---
title: "Creating Takeoffs in Aspire"
slug: "creating-takeoffs-in-aspire"
tags: ["Language - English", "Area - Administration", "Industry - Landscaping", "Type - Task (How-To)", "Role - System Admin", "Role - Branch Admin", "Skill Level - 1 (Beginner)"]
updated: 2026-02-27T15:19:39Z
published: 2026-02-27T15:19:39Z
canonical: "guide.youraspire.com/creating-takeoffs-in-aspire"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Takeoffs in Aspire

## **Purpose**

Takeoffs represent measurements of a property which your company bases estimates on. Common takeoff measurements include: *turf areas, bed areas, sprinkler zones, or tree counts.*

Entering takeoffs in Aspire is important because you can offer accurate estimates, order materials in a more effective way, plan your projects with accuracy and be prepared when changes need to occur.

Setting up *Takeoffs* includes establishing standard takeoffs for your system, creating kits to use with takeoffs, and setting up takeoffs on your properties entered into Aspire.

🧠 If you have not established you*r Production Factors*, you should hold off on creating kits and using takeoffs. If your company only does one time jobs (work orders), *takeoffs* might not be for you.

## **Requirements**

✅ In order to create *Takeoffs* in Administration, you need *System Admin* permission added to your user role.

✅ To be able to add *Takeoffs* to *Property Records*, you would need either *Edit My Properties* or *Edit All Properties* added to your user role.

✅To access the *Reporting* module, you’ll need *View Reports* added to your user role.

✅ To view the *Opportunity Service Report,* you would need to have both *View Drill Down Reports* and the *View Drill Down Reports - Opportunity Service Report* added to your user role.

## **Creating Takeoffs**

To organize takeoffs, you can divide them into groups. Takeoffs must be set up in *Administration* before their values can be assigned to your properties.

### **Setting up Takeoff Groups in Administration**

- Start by navigating to your *Profile Icon* and selecting *Administration.*

*![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-9hp7m0aq.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)*

- Then, select *Application.* Choose the tab called *Lists.* Scroll down and click on *Takeoff Group*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-0leqr2nf.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)

- The *Takeoff Group* page will appear and you can review existing takeoff group names that have been created, or select *New* to create a new group.

💡It’s a good idea to keep your *Takeoff Groups* simple! You will be adding items to these groups, so you have plenty of room for the details!

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-plph1di5.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)

- Creating a new takeoff group is a multi step process; first, you will need to add a *Takeoff Group Name.* Once the name is added, select *Save* to create the group.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-5ozrpmqb.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)

- Saving the group will take you back to the *Takeoff Group* list. Reselect the newly created *Takeoff Group.*

*![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-otwd17ga.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)*

Now, you will see the *Takeoff Group Name, Sort Order* and a *Takeoff Items* box.

- Select the plus sign icon to add items to your *Takeoff Group*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-8ndmdw7u.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)

- Start by entering the *Takeoff Item Name*. Below we have entered Mower 21"*.*
- The *Takeoff Group* automatically defaults to the *Takeoff Group* you selected.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-zvwomw77.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)

- The *Unit Type* field allows you to set the unit type for the takeoff.
- The *Sort* field allows you to define the order in which takeoff items appear within their groups on the *Property Takeoffs* screen when setting up a property.

**Show in Lists Checkbox**

- Using this checkbox allows the takeoff value to be available as a field in search lists like the *Opportunity Services* search list in *Reporting*.

**Primary Takeoff Checkbox**

- This checkbox allows you to set your takeoff item as a primary takeoff for properties serviced by your company.

Typically, the primary takeoff for a property is the takeoff that most accurately reflects the overall size of the property's service area.

When you set up the takeoff structure of your company, you should only set one primary takeoff, which will be reflected on the *Properties* screen for each property. This can be switched at any time.

💡The *Primary Takeoff Name* and value are also available in the search lists for *Opportunities, Properties and Work Tickets*.

Once all of your *Takeoff Items* have been added to your *Takeoff Group*, select *Save* to apply your changes.

## **Applying Takeoffs to Kits**

Now that your *Takeoff Groups* have been created and your *Takeoff Items* have been added to your groups, you can now assign your takeoff items to your *Kits* in the *Item Catalog,* which will be used on your estimates.

🧠Here’s an example!

A kit to provide labor and equipment used to mow with a 21” mower might be assigned the takeoff from above called *Turf Areas* | *Mower 21” .*

*![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-takeoffs-in-aspire-image-7a39joyx.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A38Z&se=2026-11-15T02%3A17%3A38Z&sr=c&sp=r&sig=DK0hA30oaUh%2FnROvktW47mmzvnOpqNhwAGFsYjl0keg%3D)*

This takeoff will represent the units (like square feet or acres) that you will measure and record for each property to identify your scope of work required to mow with a 21’’ mower.

Now you know all about creating Takeoffs in Aspire. Now learn [how to apply Takeoffs to Properties](https://guide.youraspire.com/docs/how-to-use-property-takeoffs).