Rank: UC2 Brainery Advanced Blue Belt I
Let’s see if this helps explain my question better @lizlarsen
Over time I’ve created going on 200 custom markup tools that correspond to our “Item Database” in B2W (the estimating software that we use). My custom tools have 4 custom columns (Item Number/Description/Quantity/Unit) and updated Subject and Description in the standard fields.
In the database we have specific items for various specific types of work. A few example items would be:
1010 6” PVC Sewer
1020 8” PVC Sewer
1030 10” PVC Sewer
I create custom tools as I need them so when I come across a job with 12” PVC Sewer I create a markup using the existing tool for 10”, update the markup to indicate 12” PVC with the correct item number and then add it to my Sanitary Sewer Toolbox.
This works, but takes time. @troy-degroot has taught me some organizational techniques for my tools that work great (thank you Troy!), but I haven’t found a way to “bulk create” tools. Seeing your method for modifying @Vince ’s custom line types got me wondering if there is a way to modify custom markup tools “outside” of Revu in bulk and then bring them back in…