced on its layout’s plan, cameras placed, and photoreal concept pictures made from the plan or from photos of the room, priced in AI actions and shown to the client only if you choose.

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  1:41

  Renovating from photos

  Photos of the room as it is, restyled with the pieces you specified: the walls, windows and doors kept, a camera matched where there is one, priced in AI actions, labeled a concept visualization.

Getting decisions from your client, presenting the design to them, and the portal as your client sees it.

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  1:16

  Get client approval

  Send an area’s items or one item for a decision, and see each answer and note come back.

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  1:42

  Presentations

  A project’s boards, renderings, plans and items put to the client as one deck in your brand: shared at a link, approved or commented on page by page, and downloaded as a PDF.

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  1:12 · for clients

  For clients: your portal

  For your clients: their own page, what is waiting on them, approving items, reviewing a proposal, and invoices.

The work you’re pursuing before it’s a project, meetings put on everyone’s calendar and written up, the calendar of every dated thing on your projects, and alerts in Slack and Teams.

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  1:43

  Prospects

  Work you are pursuing before it is a project: the board, a client’s email read into a new prospect, starting from a past project, what’s happened in your own words, and making it a project when it’s won.

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  1:43

  Meetings

  Put a meeting on everyone’s calendar with an invitation, write it up, let AI summarize it, and turn what’s left open into tasks.

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  1:37

  The Calendar

  Every dated thing on your projects in one month, narrowed to what’s yours, in your own calendar app, and in Slack and Teams as a morning digest and meeting reminders.

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  1:33

  Slack and Teams

  What happens in the portal posted to Slack or Teams: firm and project channels, direct messages, the kinds and projects each takes, a morning digest and meeting reminders, and each person’s own.

Ordering from vendors, following each order to delivery, and proposals and invoices to your client.

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  1:14

  Purchase orders and tracking

  Raise an order from approved items, send it, let the vendor acknowledge it at a link, and track it to the floor.

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  1:17

  Proposals and invoices

  Propose items for the client to accept, invoice from the same items, record payments, or keep to a budget only.

Hours against the items they were spent on, and a receipt from an employee’s side.

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  1:08

  Time on specs

  Time an item while you write it, see each item’s hours on the project, and how long a job’s specs took.

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  1:25

  Record an expense

  From an employee’s side: a receipt photographed or scanned, read for you, put on a project’s report, submitted, approved and paid.

Your firm’s look and settings, pausing and approving outgoing email, its shelf of fonts and resources, the portal as others see it, and AI actions.

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  1:43

  Your firm’s look and settings

  Your brand and letterhead on everything you send, the workspace style, and switching off what your firm doesn’t do.

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  1:48

  Pausing and approving outgoing email

  Who the portal emails: as usual, paused for people outside the firm, or paused for everyone, with the outbox to read, send or discard what waits; and email to people outside the firm held until a project manager or an owner approves it.

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  1:23

  Fonts and resources

  The firm’s shelf of fonts, templates, logos and standards: what each is for, where it’s licensed, and where it shows up.

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  1:34

  View as

  See the portal as your client, a contractor, a Restricted seat or an employee would, before you invite them.

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  1:45

  AI actions

  What an AI action is, why some features cost more, the monthly allowance, what’s left, buying more up front, and your own AI key.

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  1:42

  Workspace styles

  PortSpace, the Tabbed layout or the Project-first layout: the firm’s choice, your own, what changes and what stays the same.