Creating an Own Take-off template

Creating an Own Takeoff & Adding to a Project

Creating Own Take-off Template

• Navigate to settings 

• Select Own Take-off under Estimate settings 

• Select your Merchant from the drop-down box

• Click +Add

• Type in the name of the template eg wall / extension / roofing / stairs etc
  • Select your merchant from the drop down box
  • Then click save

• Select the newly created template, this will highlight it and then click on Populate template

• Click +Add Products 

• Expand the relevant subheading
  • 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 

• Once all products have been selected click +Add Items 

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

• Leave the Quantity at 0 within the template and populate once imported into a estimate
• We recommend you leave out the product price 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

Adding additional products to a subheading  

• Expand the subheading you would like to add products to 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 Project

• Enter the name, address, start date and description  

• Select your newly created Project and navigate to the Estimates section 

• Select, +Create new estimate

• Enter Name and select Merchant 
  • Create estimate 

• Under the Actions heading click 
• From the options, select Import Template 

• Select the applicable template/s from the drop-down options 

• Click, Import 

• Enter your estimate to continue populating your template with quantities  

It is recommended that you have your trade hub open to get the most up to date prices and to accurately price your job