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How To: Create a Job
How To: Create a Job
Updated over a week ago

1. Click on NEW JOB

2. Add in Customer Details

3. Begin typing your Mailing Address

4. Click on your address if it appears in the drop down

5. Click on Customer Type - this will determine the job markup

6. Amend the Job Name

7. Uncheck the box if the Site address is not the Same as Mailing Address

8. Drag the location to ensure it is over the correct property. This is important for calculating the Wind Data

9. Click on LOAD WIND DATA

10. The box should turn green

11. Click on Blocking

12. Click on Importance Level

13. Click the question mark beside Blocking or Importance Level to get more information

14. Add any Site/Delivery Notes

15. Click on your desired structure type

16. Click on CREATE JOB

17. Your job is ready to begin designing

18. Click on ATTACHMENT / HOUSE

19. Click on Roof Type

20. Click on Pitch

21. Click on Frame Construction

22. Amend Fascia Height, Gutter Width & Eave Height

23. Amend Wall Height & Cladding Width

24. Click on SHAPE / DIMENSIONS

25. Click on Design Types (this was selected in Job screen but can be changed here)

26. Amend Frame Length, Width & Height

27. Select your Roof Pitch

28. Add any Overhangs

29. Click on ROOF SHEETING & FLASHINGS

30. Select your Roofing Sheet

31. Select your Roofing Sheet colour

32. Amend your Sheet Laying direction

Auto will default to laying left to right. You will be able to see a yellow arrow indicating the sheet laying direction on the plan view image

33. Select your Skylight profile (if relevant)

34. To add a Skylight click on the panel on the plan view where you wish to add a skylight

35. Click on Add Skylight

36. Click on GUTTERS & DOWNPIPES

37. Select your Guttering profile and colour

All other fields will default to match the same colour

38. Click on BEAMS & POSTS

39. Select your Post dimensions and colours

40. Specify your Corner Post Position

41. Specify your Intermediate Post Position (if relevant)

42. Select your Fascia Beams

43. Select your Purlins

44. Select your Rafters

45. Your design is now complete

46. To see your design in 3D, click on MODEL VIEW

47. Click on DISPLAY OPTIONS

48. You can now remove or make layers transparent to see details of the structure

49. Click on highlight

50. Change the Sun Position to mimic the shadowed area depending on the time of day for your customer

51. The Shadow has now moved mimicking the suns movement

52. To go back to the previous screen, Click on PLAN VIEW

53. You can close the side panel by clicking the arrow

54. Click on Properties to close this panel

55. Your Design is now complete.

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