Creating New Bid

• Cover Sheet
• Load Images
• Auto Add Images
• Insert New Image Page
• Duplicate Image

Image Tab

• Layout / Navigation
• Keyboard shortcuts
• Control key & mouse wheel – Zoom
• Alt key – Pan
• Space bar – Toggle back and forth from Select tool to Takeoff tool
• Setting / Calculating Scale

Performing Takeoff Using Conditions

• Linear Takeoff
• Continuous mode
• Area Takeoff
• Snap Angle
• Count Takeoff

Efficiency Tools

• Copy/paste takeoff
• Duplicating conditions
• Multi-Condition Takeoff
• Reassigning takeoff objects
• Bid Areas
• Takeoff and Worksheet Tabs
• Right-click to group
• Printing and exporting

Review and Maintain Work Pipeline

• Color scheme for due dates

Database Maintenance and Management

• Creating Databases
• Backup settings
• Open Databases
• Size – limited to 40,000KB and lower
• Compact/Repair
• Synchronizing Databases

Settings

• Click Tools > Options

General tab

• Uncheck “Connect linear takeoff”
• (Optional) Check “Use full-window crosshairs for mouse takeoff”
• Uncheck “Restrict lateral movement of linear objects”
• Uncheck “Enable auto dimension lines”
• Check “Enable Automatic continuous mode”

Additional Resources

• User Guide – press F1 for shortcut to targeted help
• Training Videos
• How Do I?
• Request Support
• Request a Feature

Q&A

Helpful Links

On-Screen Takeoff Training Part 2

https://go.oncehub.com/OnScreenTakeoffCustom

¿Necesita entrenamiento en español?

https://go.oncehub.com/SpanishOnScreenTakeoffCustom

Link to Training Survey

https://www.surveymonkey.com/r/PG6LY8W

American Society of Professional Estimators (ASPE)

https://www.aspenational.org/

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