Exayard provides several ways to organize your estimates: folders for grouping takeoff symbols, collections (template packs) for grouping reusable templates, and cost type sections within the line item editor. Together, these keep large projects manageable.
Folders
Folders group takeoff symbols within a project. Create a folder from the takeoff symbol panel and drag symbols into it. Folders support nesting, so you can build a hierarchy like Site Work > Hardscape > Pavers.
Folders carry through to the reports view. When you group a line items report by Folder, you see subtotals for each folder's line items. This gives you cost breakdowns by scope area without extra setup.
Collections
Collections (also called template packs) are groups of takeoff symbol templates stored at the organization level. Each collection has a name and color, and contains reusable symbol templates with pre-configured line items.
In the Line items panel toolbar, the collection dropdown lets you filter the table to show only line items from a specific collection. Select All templates to see everything, or pick a collection to focus on one scope area. Create a new collection with the New template pack option in the dropdown.
Cost type sections
Within a symbol's line item editor, items are automatically grouped into sections by cost type: Material, Labor, Equipment, Subcontract, and Other. Each section shows its item count and has its own + button for adding items.
Drag items within a section to reorder them. You cannot drag items between cost type sections since each item's type determines which section it belongs to. To change an item's section, update its cost type.
Grouping in reports
The Reports panel offers flexible grouping for both takeoff and line item reports. Line item reports support grouping by:
Group by | What you see |
None | Flat list of all line items |
Takeoff | Grouped by parent takeoff symbol |
Line item | Grouped by line item name |
SKU | Grouped by product SKU |
Folder | Grouped by takeoff folder |
Cost type | Grouped by material, labor, equipment, etc. |
Each group shows a summary row with total cost and total price. Switch between groupings to analyze your estimate from different angles.
Type filtering
The Line items panel toolbar includes a Type filter. Click it to show only line items of a specific cost type. This is useful when you want to review all material costs or all labor costs across every symbol in the project.
Combine the collection filter with the type filter to narrow the view further. For example, select the "Hardscape" collection and the "Material" type to see only hardscape material line items.