An Installation Book gives each installer a clear, structured packet of everything they need to complete their work. It pulls together all relevant items, details, and documentation for a single installer on a project.
Below is the streamlined process for creating one.
Create an Installation Book
In the Books tab, select Create new book.
Choose Installation Book and select Next.
Pick the installer you want to generate the book for, then select Next.
Installation Books are created one installer at a time.
Name your book. If you want a custom cover, choose one from the Cover dropdown.
Choose what you want to include:
Index Page: A list of all pages in the book.
Room Schedule: Items organized by Room, Space, and Location.
Item ID Schedule: Items organized by Division.
If there are details you do not want to show (such as SKU or Manufacturer), deselect them in each schedule type you are including.
Select Create.
Export and Share
Once the book is created:
It will appear in your list of Books. Select the vertical ellipsis to create a PDF.
When the PDF finishes processing, it will appear in your Documents tab, where you can download it or generate a link or QR code.
Add Supporting Documentation
If you want installation documents (such as spec sheets or cut sheets) to appear automatically in the book, add them to the item in the Catalog. See Adding Documentation to Items for steps.