Introducing advanced tagging in Attentive.ai's Blueprint Takeoffs!
Introducing advanced tagging in Attentive.ai's Blueprint Takeoffs!
We've all been there - sifting through piles of takeoffs and estimates, trying to make sense of which part belongs to which phase or trade. It can be overwhelming, right? But what if there was a way to organize everything neatly with just a few clicks? That's exactly what we're bringing to the table with our newest update.
Show Transcript
Today, we will learn how to create tags that can be utilized for sorting, filtering, or grouping measurements by phase or trade type, among other uses. Let's begin first navigate to the settings. Click on tags. In this section, you can create tag types. Simply click to create a new tag. It can be labeled with any desired identifier.For instance, we'll create a trade specific tag named electrical. Save your new tag after creating the tag, find it by scrolling down and you can then create sub tags within it under electrical. As an example, I'll add a sub-tag called all Conduits, followed by another named lighting fixtures, that's lighting fixtures. Now let's navigate to our properties, locate your selected property, and click on it. We'll now demonstrate how tags can be used to filter measurements. For instance, select edit takeoff and within this area, you can access tags with the lasso tool, draw a polygon to group the designated features. For example, select conduit, click here, choose conduit and once completed, you can generate a detailed report. Next, filter the features and apply the filter. You'll see that all pertinent features are displayed.This information can be exported to an Excel file and sent directly to your email, which concludes our tutorial. Thank you.
💡 What’s New?
Advanced Tagging Capabilities: Admin users can now create and manage tags to classify and group measurements in your takeoffs. Whether you're breaking down your takeoff by phase, trade, or any other logical method, our new tagging feature has got you covered.
Streamlined Organization: With our intuitive tagging system, sorting, filtering, and grouping your takeoff data has never been easier. Ensure every measurement is precisely where it needs to be.
💡 Benefits of Our New Tagging Feature:
Customized Detailed Reports: After assigning tags, visit the “Detailed Report” section in your takeoff. Here, you can use the filter and sort options to tailor your reports before exporting them in an Excel format, giving you complete control over your takeoffs and estimates.
Improved Grouping: Since you can create zones that now represent floors, wings, phases, or any other method of breaking out takeoff, it makes it super easy for your team to see what is included in any phase of a project. This way, you can conveniently use Zones to group takeoff objects for reports and pricing.
Enhanced Collaboration: Tags allow for clearer communication and collaboration among your team, ensuring that everyone is on the same page and focusing on the right aspects of your project.
As always, we are committed to enhancing your takeoff experience. We believe this new feature will bring a significant improvement in creating estimates efficiently.
For any assistance or to learn more about this feature, feel free to contact our customer success team.