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Creating take-off templates with ServiceM8

Save a group of materials and/or bundles to use again on other jobs.

Updated over a week ago

Creating Take-Off Templates is a time-saving option to populate Projects with frequently used Measurements. When integrated with ServiceM8, Measurements can be linked manually to Materials and Bundles.

Related Articles: Using ServiceM8 Items on Plans | Pushing a Quantities to a Job in ServiceM8

Creating Take-Off Templates

The two most common approaches to creating Take-off Templates linked to ServiceM8 Materials and Bundles are Copying from an existing Stage or Building a new Take-off Template.

1. Copying an existing Stage to a Take-Off Template

When Measurement Parts are already linked to ServiceM8, Take-Off Templates are created by Copying an existing Stage in a Project.

  1. From the Worksheet tab or while on a plan, click Stage Actions

  2. Click Copy to new Template

  3. Rename and click Copy Stage

  4. Click +Measurement to add additional Count, Length and Area Measurements

2. Building a new Take-Off Template

  1. From the Groundplan home page, navigate to the Take-Off Templates tab

  2. Click +Take-Off Template

  3. Enter the Template Name

  4. Click +Measurement and click to add CCount, Length and Area

  5. Select Measurement Part Type and complete the remaining fields

  6. Click Create, if additional Parts and Labour are required, click Create & Add More Parts

Applying a Take-off Template to a New Stage

  1. From within a Plan, click +Add Stage

  2. Enter Stage Name and click Apply Take-off Template

  3. Click Take-off Template name, review and de-select Measurements not required

  4. Click Create

    Applying takeoff template - new UI

Applying a Take-off Template to an Existing Stage

  1. From within a Plan, click Stage Actions and click Apply Template

  2. Click Take-off Template name

  3. Review and/or de-select Measurements not required

  4. Click Apply Template

Linking Take-Off Measurements to ServiceM8

  1. From the Groundplan home page, navigate to the Take-Off Templates Tab

  2. Click Take-off Template name to amend

  3. Click Measurement name

  4. Click Part Actions and click Delete

    Servicem8 linked template part 1

  5. Click +Part

  6. Select ServiceM8 Material or Bundle

  7. Begin your search by entering three letters

  8. Click to select the item

  9. Click Save and continue as required for all other Measurements in the Template

    Servicem8 linked template part 2 v3

Frequently Asked Questions

If I update my pricing in ServiceM8, will this automatically update?

No, unfortunately not.

Pricing is saved when the Take-Off Template is created. If your pricing has changed in ServiceM8, update the Parts in your Template by relinking them.

If ServiceM8 Items are linked to multiple Measurements, they will need to be removed from all Measurements and then relinked again. Follow the instructions in the GIF above.

If I edit or rename the Measurement in Groundplan, will it automatically update my Bundle or Material in ServiceM8?

No, unfortunately not.

Renaming measurements on Groundplan will not send the updated name to ServiceM8. These names will only appear in Groundplan on the Stage, Worksheet, Quantities, Take-off Templates and on the Legend.

Why won't my Additional Items and Additional Labour save in my Template when I use Copy to New Template?

Unfortunately, these are for the Stage only and will not be saved in a Take-off Template.

If you regularly need to add Additional Items and Additional Labour to a Stage, consider saving these separately into a Take-off Template, then apply to the Project from the Worksheet and adjust the totals.

If I import all my Measurements using the CSV upload option with the same part numbers and descriptions, will they automatically link to my ServiceM8 Items?

No, unfortunately not.

Measurements will need to be manually linked to ServiceM8 Items. Follow the GIF above for the steps.

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