Importing an 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
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