Quotation Apprentice Video Tour
Step 1: Beginning in Quotation Apprentice
When the Quotation Apprentice first opens, a context screen asks for
customer information and system settings such as labor rates and tax rates.
Quotation Apprentice for Visio (QA4V) also asks for scale information. For
the Landscaping Knowledge Pack, this option should be set to "feet".
The basic QA4V workspace has one or more scaled drawing pages and an
un-scaled notes page. Shapes appear on Visio stencils, ready to be dragged
and dropped onto the drawing pages. In the Landscaping Knowledge Pack,
there are stencils for plants, beds/lawns/patios (areas), and paths/walls (1D
areas). There are also annotation shapes to assist in drawing but since
they have no corresponding data in the database, they will not appear on the
reports. If you are building your own quotation tool, the shapes that
appear will be the shapes on the stencils you provide.
Return to Quotation Apprentice