📝 Using Scope Builders (Saved Text)
📌 Overview
e-manage|ONE offers two types of Scope Builders that allow users to save and reuse frequently used text throughout the system.
Using Scope Builders helps reduce repetitive typing, improve consistency, and streamline document creation across projects, quotes, service tickets, purchase orders, and more.
There are two types of builders available:
📝 Regular Text Builder
🎨 Rich Text Builder (Formatted Text)
📝 Regular Text Builder
The Regular Text Builder stores plain text for use in areas that do not support formatting.
When available, a Builder button will appear next to the applicable text field, allowing you to quickly insert or save reusable text snippets.
The Regular Text Builder is available in:
📁 Project Information Window
📄 Service Agreement Invoice Window
💵 Project Invoice Window
💰 Project Commission Window
🎫 Help Desk / Support Incident
📦 New Purchase Order Window
🖨 Print Service Agreement
✏️ View / Modify Purchase Orders
💰 Service Agreement Commission Window
🛠 Service Ticket Commission Window
💵 Service Ticket Invoice Window
📦 Inventory Purchase Order Window
📋 Pick List Window
⚙️ Using the Regular Text Builder
Step 1: Open the Builder
Select the Builder button located next to the desired text field.
Step 2: Create or Select Saved Text
The Text Builder window will open.
You can:
✅ Create new saved text
✅ Edit existing text
✅ Delete saved text
✅ Reuse previously saved text
Step 3: Save New Text
Enter your text in the upper section.
Select:
💾 Save Text To Grid For Re-Use
Your text will now be available for future use.
Step 4: Insert Saved Text
To use a previously saved text item:
Check the box next to the desired item.
Select:
✅ Use Checked Item(s) and Close
The selected text will populate the field.
Step 5: Edit or Delete Saved Text
Select the saved item and choose:
✏️ Edit Selected Item
or
🗑 Delete Selected Item(s)
or
🆕 Save as New Item
To remove a saved item:
🗑 Delete Selected Item(s)
🎨 Rich Text Builder (Formatted Text)
The Rich Text Builder supports advanced formatting and is ideal for customer-facing content that requires a polished appearance.
Unlike the Regular Text Builder, the Rich Text Builder supports:
✅ Font Styles
✅ Colors
✅ Text Alignment
✅ Lists
✅ HTML Formatting
✅ Enhanced PDF Output
📍 Where to Use the Rich Text Builder
The Rich Text Builder is available in:
💲 Quoting & Estimating
BOM / Estimating / Quoting Window
Phase Description
New Edit Quote Window
Time & Materials Quote Window
🛠 Service
Service Ticket Information
Scope of Work
Notes to Technician
📋 Project Setup
Implementation Items
🚀 Newly Enhanced Areas
Option Description (Displays on Quote)
Phase Description (Displays on Quote)
Quote Header (Displays on Quote)
Quote Footer (Displays on Quote)
Alternative Summary (Displays on Quote)
Action Items
General Installation Instructions (Displays on Work Orders)
⚙️ Using the Rich Text Builder
Step 1: Open the Builder
Select the Builder button within a supported field.
Step 2: Create & Format Content
Use the formatting toolbar to customize your text.
Formatting options include:
Font Size
Font Style
Font Color
Alignment
Lists
HTML Formatting
Step 3: Save Formatted Text
Once formatting is complete, select:
💾 Save Text To Grid For Re-Use
Step 4: Insert Saved Text
To use a saved item:
Check the box next to the desired text.
Select:
✅ Use Checked Item(s) and Close
The formatted content will populate the selected field.
✏️ Editing Saved Rich Text
To update an existing item:
Select the saved text.
Choose:
✏️ Edit Selected Item
Make desired changes.
Select either:
💾 Save
or
🆕 Save as New Item
To remove a saved item:
🗑 Delete Selected Item(s)
🚀 Understanding Scope Builders
Scope Builders are designed to help users save time while maintaining consistency across projects and customer-facing documents.
By creating reusable text templates, users can quickly insert standard language throughout e-manage|ONE without repeatedly typing the same information.
💡 Common Examples
Scope Builders are frequently used for:
Project Descriptions
Scope of Work
Installation Instructions
Customer Notes
Service Procedures
Quote Footers
Terms & Conditions
Alternative Summaries
Internal Notes
🌟 HTML Formatting Support
Recent enhancements now allow Scope Builders to support HTML editing in key areas throughout the system.
Benefits
✅ More professional document appearance
✅ Improved formatting on Quotes
✅ Enhanced Work Orders
✅ Better readability for customers and installers
✅ Consistent PDF output
When formatted text is used in supported areas, the formatting will carry through to the associated PDF reports and customer-facing documents.
💡 Best Practices
✔ Create standard templates for commonly used language
✔ Use naming conventions that make saved items easy to locate
✔ Store frequently used installation instructions as reusable templates
✔ Use Rich Text Builder for customer-facing content
✔ Use Regular Text Builder for simple internal notes
✔ Review saved templates periodically to ensure they remain current
📌 Notes
💡 Regular Text Builders store plain text only.
🎨 Rich Text Builders support formatting and HTML content.
📄 Formatted content will display appropriately on supported reports, quotes, and PDF outputs.
🌎 Saved text items are available for reuse wherever the corresponding builder type is supported.