Using the Takeoff Tab for Dimension Input

Overview

The Takeoff tab in an estimate lets you enter measurements manually. Each value you enter fills in every line item that uses that linked dimension, so you enter a measurement once instead of on each item.

Before You Begin

• Link your line items to dimensions. Linked dimensions are what connect your estimate to the Takeoff tab, so this must be done first. Several line items can share one dimension (for example, both Drywall and Paint can use Interior wall area). Setting up linked dimensions and custom calculations is covered in a separate article.

Enter Dimensions in the Takeoff Tab

1. In the left-hand menu, click Jobs, then click Pipeline.
2. Select the estimate you want to use the takeoff for.
3. In the estimate's left sidebar, click Takeoff. The job root bar shows how many data points the estimate needs and how many are filled in (for example, 1/7).
4. Click the job root bar (for example, Tutorial Demonstration (job root)) to open it and see the dimensions you need to enter.
5. In the Quantity field next to a dimension, enter the measurement (for example, Floor area: 125 ft²).
6. Repeat for each remaining dimension.
7. In the estimate's left sidebar, click Estimate. Every line item that uses that dimension now shows the value you entered (for example, Flooring shows 125).

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Summary

Link your line items to dimensions first. Then open the estimate from Jobs > Pipeline, click Takeoff, open the job root bar, and enter a quantity for each dimension. The values carry into every linked line item in the estimate.