Creating Take-off Templates when Integrated with AroFlo

Before reading this article, please make sure you are familiar with what Take-Off Templates are and how to create them in Groundplan.

With AroFlo integration, you can only add Inventory items and One-off items as additional parts inside measurements while Assemblies must be linked directly to the measurement, and cannot be added as a part within a measurement.

Labour value and Sell is set in AroFlo. Adding these details in Groundplan will only show in Groundplan Projects, not in AroFlo Quotes.

Having your associated parts as One-off items means that in the future, any updates to the Value, Sell or UR in AroFlo will not filter down to the one-off item with a matching part number when syncing AroFlo with Groundplan.

Creating Take-off Templates linked to AroFlo Inventory items or Assemblies

There are three ways to create Take-off templates, but all of these options require you to manually link your AroFlo Inventory items or Assemblies with the measurements you've listed under each take-off templates.

1. Create a new Take-Off Template from scratch

You can find the steps of manually setting up a Take-Off template and building up the measurements in it on this guide.

2. Import a Take-Off template

Importing a file into your take-off template will save you from manually entering the list of parts that you need in your template. However, Groundplan creates a one-off item in each measurement as a default part. These imported measurement parts are not automatically linked to AroFlo Inventory items or Assemblies, even if you have listed the part numbers of the Inventory & Non-Inventory items in the CSV file that you uploaded.

3. Copying an existing Stage into a Take-Off Template

Among these three options, this will be the best time-saver IF the stage that you will copy has the measurements already linked to AroFlo Inventory items or Assemblies after you've set it up for a Project.

However, if the linking of the items was not yet done, you can still copy the stage as a new take-off template and proceed with manually linking the measurements to your Inventory Items or Assemblies in Aroflo.

Linking measurements to AroFlo Inventory items

1. Click on the Take-off templates tab;
2. Click on the Template name or click the Menu button and select the Edit option;
3. Click onto the Measurement name or click the Menu Button and select the Parts option;
4. Along the part line click the Menu button then select the Delete option;
5. Click the green +Parts button;
6. Click the AroFlo Inventory option;
7. Select the Category (optional);
8. To narrow down the search results, enter at least three characters of the item name;
9. Click the correct item from the list shown;
10. Click the Save button;

Linking measurements to AroFlo Assemblies

1. Click on the Take-off templates tab;
2. Click on the Template name or click the Menu button and select the Edit option;
3. Along the line of the Measurement name click the Menu Button and select the Delete option;
4. Click the Green +Measurement button;
5. Click to select if the measurement is a Count, Length or an Area;
6. Click on AroFlo Inventory List;
7. To narrow down the search results, enter at least three characters of the item name;
8. Click the correct item from the list shown;
9. Choose the correct style options for the measurement;
10. Click the blue Create button;