Use take-off template labels to categorise and filter. Some example options used are price levels, work types, different specifications, and different formula options.
Creating and editing take-off template labels
Only the owner, admin and setup roles can create and edit take-off labels, but all users can use them.
Click my account then click setup
Click take-off labels
Click and type in the new label or edit an existing one
Select a preset colour or choose a new from the colour wheel
(Optional) Drag and drop to reorder
Assigning labels
Labels can be added to a new or existing take-off template/s.
From the home page, click take-off template tab
Click the checkbox/es next to the template/s
Click update labels
Click to select the required label/s
Click cancel
Filtering within templates
When you select multiple labels to filter, Groundplan will only display take-off templates that contain all the chosen labels.
Filtering templates when applying to a stage
When applying a take-off template to a stage, the filter option only appears when there are more than ten take-off templates within the account.
Add a new stage and name it
Click apply take-off template
Click choose and select the filter
Select the take-off template
Click create
