To get started, simply select the Create New Project Button within the Bid Management section of Square Takeoff.
Once selected a menu will appear.
Within this menu you can enter and select multiple values
Such as the Company that the takeoff will be completed for. This can either be your company or a company you may be completing work for. To add new companies simple select System Tables and then Company Master to add additional companies to you system.
Next you will select the User that will be completing the project
You can now enter the project name you would like to use for this project.
Next you can Rate this Project based on the importance of the project.
Once you have selected a rating for the project you can now select the status of the project.
For Example you can select New when creating a new project and then select Bid Submitted once you have submitted the bid.
Throughout the different phases of the project you will be able to update the status as needed.
Next you will select a Project Bid Due Date and Project Start Date
Next you will enter the information for this project such as the Contact Name, Phone Number, Email and Address that the Project is located at.
In the next section you will enter the items that are required to complete the project.
Such as the Unit of Measure for Completing the Online Takeoff.
The color you would like to assign to the project.
The Total Estimated Value of the Entire Project and the Total Estimated Value of the Bid you are submitting.
Next select the currency value and lastly enter any notes that need to be included in the project.
Once completed select the Save Button to continue.
Next you will upload the digital blueprints you need for your project by selecting the project on the project calendar and then selecting the Green Start Takeoff button.
How to start a new project
