SMART Estimator
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Enterprise Server
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Adding Cloud server users
Server Back Up and Restore
Archiving Estimates from server
Migrating Local server to Cloud
Creating Folders in Enterprise Server
Using Server Tools from the Command Line
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User software settings
User Address Settings and Yard
Scaffold Banner and Sheeting logo
Adding Watermarks
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Setting up your Rates
Editing Shared Pricing Rates
Creating a rate setting template project
Importing and Exporting shared Rates
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3D Model Controls
Adding Independent scaffolds
Adding Circular Tank scaffolds
Adding Birdcage & Lift shaft scaffolds
Adding Tied or Freestanding towers
Adding Stair towers, Ladders towers & Buttresses
Adding Loading bays
Adding Chimney scaffolds
Adding Temporary Roof
Adding Edge protection
Adding Pavement Gantry’s
System Scaffolds
Using the Scaffold Library
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Adding Gin wheels, Rubbish Chutes, Safety standards, Double standards and Lamps
Adding and Editing bridges/beam work
Adding Beams around Corners
Adding Cladding
Adding Cantilever protection fans
Adding Pavement Lifts
Adding Recesses and Infills
Building and Ground colour
Visual options (Tube, Ladder, System details and Grips)
Add a Pedestrian or Scaffolder
Copying pictures of the model
Quotations
This section covers the essential functionality of the Quote IT Module. This section is designed so that after completing the section, you can print, export, and email the customer an attached quote that contains the correct Information, Lead-In Descriptions, Clauses, and Conditions. Click on ‘Read More’ to view the documentation below.
Quotation Sections
Learn the basics of the Quotation Document and how you can navigate between the sections as well as reordering them.
Editing Quote Text
Discover how to modify and bold your text, italicize, underline, and everything to do with SMARTText.
Lead-In Descriptions
Learn how to add lead-in descriptions to your quotation to briefly introduce what type of scaffolding will be included.
Adding Images to Quotations
This documentation will show how you can take a snip of your Scaffold Model and insert it into the Quotation.
Clauses & Conditions
Learn how to add and remove the clauses on the quote as well as configuring automation and recommendations.
Exporting & Emailing Quotations
Learn how to Export and E-Mail your Quotation to the customer.
Manual Quote Items
This documentation will cover how you can quote for non-scaffold related work or costs.
