Build the take-off

The Proposal card reads "Room by room, priced from your own rates." The button under it opens the sheet. Nothing is drafted yet.

The field says so: "Room name, as the client would say it." Kitchen, pantry, lockers, gun room. Each room is its own tab on the left, carrying its own total, and each one is a fresh copy of your sheet.

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1. 1Every figure in the Summary moves as you type
2. 2Add a room, one tab per room on the job
3. 3Save, then Draft the proposal

Pick from the list headed Choose an item. Each pick drops a block onto the sheet carrying the rows your workbook gave it. The categories, the blocks and the parts are all yours, imported from your own file, which is why nothing here is a form builder: adding a new kind of item is an import, not a setting.

Inside a block the columns are Part, Rate, Opt and Total, exactly as they are in the workbook. Under the catalogue's rows sit a labour row and then Add a row, and at the foot a Quantity for the whole block and its SubTotal.

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1. 1Part, Rate, Opt and Total, the workbook's own columns
2. 2Add a row, for what the catalogue does not have
3. 3Quantity, which scales the whole block

The workspace these pictures were taken in carries a single placeholder item in its catalogue, so the row is named for the placeholder and the figures are small. On your sheet both are your own.

Each room, then Sub Total, then your uplift by its own name and percentage, then GST, then Total, then the payment schedule split the way your terms split it. Nothing there is typed and nothing is rounded by hand.

The sheet lives on the project, not on the document, so you can come back to it and change one quantity without rebuilding six rooms. The line under the bar is worth reading: "Drafts use the last saved take-off. Save any recent changes first."