Once the account is set up, users can upload digital blueprints (PDF or image files) directly into the system. This is a simple process where users select the file from their computer and upload it to the platform.
2. Set Scale and Take Measurements:
After uploading the blueprints, users need to set the scale manually or use the page scale provided. They can then start taking measurements using the software’s tools.
3. Create Custom Templates and Formulas:
Users can create custom templates and formulas to fit their specific project needs. This involves selecting the template section, adding new templates, and defining parts and assemblies as required.
4. Integration with Other Tools:
Square Takeoff integrates with other tools like Buildertrend for enhanced project management. Users can connect their accounts and synchronize data between platforms.
5. Export Calculations:
Once measurements and estimates are completed, users can export their calculations to Excel or other formats for further analysis and reporting.
Customisation
Square Takeoff offers several customization capabilities to fit specific business needs:
Users can build their own custom materials catalog and modify the included parts list as needed.
The software integrates with other Square products like Buildertrend project management software, allowing users to customize their workflow.
Users can create custom templates and formulas to meet the requirements of their specific projects.
Additional Costs
Subscription Costs
Annual Plan: $1,499 per year.
Quarterly Plan: $499 per quarter.
Monthly Plan: $199 per month.
Setup Fees:
There are no additional setup fees mentioned. The software is cloud-based, which typically eliminates the need for complex installations.
Maintenance and Support Charges:
Maintenance and Support: The annual subscription includes maintenance and support, so there are no separate charges for these services.
Support Options: Support is available through phone, email, chat, and an online knowledge base.
Free Trial:
Square Takeoff offers a free 14-day trial with no credit card required, allowing potential users to test the software before committing to a subscription.
Training
Square Takeoff provides unlimited training for the first year through phone sessions, online sessions, and video tutorials.
They offer free basic 2-day in-person training sessions bi-monthly.
Paid 4-day onsite training options are also available.
Support:
Support is available through phone, email, chat, and an online knowledge base.
Unlimited support is included as part of the subscription cost to get software updates and assistance.
Security Measures
As a cloud-based software, Square Takeoff likely employs standard security protocols like data encryption (e.g. AES-256) for data in transit and at rest.
User authentication and role-based access controls to restrict unauthorized data access.
Compliance with relevant data privacy regulations like GDPR, CCPA etc.
Regular security audits and penetration testing of their systems.
Robust backup and disaster recovery mechanisms to protect against data loss.
Updates
Being a cloud/SaaS product, updates are rolled out periodically to introduce new features, fix bugs, and apply security patches.
Updates happen quarterly or a few times a year, though cadence is not specified.
Updates are managed and deployed centrally by Square Takeoff for all users.
Users will be notified of updates through release notes, with major updates potentially requiring downtime.
Data Ownership and Portability
Users likely retain ownership of their project data uploaded/created in Square Takeoff's systems.
However, extracting or porting this data outside of Square Takeoff's platform may be limited due to the closed cloud environment.
Data portability policies are often not very clear for SaaS products to reduce churn.
Users may be able to export reports/data in standard formats like PDF, Excel etc. for backups.
Scaling Up / Down
Subscription Plans: Options include monthly, quarterly, and annual plans, allowing businesses to choose a plan that fits their current needs and budget.
Enterprise Licenses: For larger teams, enterprise or multiple user licenses are available, though specific pricing and terms are not detailed upfront.
Scalability: The cloud-based nature of the software allows for easy scaling up or down as organizational needs change, without the need for complex installations or hardware upgrades.
The terms & conditions for contract renewal and cancellation
Auto-Renewal: Subscriptions auto-renew annually by default, unless canceled by the user.
Cancellation: Users can cancel their subscription at any time. If canceled before the end of the billing cycle, the service will continue until the end of the current period, but no refunds are typically provided for the remaining period.
Assignment: The agreement can be assigned to an affiliate or successor in the event of a merger, acquisition, or sale of assets, with written notice to the other party.
Modifications: The terms and conditions may be modified by Square Takeoff, and users will be notified of any significant changes.
Compliance
GDPR: General Data Protection Regulation for handling personal data of EU citizens.
CCPA: California Consumer Privacy Act for protecting the privacy of California residents.
ISO/IEC 27001: Information security management standards.
SOC 2: Service Organization Control 2 for managing customer data based on five "trust service principles"—security, availability, processing integrity, confidentiality, and privacy.
