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Creating estimates

Turn your takeoff measurements into professional estimates.

Blake Fischer avatar
Written by Blake Fischer
Updated today

An estimate in Exayard is built from your takeoff symbols. Each symbol can carry one or more line items that define the materials, labor, equipment, and other costs for that scope of work. Together, these line items form your project estimate.

How estimates are structured

Every takeoff symbol you create (area, linear, or count) can have line items attached to it. Line items use formulas that reference the symbol's measurements, so quantities stay synchronized with your actual takeoffs. When you update a measurement on the plan, the line item recalculates automatically.

You can view all line items across your project in the Line items panel. Open it from the project workspace to see a spreadsheet-style table showing every line item grouped by its parent symbol.

Adding line items to symbols

Open a takeoff symbol's detail view and add line items through the line item editor. Each item needs a cost type, a formula, and product details like name, cost per unit, and unit of measure. You can add items manually or use the AI input at the top of the editor to describe what you need and have items generated automatically.

Line items are grouped by cost type within each symbol: Material, Labor, Equipment, Subcontract, and Other. Drag items within a group to reorder them.

Working with formulas

Formulas define how quantities are calculated from your takeoff measurements. A formula like [NetAreaSqFt] pulls the measured area directly. You can combine variables, add constants, and apply math operations to model complex calculations.

Each line item also supports a Waste percentage and a Round up to nearest value. Waste adds a buffer to account for material loss, while rounding ensures quantities align with how materials are sold (e.g., round up to the nearest box of 12).

Linking products

Line items can be linked to products from your product lists. When you link a product, the line item inherits the product's name, SKU, cost per unit, unit of measure, and markup percentage. If you update the product later, linked line items reflect those changes.

You can also type a custom name without linking to a product. This is useful for one-off items that do not appear in your standard product catalog.

Using AI to generate line items

The line item editor includes an AI input field at the top. Describe the materials and labor you need in plain language, and the AI generates line items with appropriate cost types, formulas, and product details. Generated items appear in the editor where you can review and adjust them before saving.

This works well for quickly populating a symbol with a full set of cost items. For example, typing "concrete paver installation with sand base and labor" generates material, labor, and equipment line items with formulas matched to the symbol's measurement type.

The line items table

The Line items panel displays all project line items in a spreadsheet-style table. Columns include Template (the parent symbol), Type, Name, SKU, Cost per unit, Unit, Markup %, Formula, Waste %, and Round up to nearest. Click any cell to edit it inline.

Select multiple rows with checkboxes to perform batch actions like deletion. Use the Type filter in the toolbar to show only specific cost types like material or labor. Filter by collection to narrow results to a specific template pack.

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