Rooms & Equipment

The Project Details page is where you build out your AV estimate room by room.

Project Details Overview

Click on a project to open the Project Details page. This is your main workspace for:

• Managing rooms
• Adding and organizing equipment
• Setting quantities and pricing
• Creating bundles and dividers

Managing Rooms

Adding Rooms

1. In Project Details, look for the (+) Add Room tab
2. Enter the room name (e.g., "Conference Room A", "Lobby")
3. Click Add

Room Settings

Each room can have:

• Room Quantity - For identical rooms (e.g., 3x "Standard Office")
• Labor Hours - Installation labor for each line item
• Programmer Hours - Programming time allocation for each line item
• Travel - Pass-through travel expenses (no markup)
• Add/Alt Group - Group rooms as optional add alt
• Archive Rooms - Archive rooms

Archiving Rooms

Temporarily exclude a room from all calculations without deleting it:

1. Select the room tab you want to archive
2. Click the Archive button in the room header (next to "Add Alt")
3. The room will be greyed out with an "Archived" badge

Archived rooms are excluded from:

• Project Summary calculations
• Estimates and Invoices
• Excel exports
• All financial totals

To restore an archived room, click on it and press the green Restore button.

Adding Equipment to Rooms

Using the Search Box

1. Find the room's search box
2. Type to search your product catalog
3. Select a product to add it
4. Products are added with quantity 1

Using Right-Click Context Menu

1. Right-click on any row in a room's table
2. Use the search box in the context menu
3. Select a product to insert at that position
4. Products insert above the clicked row

Equipment Line Item Fields

Each product in a room has these editable fields:

• Qty - Quantity of this item
• Make / Model - Product identification
• Description - Product description
• Cost Ea - Unit cost (can override catalog price)
• Override % - Custom markup percentage (overrides project default)
• Labor Hrs - Installation hours per unit
• Prog Hrs - Programming hours
• Config Hrs - Configuration hours
• Cables - Add per-room cable rows from the Cable Catalog with by-foot or by-run pricing (legacy projects show fixed CAT6 STP / UTP / IDF quantities here instead)
• Equipment Source - Vendor/supplier
• PO # - Purchase order number
• Quote Ref - Vendor quote reference
• Notes - Additional notes

Drag and Drop Ordering

Reorder equipment within a room by dragging rows. The order is preserved and used in reports.

Single Item Reordering

• Drag any row by the grip handle to move it to a new position
• Drop on another row to place the item at that location

Multi-Select Move

Move multiple items and dividers as a group:

1. Select items - Hold Shift and click the copy button on each item/divider you want to move
2. Drag any selected item - All selected items will move together
3. Drop at target location - The group moves while maintaining their relative order

After a successful multi-move, the selection is automatically cleared.

Copying Line Items Between Rooms

Reuse line items from one room in another by copying and pasting:

1. Select items - In the source room, hold Shift and click the copy button on each item you want to copy
2. Open or create the target room - Click the (+) Add Room tab to create a new room, or switch to an existing room tab
3. Paste - Right-click in the target room's equipment table and select Paste

Copying a Whole Room

Duplicate an entire room's equipment (line items and dividers) into another room in one step:

1. Copy the source room - In the source room's header, click Copy Room
2. Open or create the target room - Click the (+) Add Room tab to create a new room, or switch to an existing room tab
3. Paste - Click Paste Room in the target room's header. The button shows the source room name and the number of items being pasted.

Full-Screen Room Expansion

For large equipment lists, expand a room to full-screen mode for easier viewing and editing:

Opening Full-Screen Mode

1. Find the expand icon () in the room header
2. Click to open the room in a full-screen overlay
3. The overlay provides a dark-themed, distraction-free workspace

Full-Screen Features

• Complete Equipment Table - All columns visible with horizontal scrolling
• Inline Editing - Edit all fields directly (quantity, costs, labor, notes, etc.)
• Drag & Drop - Reorder items by dragging the grip handle
• Zoom Controls - Use +/- buttons to zoom in/out for optimal viewing
• Product Search - Search and add products via the footer search bar
• Add Dividers - Insert subtotal dividers to organize equipment
• Room Quantity - Adjust room quantity directly in the header

Closing Full-Screen Mode

• Click the Close button in the header
• Press Escape key

Add/Alt Groups

Group rooms as alternatives for client proposals. Use when presenting multiple options (e.g., "Basic" vs. "Premium" configurations):

1. Click Manage Add/Alt Groups in the project header
2. Create groups (e.g., "Option A", "Premium Package", "Phase 2")
3. Assign a color for visual identification
4. In each room's settings, select which group it belongs to

How it affects pricing: Rooms in the same group are shown together in estimates. Different groups let clients compare package options easily.