This Help Article covers:

General/Overview:

Visbuild is Katipolt’s dedicated Visual Quote Builder where the User can Upload or Drag & Drop a Plan, then Drag & Drop Kitset Icons onto the plan to build a Quote.

⚠️ NOTE: Items added to the Plan can be deleted by Pressing on the item(s) to highlight, then either Press your Keyboard's "Delete" key or Right-Click on the item(s) and Select Delete.

Launching Visbuild is done from Katipolt's Quote Window by pressing the [OPEN IN VISBUILD] button to launch the Visbuild Browser Tab.

⚠️ NOTE: Following the adding of a new Quote, you need to do a [SAVE] to liven the [OPEN IN VISBUILD] button.

Quick Flow;

1. From the Quote Window, Press the [OPEN IN VISBUILD] button to open a Visbuild Browser Tab

A - Main Window

B - Kitset Libraries Panel

C - Section/Plan Selector & Autosave button

D - Layer Selector

E – Tools & Options Selector

F - Properties Panel

G - Scaler

This is where Plans are Dragged & Dropped to Upload, or displayed, and where Kitset Icons are Dragged & Dropped to build the Quote.

Press the required Kitset Library Category to expand the Library and display the Kitset Icons available for use.

To Show/Hide the Kitsets Library Panel:

Press the Section/Plan Selector Drop-down to display/select the Plan to work on, OR Press the [+] Icon to Add new Section/Plan, OR Press the Pencil Icon to Edit or Delete a Section.

To Show/Hide the Sections/Plans Dropdown:

To Toggle Autosave "On"/"Off":

⚠️ NOTE: Autosave does not activate until Visbuild has been sitting idle for a short time (approx 1 minute), I.E. if you are using Visbuild continuously without a break to build your Quote, the Autosave will not be activated, so take a break or manually save Visbuild regularly to ensure your work is saved.

Press the Layer Selector Pop-up to display/select the Layer to work on, OR Press the Layer Selector ”More” (3 dots) menu to Add, Edit, or Delete a Layer.

To Show/Hide the Layers Pop-up:

Press a Tool or the Options dropdown to access the array of Katipolt Tools and features, see the "Visbuild Tools & Options" Section below for further information.

Displays additional properties/editing available for the Tool/Feature selected.

To Show/Hide the Properties Panel:

Press on the Scaler dropdown to capture a scale or Edit a Captured Scale for the Plan you are viewing.

Visbuild has an array of Tools and Options to assist with Plan Layouts and creating Quotes. For more information on Visbuild Tools and Options, see the Help Article "Visbuild - Tools and Options".

TOOLS

Pointer – Reset button, cancels any Tool selection and returns the User to normal “Drag & Drop” functionality

Line – Used for joining elements with a line to display relationships

Stamp – Used for Stamping a selected Kitset Icon on a Plan (multiple dropping)

Text – Used to place a Text Box on the Plan

Quote Line – Used to place a Quote Line on the Plan (a "Kitset" for "this Quote only")

Symbol Match - Used to select a Plan Symbol to match with a Kitset and bulk populate Kitsets

Pan - Used to move the Plan around the Main Window

OPTIONS

Undo/Redo – Undoes and redoes the last action(s) back to the last [SAVE]

Copy/Cut/Paste – Copy or Cut the highlighted item(s) then Paste

Group/Ungroup – Groups elements for moving, Copying/Cutting & Pasting

Delete – Deletes the highlighted item(s)

Zoom – Used to zoom in/out on the Plan

Grid & Drawing Boundaries - Displays a Grid/Drawing Boundaries to assist with element placement

Show Pricing - Displays the current Quote price on the Visbuild Window

Shortcuts – Displays a list of the Shortcut keys for the Keyboard/Mouse

Additional Element Info – Displays additional info on elements

Icon/Text Size - Used to increase/decrease Icons/Text

Alignment/Space – Used to align/space elements (Displays in Properties Panel when elements are selected)