Knowledgebase: Grouping Measurements
Working With Custom Groups
Posted by Go iHelp Administrator, Last modified by Go iHelp Administrator on 19 June 2012 03:11 PM

When working with customized groups, you can:

  • Create a custom group
  • Change outline colors
  • Change fill colors
  • Change units of measure
  • Delete default groups
  • Create multiple templates for different projects
  • Apply changes to all existing measurments in a group
  • Assisgn group types to the Lawn or Snow Proposal Builder modules
  • Groups can be saved to your local computer, reloaded, and set as the default template.

Creating customized groups:

  • Click on the New Measurement Group icon (Gold Plus) located on the Groups Toolbar

  • Type in the name of your new group in the dialog box that pops up
  • Choose the fill and outline colors for the new group

  • You new group becomes active by default

Editing Measurement Groups:

  • Click on the Edit Measurement Group icon (Pencil) located on the Groups Toolbar

  • Change outline and fill colors as needed. Colors can be set for both the area add tool and the area subtract tool. You can also edit the group name if desired.

  • Change the settings for units of measurement by clicking the Units tab

 

Deleting Groups

  • Select the group name that you need to edit from the Groups Toolbar
  • Click on the Delete Measurement Group icon (Red X) located on the Groups Toolbar

  • Confirm deletion of the group in the pop up dialog that appears

 

Proposal Builder Groups

For clients that use our Proposal Builder products, editing groups gives you a way to:

  1. Assign default mulch depths
  2. Assign default equpiment

To assign mulch depths:

  • Select the group name that you need to edit from the Groups Toolbar

  • Select the Edit icon
  • Select the Proposal tab

  • Select the beds category from the Lawn Group Type drop down menu and enter the desired much depth.

 

 
To assign equipment:

 

  • Select the group name that you need to edit from the Groups Toolbar

    • Select the Edit icon
    • Select the Proposal tab
    • Select one of the available Proposal Builder categories from the Lawn or Snow Group Type drop down menu and then choose the desired default mower or plow.
      • NOTE: Equipment groups must be setup before this through the Proposal Builder template.

 

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