Where the notes are
On the plan sheets, in keynotes, in general notes and in schedule columns. They are short and easy to miss.
What you see
The line opens with the proposed exclusion and the note beside it.
What to do
- Read the note.
- Select Exclude from bid if the item is not yours.
- Approve the line if you supply the item in spite of the note.
- Add a note with the reason.
Items your company never bids
Save the exclusion as a house rule. It then runs on every job your company bids.
Reading your takeoff · Updated 11 Nov 2026