SMART Estimator

Creating and Editing Shared Lead-in Descriptions

  1. Overview of Shared Lead-In Descriptions

    As Lead-in Descriptions are automatically shared when they are created, it is very simple to share them. As long as the Estimator is connected to an Enterprise Server, either on-premises or in the cloud, any newly created Lead-in Descriptions are automatically shared with all other estimators.

  2. Accessing the Lead-In Descriptions

    To get started, navigate to the Quote IT module and locate the Lead-In Description SMARTText, which by default can typically be found within the Item Description section.

    When you click on it, you will be presented with the Lead-In Description Dialog Box and a list of several Lead-In Descriptions available to you.

  3. Creating your own Lead-In Descriptions

    You can also create your own Lead-In Descriptions similar to the quotation using the toolbar above, simply click on the Add Description button on the Dialog to create your own Description.

    You can do basic operations such as Bolding, Italicizing and Underlining, alongside advanced operations such as Bullet Points, Font size and type, Alignment as well as inserting images.

  4. Editing the Lead-In Descriptions

    You can edit text in an existing Lead-In Description by clicking on the box that contains the Lead-In Description Text, from here you can make your changes. When you are satisfied with the changes, click on the Green Tick button on the top right of the dialog box to save and use your modified description.

  5. Removing a Lead-In Description

    If you wish to remove a Lead-In Description, locate the Erase column on the right side of the table. Then click on the ‘Red Cross’ in the row corresponding to the Lead-In Description you wish to remove. A prompt will appear asking you to confirm whether you want to delete it. By clicking Yes, the Lead-In Description will be permanently deleted.

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