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Keyboard: search, chords, the worksheet

The less the mouse, the better. ⌘K finds anything; G then a letter opens a desk; N then a letter starts something new; ? opens help for the desk you are on. The chords never fire while you type in a field, and you can turn them off for this device.

1. ⌘K finds it

Search opens with ⌘K (Ctrl K on Windows): jobs, clients, vendors and documents. Type, arrow down, Enter.

Open Dashboard →

2. G, then a letter — go

D Dashboard · J Jobs · E Estimating · T Takeoff · B Budget · I Invoicing · O Change orders · P Proposals · Q Bid requests · C Catalog · V Vendors · L Clients · R Reports · M Team · S Settings. Press G and the hint shows the letters; a letter that means nothing does nothing.

Open Jobs →

3. N, then a letter — start something

J a new job (from any desk) · E a new estimate · I a new invoice · O a new change order. If you are not on that desk, it opens and starts the new one for you. The chords never fire inside a field, a grid or an open dialog, never on the takeoff desk or in Field, and Settings → Appearance turns them off for this device.

Appearance →

4. ? and ⌘/

? opens help for the desk you are on — the article, the money words its headings carry, and the keys; ⌘/ opens the keys. Esc closes the panel and puts you back where you were. The takeoff desk has its own sheet under its own ?.

Open Estimating →

5. The worksheet and the tables

Enter and ⇧ Enter move down and up a column; the arrows move between rows and cells once the caret is at the edge of the text; Tab crosses the row. ⌘Z undoes the last change, and History on the top bar lists every one. Paste rows from a spreadsheet and the sheet shows how the columns line up before anything lands.

Open Estimating →

Related

Estimate → proposal →Takeoff: calibrate, measure, name sheets →

Evaluate on one job — 14 days free, no credit card. Try the product · For subcontractors

Questions the guide does not answer? Email support@estilumina.com or browse the Help Center.