Versions & revisions - AV Software Docs

Track floor plan and quote revisions on a version board and link the ones you actually sent.

A project can go through several rounds of design and pricing before a client decides. The version board is where you keep those rounds straight: each revision groups the floor plan and quote you actually sent together, so you always know what a client saw and accepted.

Opening the version board

From a project, open its Versions view. You will see a column for each revision, labeled by its version number, with a status shown as a colored dot: Draft, Sent, Accepted, or Rejected, based on whether it has been published or the client has responded. An "Unassigned" column holds floor plans and quotes not yet linked to any revision, and a dashed "New revision" column lets you start a fresh one.

Linking a revision

Drag a floor plan or quote card into the column for the revision it belongs to. This links that item to the revision.
Drag a card onto "New revision" to create the next revision and link the card to it in one move.
Drag a card back to "Unassigned" to unlink it.

Right click a card for "Duplicate to new revision", which copies a quote, with all its lines, or a floor plan into a fresh revision, ready to edit without touching the original.

Reading the board

A floor plan card marked "Read only (superseded)" is an older version of a plan that has since been redrawn; the current version is the one without that label. A quote card shows its own status, for example Sent or Accepted, alongside the revision it sits in.

Tips

Superseding happens automatically in two places: converting a quote to an order marks sibling quotes on the project Superseded, and drawing a new version of a floor plan marks the old one read only. Neither needs a manual step.
Use "Duplicate to new revision" when a client wants changes but you want to keep the original quote or plan intact as a record of what was first proposed.
The version board is the place to check first if you are not sure which floor plan or quote a client actually saw. Match it against the revision that was published and accepted.