Turf Crew Sheet

ArcSite crew sheet templates allow you to use the field collected data to present all of the information the crew or warehouse need without having to fill a separate form. 

Step 1. Select and duplicate your crew sheet template.

Navigate to advanced settings> proposal templates and and select your industry crew sheet template. Open the Actions menu and click Duplicate. You will be prompted to give a name to your new template. Click OK and your new template will appear, ready to be edited.

 

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  • To permanently remove a template, open the Actions menu and click Delete Template. You will be prompted to confirm by clicking Delete
  • If you find you need to edit or archive a published template, we recommend first making a duplicate, which saves a copy of the template as a draft and removes it from use in the app. Then you may make any changes necessary and “re-publish” the copy at any point. 

Step 2. Edit your crew sheet draft to fit your business needs.

Your draft crew sheet has standard sections and options used in your industry. These can be reordered to suit your needs. Additionally, you can add sections and also delete sections you do not want. You can add any of the sections listed in the table below. 

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Starting fields and descriptions:

Company Info

This is a section not necessarily need on an internal facing output. To make the output more concise, we have left this section out of the default Crew Sheet template. 

This is where you can format how your company information appears.

3 layout options, Logo On Top, Logo On Left, or Logo On Right.

Additionally, formatting options allow you to, change font size, change logo width, add additional text, or hide company name. 

Client Profile

This is where you can format how your client's information appears.

2 layout options. 1 Date, job #, client & sales information. 2. client & sales information only.

Additionally, formatting options allow you to change label names and widths. You can also hide the following: client email, client phone, company information, sales email, & sales detail.

Products

For the default Crew Sheet template, we have added 2 of the Product List sections.

  1. The Name & Amount options provides a list of the products used and their quantities
  2. The Turf Length Table option. This will create a table of all of the turf cuts the installation crew will need to make for this project. More details on setting this up is shown below in #3. 

This is where you can select how much product information you would like to show.

9 layout options. All Columns, Name & Quantity, Name & Amount, Name Only, Grouped by Category All Columns, High Level Details, Grouped by Category Name and Amount, Grouped by Category Name and Quantity, Grouped by Category Name Only.

Additionally, formatting options allow you to select how many price digits to show, size columns, or hide fields.

Payment

Not included in the Default Crew Sheet template

1 standard layout option.

Additionally, formatting options allow you to hide payment fields, Payment Terms (left/right), & enter your desired payment terms.

Additional Information

1 standard layout option.

Additionally, formatting options allow you to change section name, hide fields, hide yes/no, change alignment, and date format.

Products Not Included 

Not included in the Default Crew Sheet template

4 layout options. All Columns, Name Only, Name & Quantity, Name & Amount. 

--Page Break--

No options, experiment with placement depending on the length of your average document (normally dictated by the drawings and product amount). 

Drawing

For the default Crew Sheet Template, we have chosen the Drawing only option to keep the output as concise as possible. One alternative is to use the Drawing w Legend option. By doing so, the drawing will have a legend that shows all product used and their quantities. Note however that the Products section described above servers much of the same purpose. 

3 layout options. Drawing w Legend Company Logo & Client profile, Drawing w Legend, Drawing Only.

Additionally, formatting options allow you to create a drawing label (for something other than Detail Plan), hide drawing label, and control drawing height. 

Signature

Not included in the Default Crew Sheet template

4 layout options. Standard, Columns, Co-Applicant, Initials.

Additionally, formatting options allow you to set margin, & create titles for left and right signature. You can also enter placeholder text for customer and sales.

Location Based Photos

1 standard layout option.

Additionally, formatting options allow you to select number of rows and columns per page.

Please see the video below putting it all together:

Step 3.  Add one or more Turf Length / Turf Roll Cut tables

ArcSite can automatically generate a table(s) the show the Length and Width for each turf roll. It is simple to generate one of more tables, one for each width type. 

 

Step 4. Test your crew sheet.

The next step is to preview your crew sheet using real data. You’ll notice that up to this point your crew sheet template has been in Draft mode. This means it is only available for use within the User Site — not yet in the app. 

Draft templates can be used to generate real crew sheets so you can accurately assess that your template is set up correctly. Just as importantly, it allows you to go back and make edits. Let’s try it out. 

  • Navigate back to Home and open a project with an existing drawing. We recommend you test your template with a variety of drawings, but for now just pick one with takeoff and estimate data (one with some of your products in the drawing).
  • Open the Takeoff & Estimate tab, then click Export.
  • You’ll see your draft crew sheet listed in blue. Click it to generate a PDF with data from this drawing. 

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  • Open the downloaded file and check out your new crew sheet!
  • Remember: your crew sheet is still in Draft mode. This means it’s still fully editable, but not yet available to use in the app. 
  • If you have any changes to make, navigate back to Advanced Settings > Proposal Templates and open your draft template. Repeat as needed. 

If your template is ready for prime time, the next step is to Publish to App.

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