How to Duplicate and Edit Takeoff Estimates
We all know estimates are subject to change throughout the quoting process — plans are updated from the initial scope of work, or client preferences change.
Now you are able to create different estimate versions from the takeoff canvas with the Duplicate and Edit function.
How to Duplicate a Takeoff Estimate
1. Open up your relevant takeoff — you can access from projects, leads or the Houzz Pro homepage.
2. Make the relevant adjustments to your takeoff canvas. You can then send your work to the Review and Estimate page.
3. From here, click on Create Estimate. You can choose to create a brand new estimate, or you can duplicate and edit a previous estimate.
4. When you duplicate, you must then select which of the previous estimates you want to duplicate. When you select an estimate, you will be able to reuse all your previous work, including any categories or groups. You can then easily update and edit the content as needed.
5. After selecting an estimate, you can rename the new one. For example, this version is number 3. This will act as a time stamp that you can easily refer back to at later stages in the project should you need to.
Takeoff Duplication FAQ
1. Will the takeoff quantity or the estimate quantity save after duplication?
The takeoff quantity will always take precedence over the estimate quantity. For example, if the quantity of a group is updated in the estimate and then duplicated and edited from a takeoff, the takeoff quantity will overwrite the updated quantity in the estimate.
2. If I rename a group, will the takeoff group name or the estimate group name save after duplication?
If a group is renamed in the estimate, the takeoff group name will have priority and overwrite the renamed group in the estimate during duplication.
3. What happens if I move a takeoff group to different category in the estimate?
If a takeoff group is moved to a different category in the estimate being duplicated, it will be reverted to its original category from takeoffs.
If the category of the takeoff group is renamed in the estimate, it will be corrected back to the original category name during duplication and editing.
4. What fields save after the duplication process?
- Pricing: Material cost or Labour cost edited in the estimate will be retained as the most up-to-date price.
- Description: The description is carried over from the original estimate.
- Other columns not populated in Takeoffs database (e.g., markup, dimensions) are retained as they are in the original estimate.
5. How do I delete measurements?
Example: If you have group1, group2 and group3 in estimate #1, then you delete group2 from the takeoff and duplicate estimate #1, then group2 won’t appear in the new estimate.