Library

What it does

The Library is your company's saved product list. It works across every project. Save a product once, then reuse it on any job. Each Library product keeps its part numbers, cut sheet PDF, price, category, and tags.

You do not need a project to use the Library. It is company-wide. This is the right place to build a master catalog of the products you use again and again.

What you see

  • Your saved products — every product your team has saved, with manufacturer, part numbers, and price.
  • Search and filters — search by title, code, or manufacturer. Filter by manufacturer with one click.
  • Tags and categories — organize the Library any way you like. Many people use one category or tag per manufacturer.

How to add products to the Library

  • Save from a project — on the Products page, use "Save to library" on any product.
  • Add one product — on the Library page, click Add Product. Upload a cut sheet PDF and the AI fills in the details.
  • Import many at once — upload a checklist, quote, or schedule file. The AI reads every line. See the "Library Import Products" article.

How to use Library products on a job

  1. Open the Library and check the products you need. Click Add to project. They copy into that project with part numbers and cut sheets.
  2. Or just ask the Builder: "add the Interthread anchor from my library". The Builder searches your Library by name.
  3. When you upload a schedule or checklist, matching Library products appear first in the review list with a My Library badge. Your own data always outranks catalog and web results.

Good to know

  • Library products never expire and are shared with your whole team.
  • Prices on Library products flow into quotes and purchase orders.
  • Deleting a project does not touch the Library.

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