The link between the canvas and the money: a tag's category finds its products, and a drawing that changes can push its changes back into an estimate.
Category Is The Match Key
A tag category and a price book category match on the same key. Place a category tag on the canvas, open its details, and the product chooser shows only the items in that category — so pricing comes straight from your book instead of from memory.
This is why defining your categories properly is the highest-leverage setup in the app. They're simultaneously the canvas palette, the takeoff grouping, and the price book's structure.
- Tag category and price book category share one key.
- The tag's product chooser is filtered to its category.
- Takeoff totals by category in the category's unit.
Pro tip: Define your categories once, carefully, before building the book. Everything downstream — the palette, the takeoff, the pricing, the estimate sections — inherits that decision.
When The Drawing Changes
Drawings change after an estimate is written. Re-syncing from the drawing shows exactly what moved before anything is applied: quantities that changed, tags that are new since the estimate was built, and lines whose tags are no longer on the drawing.
You choose which changes to take. Nothing is applied silently, which matters because an estimate is a document a customer may already be looking at.
- Quantity changes, new items, and removed items are listed separately.
- You select which changes to apply.
- Nothing is applied without your say-so.
Filling Gaps Quickly
You'll find products missing a cost when you're mid-estimate. Rather than breaking off to open the book, you can enter the cost where you are, and it saves back to the product for next time.
- Enter a missing cost without leaving the estimate.
- The value saves back to the price book item.
- Readiness updates accordingly.