Apply measurement changes to a quote
When measurements change, review the new quantities for every calculated line, see blocking issues and preserved overrides, and apply them before sharing.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:19
Scenes
6
Lesson
4.5 · Roof measurements
File name
04-05 apply-measurement-changes-to-quote.mp4
Before you record
- A proposal priced from an old snapshot, then a new snapshot activated, so the warning is live.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: A proposal with at least one calculated line; A newly imported or activated snapshot.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Apply measurement changes to a quote | /projects/[projectId] | Title card, then the first screen of the lesson. | New measurements arrived after you priced the job. Here is how to bring the quote up to date without surprises. |
| 1 | 0:2041s | Spot the warning | /projects/[projectId] | On the job page look at the proposal card. | After new measurements, the proposal card warns you. The app will not let you share until you look. |
| 2 | 1:0141s | Open the review | /edit/report/[reportId] | Click "Open for editing", go to Quote Details and click "Review changes" on the amber card "Project measurements changed. Review calculated items before applying them." | In the quote editor an amber card points at the problem. Review changes opens the comparison. |
| 3 | 1:4241s | Read the three sections | /edit/report/[reportId] | Read "Line changes" ("Qty a to b and total $…" per item), "Blocking issues" ("Missing tokens: …" when a formula needs a measurement the snapshot lacks) and "Preserved overrides" (quantities you typed by hand, which stay as they are). | Three lists: what will change, what cannot be calculated because a measurement is missing, and the quantities you overrode by hand, which are left alone. |
| 4 | 2:2341s | Apply | /edit/report/[reportId] | Click "Apply changes". | Apply, and the lines refresh. The summary confirms how many changed, and the warning on the job is gone. |
| 5 | 3:0415s | Recap & next lesson | /edit/report/[reportId] | Hold on the finished result, then the end card. | Quote refreshed. Last in this module: the measurement tokens your formulas use. |
Narration, in order
0. Intro: Apply measurement changes to a quote
0:00 · 20sTitle card, then the first screen of the lesson.
New measurements arrived after you priced the job. Here is how to bring the quote up to date without surprises.
1. Spot the warning
0:20 · 41sOn the job page look at the proposal card.
After new measurements, the proposal card warns you. The app will not let you share until you look.
Show before cutting: The card reads "Measurements changed. Refresh quote lines before sharing." and sharing is blocked until resolved.
2. Open the review
1:01 · 41sClick "Open for editing", go to Quote Details and click "Review changes" on the amber card "Project measurements changed. Review calculated items before applying them."
In the quote editor an amber card points at the problem. Review changes opens the comparison.
Show before cutting: Dialog "Review measurement changes".
3. Read the three sections
1:42 · 41sRead "Line changes" ("Qty a to b and total $…" per item), "Blocking issues" ("Missing tokens: …" when a formula needs a measurement the snapshot lacks) and "Preserved overrides" (quantities you typed by hand, which stay as they are).
Three lists: what will change, what cannot be calculated because a measurement is missing, and the quantities you overrode by hand, which are left alone.
Show before cutting: Each calculated line is listed exactly once.
4. Apply
2:23 · 41sClick "Apply changes".
Apply, and the lines refresh. The summary confirms how many changed, and the warning on the job is gone.
Show before cutting: A "Refresh summary" card reads "Refreshed N calculated line(s)". Totals update. The job card warning disappears.
5. Recap & next lesson
3:04 · 15sHold on the finished result, then the end card.
Quote refreshed. Last in this module: the measurement tokens your formulas use.
Related lessons
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The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.
Roof measurementsIntermediate6 min
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Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.
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