Read On Screen Takeoff text version

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QuoteExpress On-Screen QuickStart Manual

Piping QuickStart

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SheetMetal QuickStart

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©2007 Quote Software, Inc. All Rights Reserved. Do not duplicate except by permission of Quote Software, Inc. QuoteExpress, OnScreen, and the Quote Software bullseye logo are trademarks of Quote Software, Inc.

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QuoteExpress On-Screen Piping

Welcome to QuoteExpress OnScreen! As you can see by the short length of this manual, QuoteExpress OnScreen Piping is very easy to use. However, if you have any questions or suggestions please feel free to call our Technical Support line at 18008137020.

About On-Screen OnScreen allows users to import a drawing file into QuoteExpress and display it on the computer monitor. You do your takeoff with the mouse instead of a digitizer pen, and the segments that you have taken off appear right on your screen. You then simply click on icons to add fittings and equipment. All of the items are immediately fed into QuoteExpress Piping, with no additional importing steps necessary.

Getting Started If your Piping program is already set up with your data, you are nearly ready to use QuoteExpress OnScreen. Your next step is to call 18008137020 and a Support Tech will install some files and update you to Piping 2.3r0 or greater. You will then need an authorization code to unlock the OnScreen process. If the OnScreen registration window doesn't open automatically, you can click on the Configuration button on the Main Menu, then click on the System tab, and press the QuoteExpress OnScreen Addon button (if the button says "registered," you can skip this step.

Creating Your Job The first step is to create a new Job in QuoteExpress Piping. This is done exactly the same as if you were doing a regular takeoff (this is not necessary if you are using a job or zone that have already been created you simply need to open the zone).

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From the Main Menu click on the Job File tab. Click the New Job button. Enter the description information (you must at least enter a name for your job). After the Job is created, open it by clicking the Open button or by doubleclicking on the job's name. Create a zone by clicking the New button and entering the description (you must at least enter a spec and a name for your zone). After you have created the zone, the standard TakeOff screen will open automatically. Opening a Drawing & Setting the Scale On the Takeoff screen, select the Tools menu and select Quote Express OnScreen. This will allow you to select the file that contains your drawing. You can select any image in the following formats: JPEG, GIF, DXW (CAD), TIFF, BMP (Windows Bitmap). If your file is not in one of these formats, you can often use another program to convert your image. For example, AutoCAD can save files as a DWG or JPG. There are many tools available online that can convert PDF (Adobe Acrobat) files to JPG. Please contact Quote Software if you need one of these tools. Now that the QuoteExpress OnScreen window is open, take a moment and note that the regular QuoteExpress Piping takeoff window is also still open. At any time, you can jump back to that window and add items. Additionally, you can always check the listing to view your OnScreen items being added. Some users use a separate monitor for the OnScreen window and the takeoff window. After your image has been opened, you will need to define the scale for your drawing. You will be on the Tools tab. Click the Define Scale button. Find a known measurement on the plan such as a doorway or a labeled segment. Click the cursor ONCE at the beginning of the length (the cursor will turn green) and click once more at the end of the length (the cursor will turn yellow). Then input the length of that measurement in inches into the Set/Adjust Image Scale box. Click OK. There will be a green check mark next to the Define Scale box. You can now proceed with your takeoff.

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Your First Takeoff with On-Screen Click the Draw tab, which gives you a palette to choose your pipe highlight color. You can change colors whenever you need to, it does not affect the takeoff. However, you may want to use different colors to signify DWV, chilled, different sizes, etc. Take a moment to make sure that you have chosen the correct sizing (located on the icon menu below the On Screen window). The default is NA, or Not Applicable, which are items without sizes. You must make sure that you select a pipe size to begin drawing segments. You must also select the type of Pipes ­ Pipes, Branch, or Vertical. This selection is between the sizing and fitting menus at the bottom of the OnScreen window. To draw line segments, simply click on the beginning of a segment, then click again at the end (do NOT hold the button down). The pointer will turn into a green spot when you select the first point. When you click the end point, the spot becomes yellow and the segment is accepted. To add fittings, click the appropriate fitting icon then click on your drawing where it goes. As you click, the item is automatically added into takeoff. To remove an item, you can EITHER go to takeoff and delete it (and it will be removed from the drawing), OR you can select the item or items by using the Select Object button (on the Tools tab), and then press your "delete" key on the keyboard. If you would like to adjust the SIZE of the IMAGE of the fitting, simply select the corner of the object and drag it in or out.

You can also add Job Items or Assemblies to the takeoff. Slide the scrollbar next to the "Pipes" section, and the available items will be revealed. You can select the appropriate item and place it on your drawing in the same manner as the fittings. NOTE: Adjusting the size, placement, or orientation of a fitting or segment does NOT affect your takeoff totals. For example, if you takeoff a 10ft segment by clicking at the beginning and endpoint, you can move the line on the drawing (and even lengthen or shorten it), but this does not change the 10 ft that is in your takeoff. To change an item, you need to DELETE it, then take it off again.

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Button Functions Load allows you to load another plan into OnScreen Revert reloads the original plan to pretakeoff condition · Print prints the plan sheet · Close closes the current OnScreen job · Pan Window You can use this to move your view in the OnScreen window, which is especially helpful in large drawings. Check the box and a window will appear with a small copy of your drawing. Click on the blue square and drag it around to rapidly move to a different area of your image. Zoom & Draw Tab Functions · Zoom Tab allows you to expand or contract the view in various ways Mag Cursor magnifies a small area of the plan Fit to Screen fits the whole page into your screen size Region Zoom is a "magic wand" for creating a selection to be magnified. Actual Pixels makes the plan actual size Percentage window changes drawing size by the percentage input Panning cursor moves the whole plan within the screen · Draw Tab selects pipe segment highlight color & resolution Color Palette click on any square to change segment color Draft usually adequate resolution and fastest speed Mid better resolution slower speed High highest resolution slowest speed

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Congratulations! You now have the basics of QuoteExpress Piping OnScreen. For more information, please call 18008137020, or visit us at www.quotesoft.com.

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QuoteExpress On-Screen SheetMetal

Welcome to QuoteExpress OnScreen! As you can see by the short length of this manual, QuoteExpress OnScreen is very easy to use. However, if you have any questions or suggestions please feel free to call our Technical Support line at 18008137020.

About On-Screen OnScreen allows users to import a drawing file into QuoteExpress and display it on the computer monitor. You do your takeoff with the mouse instead of a digitizer pen, and the lengths that you have taken off appear right on your screen. You then simply click on icons to add fittings and equipment. All of the items are immediately fed into QuoteExpress Piping, with no additional importing steps necessary.

Getting Started If your SheetMetal program is already set up with your data, you are nearly ready to use QuoteExpress OnScreen. Your next step is to call 18008137020 and a Support Tech will install some files and update you to SheetMetal 2.97 or greater. You will then need an authorization code to unlock the On Screen process. From the main menu, click on the Maintenance button. Find and click on the Register QXP On Screen button. Read the "Request code" to the Support Tech and they will give you the authorization code to unlock the OnScreen feature.

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Now click the Main Menu button again.

Creating Your Job The first step is to create a new Job in QuoteExpress SheetMetal. This is done exactly the same as if you were doing a regular takeoff (this is not necessary if you are using a job or zone that have already been created you simply need to open the zone). From the Main Menu click on the Job File tab (or button). Click the Add Job button. Enter the description information (you must at least enter a name for your job). After the Job is created, add a zone by clicking the Add New Zone button and entering the description (you must at least enter a name for your zone). After you have created the zone, you will need to select your pressure files, and then the standard TakeOff screen will open automatically. Opening a Drawing & Setting the Scale On the Takeoff screen, select the Tools menu and select the last item, Quote Express On Screen. When the OnScreen window opens, press the Click to Begin button. Click the Load button. This will allow you select the file that contains your drawing. You can select any image in the following formats: JPEG, GIF, DXW (CAD), TIFF, BMP (Windows Bitmap). Now that the QuoteExpress OnScreen window is open, take a moment and note that the regular QuoteExpress SheetMetal takeoff window is also still open. At any time, you can jump back to that window and add items, and they will be added to your item listing (however, they will NOT be added to the image in the OnScreen window). Additionally, you can always check the listing to view your OnScreen items being added. Some users use a separate monitor for the OnScreen window and the Takeoff window so that they can view both simultaneously. After your image has been opened, you will need to define the scale for your drawing. Click the Scale tab and click the Define Scale button. Find a known measurement on the plan such as a standard duct width, a doorway, or a labeled length. Click the cursor ONCE at the beginning of the length, then click once more at the end of the length. Then input the length of that measurement in inches into the

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Set/Adjust Image Scale box. Click OK. Your First Takeoff with On-Screen Click the Base tab. The last option in this tab is Draw duct as a single line. If you wish to draw with lines, check this option. If you wish to draw with rectangles, leave this box blank. Next, click the Draw tab, which gives you a palette to choose your duct highlight color. You can change colors whenever you need to, it does not affect the takeoff. However, you may want to use different colors to signify different sizes, etc. You can now choose your duct from the palette below the image window To draw line segments, simply click on the beginning of a segment, then click again at the end (do NOT hold the button down). When you click the end point, length is accepted. To add fittings, click the appropriate fitting icon then click on your drawing where it goes. When you have finished counting you must click the ACCEPT button to record your count to your takeoff totals. Tab Functions · File Tab Move & Resize click this button to allow you to move the OnScreen window, and resize it larger or smaller Load allows you to load another plan into On Screen Refresh reloads the original plan to pretakeoff condition Print prints the plan sheet Close closes the current OnScreen job · Zoom Tab gives options for defining the Item Menu and the scale for takeoff Actual Size resizes the image to 1 pixel per inch Fit to Screen resizes so that the entire image fits in the window

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Draw tab

Magnification + / allows you to manually change the magnification Accept button accepts counts of items during takeoff (piping auto accepts) Drawing Scale % adjusts the size that your duct length appears in the OnScreen window (only applies when NOT drawing duct as a single line) Fitting Scale% adjusts the size that your fitting appears in the OnScreen window Color selects duct highlight color Duct Style allows you to take off multiple lengths of duct without having to reselect the duct. Fitting Style allows you to take off multiple fittings without having to select the fitting again. Image Quality allows you to select between higher quality / slower speed and lower quality / faster speed Constrain to common angles if you check this selection, your line will "snap to" only 45, 90, r 180 degree angles o Draw duct as a single line allows you to choose that your lengths of duct appear as single lines or rectangles

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Base tab

Congratulations! You now have the basics of QuoteExpress OnScreen. For more information, please call 18008137020, or visit us at www.quotesoft.com.

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On Screen Takeoff

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