A take-off template is a saved group of measurements to apply to new or existing stages. They contain pre-saved symbols, style options and can include parts / pricing / labour and formula. Multiple templates can be added to a single stage.
Related articles: Project Templates | Take-off Template Labels | Importing Take-off Templates | Importing Take-off templates from Simpro
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Creating a take-off template from an existing stage
From the plan editor or the worksheet tab, click stage actions
Click copy to new template
Rename and click copy stage
📝Note: Additional items and additional labour added to stages will not be saved in the take-off template.
Building a new take-off template
Take-off templates can be a combination of count, length and area measurements. Each measurement can have additional parts, labour, formula and pricing.
From the home page, click the take-off templates tab
Click +take-off template
Enter the template name and click create
Click +measurement, select measurement type
Complete the required details and click create
If additional parts and labour are required, click create & add more parts
Editing take-off templates
Take-off templates can be edited independently of projects. Any changes to a template will be reflected in future projects where it is applied.
To:
Change the order - Click hold and drag to change the order
Change symbols and styles - Enter the measurement and adjust
Click measurement actions to:
Rename
Add / edit parts & settings
Delete
Applying a take-off template to a new stage
From within a plan, click +add stage
Enter stage name and click apply take-off template
Click take-off template name, review and de-select measurements not required
Applying a take-off template to an existing stage
From within a plan, click stage actions and click apply template
Click take-off template name
Review and/or de-select measurements not required
Click apply template
Frequently asked questions
Why does a copied measurement have the part name the same as what I copied?
Why does a copied measurement have the part name the same as what I copied?
If there is more than one part within the measurement, all parts are copied identically. This may mean no changes are required or, or the part/s may need to be edited to suit the use case.
Seen below, when copying a measurement, it will duplicate and and all parts and labour and group/link all identical parts including the part name matching the original description.
If a non-grouped part (different description) is required, the above steps will need to be completed to replace the incorrect part or delete it and re-create it.
Original Measurement | Copied Measurement |
DL 1 Measurement with DL - 1 Part | Under the DL - 4 Measurement |
 |  |
Read more about copying measurements here.
I used a take-off template in a stage and added some extra items. Will those items be automatically added to the take-off template I used?
I used a take-off template in a stage and added some extra items. Will those items be automatically added to the take-off template I used?
No, unfortunately not.
Items will not be automatically added to a template. Templates and projects are independent of each other. Any changes that you make will not affect the saved template.
To save changes, create a new template
Click stage actions
Click copy to new template and enter the new template name
Click copy stage
Recommended: Delete the previous take-off template to avoid confusion
Why can't I edit a take-off template?
Why can't I edit a take-off template?
Another user has created the take-off template and you are unable to edit the templates.
Take-off templates can only be edited by the template creator, owner, admin and setup roles.
An alternate solution is to add the template to the project, make changes to the items in the stage then re-save the stage as a new take-off template.
When applying a take-off template, I don’t see the option filter by name and filter by label?
When applying a take-off template, I don’t see the option filter by name and filter by label?
The filter by name and filter by label options appear when there are ten or more take-off templates saved in the account.
Can you change the order take-off templates appear in?
Can you change the order take-off templates appear in?
A1: Yes.
Within the take-off template tab, templates can be sorted by name A-Z / Z-A and creation date newest first / oldest first.
A2: Take-off template labels can be used to filter templates.
Labels can be used on the take-off template when there are more than ten and when applying a take-off template to a stage.
A3: Numbers can be added to the beginning of the take-off template names to create a custom order. Spacing when adding numbers also affects the custom order.
Can I bulk update pricing within my take-off template?
Can I bulk update pricing within my take-off template?
No, unfortunately not.
There is no bulk update for pricing or margins across take-off templates.
Updating pricing, margins and parts must be updated on a per-template basis. While in the take-off template, manually click into each measurement and edit the price. All grouped parts will be updated.
Alternatively, please contact the Support Team at Help > Send us a Message for further assistance or if your take-off templates are linked to integration items.