From within the Templates tab, you can create Areas for use in estimating and takeoff before you need them; you can then export or import them into jobs.

• To create a new area, select the New Area button; to create a new sub-item area, select the lower portion of the button.
• The Form properties window allows you to name your area and to set the color, fill type and location.
• When finished, click the OK button to continue; you have now created a new area for your use.

• The Advanced Area option allows you to enter, set, and update more options.
• Select the Advanced button to open the Properties window.
  • Estimating - This section allows you to estimate, set formulas and equations for estimating, and define other area estimating rules for use later.
  • Item - This section allows you to set general information about the template area, including the name and the area type.
  • Other - Under this section, you can set some of the actions the area will handle.
  • Audit Trail - Properties related to when the folder was created and when it has been updated.
  • Created By - Who created the folder.
  • Time Stamp - Date and Time the Folder was updated.
  • Padlock - Allows you to lock and unlock the contents of that row. Clicking on the lock toggles the setting.
  • Light bulb - Indicates if the row is visible or not.
  • Yellow Bulb - Row Visible.
  • Gray Bulb - Row will be invisible.
• When done, click the OK button to continue; you have now created a New Area for your use.

New Item or Sub-Item

New Linear or Sub-Item Linear

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