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Silver Series - Start Here!

Now that we’ve laid the foundation, it’s time to unlock the next level.

Updated over a week ago

The Silver Badge Series takes us deeper into the powerful systems behind Design.efficiently. This is where things get interesting - where structure meets scale.

We’ll go beyond the basics and into intermediate tools and workflows that help you work smarter, collaborate better, and prepare your projects for procurement and execution.

In this series we'll explore:

1: Item ID Mastery

We’ll take a deep dive into the full power of Item IDs. By the end of this, you’ll love them as much as I do. Item IDs act as a central intelligence hub - what you define at the ID level flows down to every location it’s attached to.

We'll cover

  • Dependent Items

  • Alternate Items.

  • Specifications

  • Options

  • Documents

  • Parts

2: Location Mastery

We’ll explore when to store specs and documents at the Location level instead of the Item ID - and why that distinction matters.

You’ll learn how to manage custom conditions room by room while maintaining clarity across your schedule.

3: Outputs (PDF & Excel)

We’ll set up a system to manage who is responsible for what - at every step of the way.

This includes:

  • Installation Book

  • Procurement Books

  • Installation Books

  • Product Book (Releasing Fall 2025)

4: Catalog Lists

Lists allow you to group and tag items for better tracking, organization, and reuse—across both active and past projects.

Every item you select is automatically added to a Project List, so you can always go back and review selections from previous jobs. In addition, you can manually tag items into:

  • My List – a personal shortlist for items you’re considering or want to reuse

  • Org List – a shared list across your team or company for commonly used items or Developer/Builder Selections Books.

Whether you’re filtering by a room, supplier, or just saving a few favorites—Lists make your workflow smarter.

5: Book Elements

We’ll also learn how to edit and manage Book Canvas Elements, so your presentations look sharp and reflect your brand - every time.

Lets get started with:

NOTE: This badge series is UNDER CONSTRUCTION, it will be ready August 3rd.

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