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Visbuild - Overview (New UI)
Visbuild - Overview (New UI)

An overview of the Visbuild Window and its Features

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 4 months ago

This Help Article covers;

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.

To Launch Visbuild

Launching Visbuild is done from the Quote Page by pressing the [OPEN IN VISBUILD] button to launch the Visbuild Browser Tab

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

Quick Flow;

QUOTE: XXXX > [OPEN IN VISBUILD]

1. To access Visbuild, Press the [OPEN IN VISBUILD] button of a Quote Page to open a Visbuild Browser Tab

Visbuild Window Layout

A - Main Window

B - Kitset Libraries Panel

C - Section/Plan Selector & Auto Save/Save button

D - Layer Selector

E – Properties Panel

F - Tools & Options Selector

G - Scaler

A - Main Window

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

B – Kitset Libraries Panel

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

C – Sections/Plan Selector & Auto Save/Save button

Press the Section/Plan Selector Drop-down to display the Sections and Plan Images OR Press the [+] to add a new Section/Plan, or Press the "pencil" to Edit or Delete a Section.

D – Layers Selector

Press the Layer Selector Drop-down to display/select the Layer(s) OR Press on the Layer Selector ”More” (3 dots) menu to Add, Edit, or Delete a Layer

E - Tools & Options Selector

Press a Tool or Options dropdown to access the array of Katipolt Tools and features

F – Properties Panel

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

G - Scaler

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

Visbuild Tools & Options

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

PointerReset 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 pasting)

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")

Pan - Used to move the Plan around the Main Window

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 or 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)

Show/Hide Pricing

The current Quote pricing can be viewed in real-time from the Visbuild Window, the Pricing displays above the Sections Selector

Manage Libraries

Use the Manage Libraries to create your own User Owned Libraries to save commonly used Kitset or Kitset Groups

⚠️ NOTE: User Owned Libraries can be moved up and down the Kitset Libraries, hover to the left of the Library name to display the "handle", then Press on and Hold, Dragging & Dropping to the desired position.

💡 TIP: By default, the top Kitset Library expands on launching Visbuild, so put your commonly used Kitset Icons into a Library and position it at the top so they are ready for you to use on launching Visbuild.

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