The Power of PlanSwift Templates

If you're still creating new takeoffs from scratch for each project, you're essentially reinventing the wheel every time. Here's why templates are transforming estimation departments across the industry:

1. Cut Your Takeoff Time in Half

The most immediate benefit of using templates is the dramatic reduction in setup time. When a new set of plans lands on your desk, you simply select the appropriate template and begin measuring. No more spending hours setting up materials, assemblies, and calculations—it's all ready to go.

One commercial estimator I worked with reported cutting their takeoff time by 58% after implementing a robust template system. For time-sensitive bids, this advantage can be the difference between winning and losing a project.

2. Create Consistent, Reliable Estimates

Have you ever had two estimators produce wildly different numbers for the same project? Templates eliminate this problem by ensuring everyone follows the same methodology. Whether the estimate is prepared by a 20-year veteran or a newcomer, the process remains consistent.

This consistency is particularly valuable when clients compare your estimates over time. They'll appreciate the uniform format and methodology, which builds confidence in your professionalism.

3. Capture Your Expertise in a Reusable Format

Every experienced estimator has developed shortcuts, rules of thumb, and specialized knowledge over their career. Templates allow you to embed this expertise directly into your takeoff process, making it accessible to your entire team.

Consider templates as a form of knowledge management—a way to preserve and share institutional wisdom that might otherwise be lost when key team members move on.

4. Reduce Costly Errors

Let's face it: errors in estimation can be expensive. Missing a major quantity or applying incorrect pricing can turn a profitable project into a financial disaster. Templates reduce these risks by:

• Ensuring all necessary components are included
• Applying consistent pricing across similar items
• Using tested formulas for calculations
• Providing checklists to verify completeness

One construction firm reported reducing estimation errors by 37% after implementing a comprehensive template system—translating directly to improved project profitability.