Manage Takeoffs Screen Field Reference
Information tab
Enter or edit the job information for an estimate. The information you enter will print on many of the estimating reports. You are automatically prompted to enter job information when you create the job.
Field |
Description |
---|---|
Job |
|
Number |
Click |
Name |
Displays the name you entered for the job. |
Description |
Enter a description for the job. |
Address |
|
Line 1 |
Enter the first line of the street address for the job. |
Line 2 |
Enter the second line of the street address for the job. |
City |
Enter the city for the job. |
State |
Enter the state or province for the job. |
Zip |
Enter the postal or ZIP code for the job. |
Dates |
|
Bid |
Click |
Start |
Click |
Changed |
Click |
Contact |
|
Name |
Enter the name of the contact for the bid you are preparing the estimate for. |
Phone |
Enter the phone number for the contact. |
Enter the e-mail address for the contact. |
|
Fax |
Enter the fax number for the contact. |
Invitations to Bid - Use this section to set up the interaction between the estimate and invitations to bid. |
|
Company |
Click |
Invitation to Bid Item WBS Code |
Click |
Estimator |
|
Estimator |
Enter the name of the person preparing the estimate. |
Comments |
Enter any additional comments about the estimate. |
Job Template tab
Select one of the following options:
No job template or catalog selected - Do not use a template.
Use an existing Job as a template for this job – Use an existing job as a template. Click
to select the job to base the new job on. Select the Zero Quantities checkbox to remove all item quantities from the new job.
Get Plans tab
Use the Get Plans tab to add plans to the estimate job. You can add multiple plans in multiple formats.
Field |
Description |
---|---|
Import From |
Select one of the following options to add plans to your job:
|
Image Output Type |
|
Color |
Select one of the following options to set how you want color images imported from PDF files to appear in takeoff:
|
Image Quality (for PDF, AutoCad Import) |
Click |
Job Plans (Digital images & blueprints) |
Displays digital images and physical drawings added to the job. You can rename or remove plans from the job. To Rename a plan:
To Remove a plan from the job:
|
Locate Drawing/Add New Sheet |
|