Tutorial: start a takeoff from the quote's attachments in Simpro
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.
Chapters
What you'll learn
- Start a project that updates an existing Simpro quote
- Take the plans from the quote's attachment folders
- Choose pages, with sheets, sections and scales read for you
- Add another page later from the plan library
Each step below has a ▶ time: it plays the video from that step.
The steps
- New project: under Simpro quote or job choose Update an existing quote and type the Quote #. Its customer and site are used, so you don't choose them. Click Continue to plans.
- In Add the drawings, click From the quote's attachments…. The quote's attachment folders open, with each file's date and size. Click a folder to open it, and the breadcrumb (starting at Attachments) to go back. Only plans are listed: PDFs and images.
- Open the folder with the drawings, tick the plan set and click Add 1 plan. It downloads from Simpro and each page is read, the same as a file you upload.
- Continue to sheets: each page is a drawing, with its Sheet, Title, Section, Scale and Rev read from its title block. Clear unticks every page and Select all ticks them again; untick the pages you don't need yet.
- Click Continue, turn off Run AI takeoff when the board opens if you'll count by hand, and Open board. Each level is its own section, and the header shows the quote (Q-…) the takeoff will update.
- To add a page later, open the Drawings tab: below the sheets, Plan files lists each file with pages not on the board yet. Click Add pages…, tick the pages and click Add to the board.
- The takeoff stays linked to the quote: opening Takeoffs from that quote in Simpro brings you back to it. Nothing is written to Simpro until you update the quote in 3 Update quote.
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