Takeoffs Help Centre ← Back to Takeoffs

Takeoffs Help Centre

Count and measure from plans, price the takeoff and send it to Simpro. Then map every asset on site.

New to Takeoffs?

Three steps and you'll know your way around.

  1. Watch the tour 3 min 3 s: plans to quote, then a site map on a phone.
  2. Follow the tutorial for your trade Electrical, security, or a fire and safety survey.
  3. Read Welcome to Takeoffs Where everything is on the screen.

Stuck in the middle of a job?

Search for the words on your screen, or start with one of these.

On the board, press ? for every shortcut and Help in the header to come back here.

Learn by watching

All tutorials

A whole job in a few minutes, with captions. Each tutorial has written steps you can jump to.

Every tradeEstimators and service teamsDesktop, tablet and phone

Takeoffs in three minutes

A takeoff from plans to a Simpro quote, then a site asset map on a phone. Start here if you're new.

ElectricalEstimatorsDesktop

Price a house's electrical

A whole house, from an empty floor plan to a priced takeoff that says how many devices and how many feet of cable the job needs.

SecurityEstimatorsDesktop

A commercial security install

Cameras, intrusion detection, access control and the panels in an office, with all the low-voltage cabling in its own cost centre.

Fire and safetySurveyors and service techsTablet or phone, on site

A fire and safety survey

A surveyor's first visit to a site: walk the building once, mark each fire asset on the floor plan as you reach it, then create them all in Simpro in one go.

Every tradeEstimatorsDesktop

A revised drawing arrives

Rev B of the lighting plan lands after you've priced Rev A. Swap it in under your takeoff, see exactly what changed, and fix only that.

ElectricalEstimatorsDesktop

Count a fit-out by symbol

Box one downlight and one power point and every match on the plan is counted for you to check, then place banks of switches with one click each.

Fire and safetyEstimatorsDesktop

Price a fire alarm installation

A two-storey unit's fire alarm, counted zone by zone from the designer's layout, with the cable loop and its drops, then handed out as a marked-up PDF with a legend.

ElectricalEstimators and pricing editorsDesktop

Review and price a takeoff

A small lighting and power job priced step by step: labour, a fit time, your company's cable rules, markup, discount, fee and a Simpro price tier.

Every tradeEstimatorsDesktop

Plans from the quote's attachments

The builder's drawings are already attached to the quote in Simpro. Take them straight from there, choose the pages, and add more pages later from the plan library.

Interiors and liningsEstimatorsDesktop

Wall linings under different ceilings

Plasterboard and paint by wall area in a fit-out with three ceilings: a 2.7 m office, a double-height foyer and a raked meeting room, with the doors and windows taken out.

Fire and safetyProject managers and service teamsDesktop

As-Built and assets on a job

The install is done: record what went in on an As-Built, then tie every detector, extinguisher and exit sign to an asset on the customer's site in Simpro.

Browse by topic

Getting started

Open Takeoffs, find your projects, start a takeoff from plans and set its scale.

Working on the board

Move around the plans, organise sheets and sections, and edit what you've drawn.

Measuring

Counts, runs, areas, walls and rooms, by hand or with the AI.

Items and pricing

Catalogue items, the priced quote, and creating or updating it in Simpro.

Jobs and site assets

Takeoffs on jobs, As-Built drawings, and every asset on a site's floor plans.

Sharing and history

Export PDFs and quantities, go back to a version, and edit together.

Devices, shortcuts and help

iPad and Pencil, every keyboard shortcut, and what the messages mean.