Free construction takeoff templates (Excel), by trade
A construction takeoff template is a spreadsheet with one row per item you will price: item, description, unit, quantity, waste and the sheet it came from. Ours is one free Excel workbook with a General tab, a tab for each of 11 trades, and a filled-in example from a real takeoff. There is nothing to sign up for.
Download: TRACEBUILD-takeoff-template.xlsx (18 KB, Excel) or TRACEBUILD-takeoff-template.csv (7 KB, every trade's rows in one sheet).
Tabs: How to use, General, Plumbing, Electrical, HVAC, Flooring, Painting, Drywall, Concrete, Masonry, Steel, Roofing, Sitework, Example (filled). 107 item rows in all. Free to use and share.
The columns
| Column | What goes in it |
|---|---|
| Key | Optional. The key from a TRACEBUILD export, so the row can be filled or refreshed by lookup. |
| Item | What you price, named the way you price it: "Lavatory P3070", "VCT, offices", "Slab on grade, 4 in". |
| Description | Where it comes from or how it is measured. Pre-filled with a hint on every trade tab. |
| Unit | SF, SY, LF, EA, CY, SQ or TON. One unit per row; never mix units in a column. |
| Qty | The measured quantity, net of any deductions. |
| Waste % | Your allowance for cutting, breakage and spillage. Leave it empty for counts. |
| Qty w/ waste | Calculated: Qty × (1 + Waste %). This is the order quantity before rounding to packages. |
| Sheet ref | The drawing number the quantity came from, so anyone can check it. |
| Notes | Assumptions, coats, sizes, RFIs, conversions. |
A filled-in example
The Example (filled) tab is our worked takeoff of five offices on drawing A2-2 of a public-domain clinic plan set, with the quantities and keys exactly as exported. The drawing is metric, so the quantities are in metres and square metres, with feet in the notes.
| Key | Item | Unit | Qty | Waste % | Qty w/ waste | Notes |
|---|---|---|---|---|---|---|
| TBE4CB5343 | Area (offices 1A03, 1A04, 1A06, 1A07) | m² | 31.72 | 5% | 33.31 | 341.4 SF |
| TB82388E6B | TRICARE office 1A05 | m² | 8.61 | 5% | 9.04 | 92.7 SF, drawn by hand |
| TBDD6C2451 | Doors (office) | EA | 5 | 5 | ||
| TB551E9E7B | Interior bearing wall | m | 25.14 | 25.14 | 82.5 LF | |
| TBE1C6E0A7 | Exterior wall (reclass before pricing) | m | 18.13 | 18.13 | 59.5 LF |
Two more rows in the workbook: the 2.10 m partition and the 7.27 m scale check against a 7280 mm printed dimension.
How to fill it in by hand from a PDF
- Pick the tab for your trade, or use General, and delete the rows that are not in your scope.
- Set and check the scale of each sheet before measuring. The drawing scales chart has every standard scale.
- Measure and count each item on the plans, one row per item, type and size, and write the quantity in Qty.
- Record the sheet in Sheet ref, and any assumption in Notes.
- Add waste per row. Qty w/ waste fills itself in; round it up to the packages or delivery increments you buy in.
How to fill it from a TRACEBUILD export
A TRACEBUILD Excel export has a Takeoff sheet whose "Takeoff by Item" table has the columns Key, Item, Measurement, Count, Total and Unit. The template's Key, Item, Qty and Unit columns line up with Key, Item, Total and Unit, so you can paste the rows across, or pull each quantity by its key with a lookup.
With the export open in the same workbook as a sheet named Takeoff, this formula in the template's Qty column fetches the total for the row's key: =XLOOKUP(A2, Takeoff!A:A, Takeoff!E:E). Keys stay the same when you re-export after a revision, so the quantities refresh in place and your waste and notes stay put. The export guide goes through the export columns in detail.
What is on each trade tab
General
Seven rows for a first pass on any plan: floor area by room, wall length by wall type, wall area by system, ceiling area by type, doors and windows by type, and a scale check row. The scale check is not a price item; it is the printed dimension you measured to prove the scale, so the next person can see it was done.
Plumbing
Seventeen rows: fixtures by schedule mark (water closets, lavatories, urinals, sinks, mop basins, floor drains, water heaters), pipe by service and size (cold, hot, hot water return, sanitary waste, vent, storm, gas), cleanouts, valves and a fittings allowance. Keep one row per pipe size. Our plumbing takeoff example counts seven fixtures by mark on a real sheet.
Electrical
Ten rows: duplex and GFCI receptacles, switches by type, light fixtures by schedule type, exit signs, data outlets, panelboards, conduit and wire by size, and junction boxes. Wire is usually conduit length times the number of conductors plus makeup at each end; note your makeup allowance in Notes. More in electrical takeoff.
HVAC
Ten rows: rooftop units or air handlers, VAV boxes, diffusers and grilles by air device type, exhaust fans, rectangular and round duct by size, flexible duct runouts, hydronic or refrigerant pipe by size, and duct insulation. Take equipment and air devices from the schedules, and ductwork one size per row. See HVAC takeoff.
Flooring
Eight rows: resilient tile or plank, broadloom carpet in square yards, carpet tile and ceramic tile by room, wall base in linear feet, transitions, stair treads and floor preparation. Take finishes from the room finish schedule, not the finish plan alone. Our flooring example shows why: the finish plan in our set only covers special conditions.
Painting
Eight rows: walls by paint system, painted ceilings (gypsum only), primer on new board, doors, frames, trim and handrails, exterior walls and soffits, and special coatings. Put the number of coats in Notes and keep waste for material you actually lose. The painting example works out one office's wall area from length, height and openings.
Drywall
Six rows: partition length by wall type, board area by type (length × height × faces), ceiling board, studs or track, corner bead and trim, and insulation. Board area is where most mistakes hide, because a partition has two faces and sometimes two layers a side. More in drywall takeoff.
Concrete
Eleven rows: slab on grade in cubic yards and its area, continuous footings in cubic yards and length, piers and spread footings by mark, foundation walls, formwork contact area, sidewalks and pads, rebar by bar size, welded wire mesh and vapor retarder. The concrete example turns a measured walk into 3.44 CY.
Masonry
Seven rows: CMU wall area by type, brick veneer area, units by type, lintels, grout, horizontal joint reinforcing and control joints. Units come from wall area times the units per square foot for the unit size you are laying; note the unit size you assumed. See masonry takeoff.
Steel
Seven rows: beams and columns by size in linear feet, pieces by mark, joists by designation, metal deck by type, connections and base plates, and total weight in tons. Weight is length times the weight per foot of each section; keep the section size in the Item so the total can be rebuilt. More in steel takeoff.
Roofing
Seven rows: roof area by plane, squares, membrane or underlayment, insulation, edge metal and flashing, ridge, hip and valley, and drains and penetrations. Plan area is not roof area on a pitched roof; apply the slope factor for each plane. See roofing takeoff.
Sitework
Nine rows: asphalt paving by pavement section in square yards, concrete paving and walks, curb and gutter, storm, sanitary and water pipe by size, structures, landscape area and silt fence. Measure pipe structure to structure and count structures by type. See sitework takeoff.
Common questions
What is a takeoff sheet?
A takeoff sheet is the list of every quantity measured from a set of plans, one line per item with its unit, quantity and the drawing it came from. Estimators price from it, so it is organized the way the bid is priced, usually by trade or CSI division, with waste and notes beside each quantity.
Can I do a construction takeoff in Excel?
You can record, total and price a takeoff in Excel, and this template is set up for that. Excel cannot measure the drawings, though, so the quantities come from a scale ruler on paper or from a PDF takeoff tool. TRACEBUILD exports quantities with Key, Item, Total and Unit columns that map to this template's Key, Item, Qty and Unit.
Is this template really free?
Yes. The Excel workbook and the CSV are free to download with no sign-up, and free to use and share. The TRACEBUILD Lite web app, which can fill the template from a measured PDF, is free during early access and becomes $4.99 per user per month at launch.