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The Estimating tab is a summary of the takeoffs for the current job. These takeoffs are displayed in a grid, which is called a layout.

Other than performing takeoff (Home Tab), building your estimate is probably the most important function of PlanSwift. By the end of this chapter, you’ll understand the basic of adding Material and Labor to your takeoff items and fine-tuning these costs to build the perfect bid.

Several layouts are available, including a Basic Layout (this one is shown with a Sections Filter). The screenshot below shows a Default estimating layout. Layouts can be modified by adding or removing columns.

PlanSwift Estimating Tab - Basic Layout

And a “Default Layout”.

PlanSwift Estimating Tab - Default Layout

Each time a takeoff is performed, it adds a new row. Deleting a takeoff removes a row. Takeoff totals appear at the bottom of the layout.

You can create a New layout by clicking the green plus button at the top of the Estimating Layouts window.

Let’s take a detailed look at the buttons and options available on this important Tab.

click here to view the previous article View Tab: Adjustments Buttons Estimating Tab: New Folder click here to view the next article

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