Creating your own Take-off Template

Creating your own Takeoff & Adding it to a Project

Creating Own Take-off Template

• Navigate to 'Settings' in the top right menu. 

• Select 'Own takeoff' under 'Estimate settings' on the taskbar on the left. 

• Select your merchant from the drop-down box, then click 'Add' when your merchant is selected.

• Type in the name of the template, for example wall/extension/roofing/stairs etc.
  • Select your merchant from the drop down box.
  • Then click 'Save'.

• Select the newly created template to highlight it, then click on 'Populate template'.

• In the new window, click 'Add Products' in the bottom left corner.

• Expand the relevant subheading by clicking the plus sign.
  • For example, if we are creating a template for Wall Framing, we would look for a Framing subheading to expand.
• Look for the products and applicable usages, and click to select them.

• Once all products have been selected, click 'Add X Items' in the bottom right. The number will change to however many products you have selected. 

• You can add items from all relevant subheadings at one time, or repeat this process for each individual subheading required.

• We recommend you leave out the product price and leave the quantity at 0 within the template. When you import the template into an estimate it will pull your most up-to-date pricing from your Material Rate section, and you can then populate the quantity per the estimate.

Adding additional products to a subheading  

• Expand the subheading you would like to add products to by using the blue arrow.

• Click 'Add'.

• Search for your product. Searching via product code is most accurate 

• Apply the applicable usage to that product

• Click 'Add.'

• Once finished, close the box by clicking on the red X in the top right corner.
  
  

Adding Own Take-off Template to a Project

• Create a new Project (or open an existing one)
  • Choose 'New.'

• Enter the name, address, start date and description  

• Select your Project and navigate to the Estimates section.

• Select 'Create new estimate'.

• Enter the estimate's name and select the merchant, then click 'Create estimate'. 

• Under the 'Actions' heading, click the three dots. 
• From the drop-down menu, select 'Import Template'. 

• Select the applicable template/s from the drop-down options, then click 'Import'.

• Enter your estimate to continue populating your template with quantities. The pricing will populate with you most up-to-date prices, so it is recommended that you have your trade hub open to get the most up to date prices and to accurately price your job.