How to

Use another pack in one chat

Switch one chat to another trade pack, for example a GC doing one painting takeoff, without changing anything else.

When your license unlocks two or more trade packs, one chat can use a different pack from the rest. For example, a general contractor can do one painting takeoff with the painting pack while every other chat keeps the GC pack.

Switch the pack for one chat

  1. Open the chat. The pack pill sits in the chat header, beside the project. (It shows only when your license unlocks two or more packs.)
  2. Click it. The menu lists the packs you can use, with the current one ticked, and says Only this chat. Other chats keep their pack.
  3. Pick a pack. The chat restarts quietly with it and says "Now using the <pack> pack in this chat." The conversation carries on.

Picking the job's own pack again clears the choice.

You cannot switch while crux is in the middle of a reply or a permission card is open. Wait for it to finish, then switch.

What changes and what does not

  • Changes, for this chat only: the playbooks, knowledge, templates and tools crux uses.
  • Never changes: the job's own pack, the pack in Settings > Packs, and every other chat.
  • A takeoff started in that chat keeps that chat's pack from then on. Its files go in the job's usual folders.
  • Onboarding and the background writer always use the job's own pack.

If a pack is no longer unlocked

If the chat's pack is no longer included in your license, the chat goes back to the job's pack and says so once.