Plans Management – Truebuilt

Welcome to TrueBuilt
- Overview of TrueBuilt Software
  - Introduction to TrueBuilt
  - Platform Features & Benefits
Onboarding (Start Here)
- Welcome to TrueBuilt
  - Logging In
  - IT Onboarding Instructions
  - TrueBuilt 101 Recordings
  - Importing from OST & Quick Bid
Projects
- Setting up a New Project
- Navigating the Project Module
- Sharing Projects
- Archiving a Project
Documents
- How to Upload Files
- Folder Explanation
- Document Statuses
- File Actions
- How sheet names/numbers are captured
Plans Management
- Manage Plans
  - Intro to Plans Management
  - Reordering Your Plans
  - Creating a New Revision Set & Adding an Additional Revision Set
  - Editing the Title of a Plan
  - Skip Plans Management? Use Quick Takeoff
  - Creating Copies of a Plan
- Plans Management FAQS
  - FAQS
Bid Packages
- How to Create a Bid Package
- Creating Alternates
- The Components & Materials Tab
Takeoff
- Overview
  - Starting a New Takeoff
  - Create a Component Within a Takeoff / Using Two Components Simultaneously
  - Annotations
  - Using Backouts
  - Accessing Takeoff
  - Navigating Plans
  - Manual Component Tools Overview
  - AutoCount and AICount Tools
  - Calibrating Scale
  - 1-Click walls & 1-Click Rooms
  - Auto-Walls
  - Quantity Types in Assemblies
  - Template Library
  - Assemblies & Master Items
  - Rounding Off an Area Component
  - Manual Stop
  - Creating a Repeated Group
  - Auto Link
  - Smart Selection
  - Component Detail Window
  - Selecting + Grouping Components
- Features
  - Keyboard Shortcuts
  - Toggling popover when drawing
  - Maneuvering Controls for plans (Takeoff)
  - Switching between sheets in a Takeoff
  - Managing Areas
  - Adding Hyperlinks
  - Component Legend
  - Quick Actions
  - Overlays
  - Dialog Overlay
  - Creating Components with Ai
- Takeoff: FAQS
  - FAQs
Estimation
- Estimating
  - Overview of the Estimating Process
  - Supplier Management
  - Mass Editing Items
  - Overview Tab
  - Components Tab
  - Repeated Groups
  - Materials & Labor Tabs
  - Equipment Tab
  - Subcontractors Tab
  - Others Tab
  - Payroll Tab
  - Markup Tab
  - Quotes Tab
  - Reports Tab
- FAQS
  - FAQs
Database Management
- Database Management Overview
- Calculating Material & Labor Pricing
Supplier Quoting
- How to Create a Quote
- After Creating a Quote
- Adding Suppliers & Emailing Quotes
- Marking a Quote as Complete
Troubleshooting Guide
- Common Issues & Solutions
Integrations
- - Fieldwire Integration
More

Manage Plans

Intro to Plans Management

Reordering Your Plans

Creating a New Revision Set & Adding an Additional Revision Set

Editing the Title of a Plan

Skip Plans Management? Use Quick Takeoff

Creating Copies of a Plan

Plans Management FAQS

FAQS