Take-off Templates

What are Take-off templates?

Take-off templates are a way of saving a group of items that you regularly use when measuring/designing plans.

Creating and using Take-off templates saves you from manually choosing a new count, length, or area each time and allowing you to keep the same symbols for each measurement.

Setting up a new Take-off Template

1. Click on the Take-Off templates menu option;
2. Click the green + Take-Off Template button;
3. Type in the name of your template;
4. Click the Create button.

Building your Take-off Template

Take-off templates can be a mixture of Counts, Lengths, and Area measurements, with a maximum limit of 199 measurements per template.

Each measurement can have additional parts and labour within them.

1. Add a Take-off label (optional);
2. Click the green + Measurement button;
3. Click the correct measurement type;
4. Fill in the measurement information;
5. Select the measurement style;
6. Either, click the Create button to finish the measurement;
7. Or, click the Create and add more parts button to add additional parts & labour within the measurement;
8. Repeat for all required measurements in the template.

Creating a Take-off Template from an existing Stage

1. Click onto the Worksheet tab;
2. Jump to the correct stage (if applicable);
3. Along the line of the stage name, click the Actions menu button;
4. Click the Copy to new template option;
5. Name the new template;
6. Click the Copy stage button;
7. Select the Take-off template label;
8. Add additional counts, lengths, and areas as required.

Using Take-Off Templates within a Project

When you add a Take-off Template to your stage, we will always give you the option to choose which items you would like to import from the list. To deselect any items un-tick the checkbox next to the measurement name.

Applying a Take-off template to a new stage

1. Open a project;
2. Click the Plans tab;
3. Click to open the desired plan;
4. Click the Add Stage button;
5. Type the stage name;
6. Type the stage description (optional);
7. Under the Apply template heading, select the option Apply Take-off template;
8. Click to select the Take-off template;
9. Untick any measurements not required for this stage;
10. Click the Create button.

The new stage will be added to your project, and your template items will be ready to start counting & measuring.

If you require additional measurements on this stage, you can create these using the +Count, +Length, and +Area buttons.

Applying a Take-off template to an existing stage

You can apply multiple Take-off templates to a Stage. The below steps can be taken within a plan or from the Worksheet tab.

1. Locate the stage within the plan or on the worksheet tab;
2. Click the Actions menu button;
3. Click the Apply template option;
4. Select the take-off template to add to the stage;
5. Untick the measurements not required on this stage;
6. Click the Apply Template button.

Deleting any measurements on a stage

⚠️ Caution: This action is not reversible.

1. Click the measurement actions button next to the name of the measurement;
2. Click the Delete option;
3. Click the Delete Measurement confirmation button.

Setting-up and using Take-off Templates with your Integrations

Here are the linked for each detailed guide on how you can set up and use your Take-off Templates with your Integrated Softwares like simPRO, AroFlo, QuickBooks Online and, etc.:

• simPRO: Creating Take-off Templates when Integrated with simPRO
• AroFlo: Creating Take-off Templates when Integrated with AroFlo
• Intuit QuickBooks (Online): Creating Take-off Templates when Integrated with Intuit QuickBooks
• Tradietech: Creating Take-off Templates when Integrated with Tradietech
• Xero: Creating Take off templates when integrated with Xero

FAQs

Q: I used a Take-off template in a stage and added some items in that stage. Will those items be automatically added to the Take-off template I used?

A: No. You can save the stage as a new Take-off template by using the Copy to new Template option, and then you can delete the old template to avoid confusion.

Q: When applying a Take-off template, I don’t see the option Filter by Name and Filter by Label?

A1: The Filter by Name and Filter by Label options will appear if you have more than ten Take-off templates saved in your account.

Q: Can you change the order that Takee-off Templates appear?

A1: Yes. You can sort by Name A-Z, Name Z-A, Creation Date Newest first, or Creation date Oldest first.

A2: You can add numbers to the beginning of the template names to create a custom order. However, please be careful with spacing when adding numbers as these count in the custom order.

A3: You can use Take-off Template Labels so you can filter templates and only see what you need. You can do this both in the Take-off Template screen and when applying a take-off to a project when you have more than10 Take-off templates.

Q: Why can't I edit a Take-off template?

A: Because you are a standard user and that take-off template you're trying to edit was added by an account administrator.