You may also write and save notes on any discussions or decisions made between parties or maintain any correspondence between the principal, subcontracts, builder, and proprietor.
Notes can be saved against each estimate and you may include dates and any other detail necessary for maintaining correspondence before, during, or after the construction period.
To make a note, click on the Note icon for the estimate you wish to make notes on. A new tab will open on your browser.
Image 1: Locating the note icon.
Type your notes in the space provided and click Add Notes to save and close the tab.
Image 2: Adding a note in the editor panel.
To view your saved note, click on the note icon again.
You may copy and paste a table that you have created in excel or exported from Planswift. To paste a table or any information that you have copied, click in the space and press ‘Ctrl V’ on your keyboard.
Image 3: Importing a table in your note.
You may add images to the notes to better describe the jobs which are included in the estimate.
In the notes tab, click on Insert and select Images.
Image 4: Adding images in your note.
Click on the upload icon to select and upload an image from your computer. You may only add one image at a time. If you wish, you change the image width and height (in pixels) by entering the preferred values. By default the lock icon will be locked to indicate a fixed image ratio. Click on the lock icon to release the ratio if you require more flexibility for your image. Click Save to proceed.
Image 5: Uploading images from your computer.
Your image will be displayed in the main note editor. Continue typing your note and once you are done, click Add Notes to save your note and close the note tab.
Image 6: Saving an image to your note.
You may also include a purchase order in a note for quick and easy reference. To do this, click on Insert and select Insert templates.
Image 7: Inserting templates in your note.
Next, click on the drop down menu, select Purchase order and click Save to proceed.
Image 8: Inserting a purchase order template.
You may then proceed to fill in the template or paste information from a Planswift Excel file.