Tutorial: an As-Built and every asset into Simpro, after the install
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.
Chapters
What you'll learn
- Start a takeoff on a Simpro job and mark its sheet complete
- Make an As-Built and adjust it to what was installed
- Turn it into an Asset Plan with only the asset items
- Create or match every site asset in Simpro, and download the asset summary
Each step below has a ▶ time: it plays the video from that step.
The steps
- New project: under Simpro quote or job choose Update a job and type the job number. Its customer and site come with it. Add the floor plan: its sheet number and scale are read off the drawing. See Takeoffs on jobs.
- Choose the Count tool (C): with no item picked, the Add Count items panel opens on your Simpro catalogue. The smoke detector, extinguisher and exit sign show the Asset badge because they're set up as assets in Simpro. Tick them and the fire-rated cable (its type set to Length), Add 4 items, and click each one on the plan; pick the next under In this takeoff. When Turn this into an asset? shows, click No: the Asset Plan creates the assets after the install. Then run the fire-rated cable with the Length tool (L). See Count items.
- In the Drawings tab, click the ✓ (Mark complete) on the sheet. It locks until it's reopened, so the takeoff stays as it was quoted.
- Click As-Built… on the same sheet and choose Copy the marks. With the select tool (V), drag any point to where it was really installed, and choose the Count tool and pick the item under In this takeoff to add what was added on site. As-Built sheets never add to the price.
- Click Asset Plan on the As-Built. It takes only the asset items (the cable stays behind), and each point on it becomes an asset on the job's site.
- Right-click an asset on the Asset Plan and choose Assign all N. It zooms to each point in turn: click Create new, then Next →, and the asset is created on the site in Simpro. Done on the last point.
- For an asset that's already on the site, choose it from Match existing… instead of creating it again. Fill in its fields (here Location): each one is saved to Simpro as you leave it. See As-Built drawings and Asset Plans.
- Export ▾ → Asset summary PDF…: the Asset Plan with every asset symbol, then a table of each asset, its type, Simpro asset number and location. Download it, or Send to site to attach it to the site in Simpro.
More to watch
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.