Worksheet Overview in MeasureSquare Stone
Worksheet Toolbar:
Worksheet Section:
Button | Keyboard Shortcut | What It Does |
New | — | Creates a blank worksheet. You will be prompted to choose a view type (e.g., Vendor Quote, Customer Quote). |
Delete | — | Permanently removes the currently active worksheet from the project. Cannot be undone. |
Reload | — | Re-reads
all takeoff measurements and repopulates the worksheet line items. Run this
after making changes in Area or Room Takeoff to keep the worksheet current. |
💡 When to
Reload
Reload Section:
Button | What It Does |
Lock | Prevents any edits to the worksheet. Use before sending a quote to ensure no accidental changes occur. |
Unlock | Re-enables
editing on a locked worksheet. |
Add | Inserts a new line item row manually. Use when adding items not captured by the takeoff (e.g., miscellaneous fees). |
From DB | Opens the product database browser so you can select and add pre-configured materials or services directly into the worksheet. |
Find in Takeoff | Highlights the corresponding measurement area in the floor plan or takeoff view for the currently selected line item. Useful for verifying quantities. |
Merge | Combines two or more selected line items into a single row, summing their quantities. |
Edit Section:
Button | Shortcut | What It Does |
Undo | Ctrl + Z | Reverses the most recent change to the worksheet. |
Redo | Ctrl + Y | Re-applies an undone change. |
Copy | Ctrl + C | Copies the selected cell or row to the clipboard. |
Paste | Ctrl + V | Pastes clipboard content into the worksheet. |
Cut | Ctrl + X | Moves selected content to the clipboard, removing it from its current position. |
Delete | Del | Removes the selected line item row(s) from the worksheet. |
Markup | — | Applies
a percentage markup multiplier to the Sales Price of selected line items. |
Column Section:
Button | What It Does |
Select Columns | Opens a column chooser dialog. Toggle individual columns on or off to customize the worksheet grid view. |
Group | Groups worksheet rows by the selected column (e.g., group by Trade to see all Ceramic Tile items together). Click again to ungroup. |
Cell | Activates
inline editing mode for the currently selected cell. Equivalent to
double-clicking a cell. |
Export Section:
Button | What It Does |
Sends the worksheet to the system print dialog. Renders the current view type layout (e.g., Vendor Quote format). | |
Export to Excel | Saves
the worksheet as a formatted .xlsx file. A dropdown arrow on this button
offers additional export format options. |
Setting Section:
Button | What It Does |
Save as Template | Saves the current worksheet structure — including view type, column layout, and pricing rules — as a reusable template for future projects. |
Manage Template | Opens the template manager where you can view, rename, duplicate, or delete saved worksheet templates. |
Setting | Opens worksheet-level display and calculation preferences (e.g., number formatting, rounding rules). |
Automation | Configure
automatic actions triggered on worksheet events, such as auto-applying
pricing from a catalog when the worksheet is reloaded. |
Worksheet View Panel:
Document Identity Field:
Field | Description |
Name | The label for this worksheet view (e.g., Vendor Quote). This name appears in the worksheet tab and in exported documents. |
Bill To | The customer, company, or contractor being billed. Select from the project contact list using the dropdown. Appears on printed quotes. |
Ship To | The
delivery or installation site address. Can differ from the Bill To address.
Used on purchase orders sent to suppliers. |
Currency & Tax Settings:
Field | Description |
Currency | Select the currency symbol (e.g., $, €, £) from the dropdown. The 'On Left' checkbox controls whether the symbol appears before or after the number (e.g., $100 vs 100$). |
Tax Name | Enter a label for the tax line (e.g., Sales Tax, GST, VAT). This label appears on printed quotes and exported files. |
Tax Rate | Enter the applicable tax percentage (e.g., 10.0%). The rate is applied to all line items flagged as taxable. The calculated tax amount appears in the financial summary below. |
Tax Type | Select
the tax category (e.g., Sales Tax). This may affect how tax is reported in
accounting integrations. |
Financial Summary - All / Material / Labor Columns:
Metric | All Column | Material Column | Labor Column |
Cost | Total contractor cost (mat + labor) | Material cost only | Labor cost only |
Sales | Total customer-facing sales price | Material sales price | Labor sales price |
Profit | Sales minus Cost (dollar amount) | Material profit | Labor profit |
Margin | Profit ÷ Sales (percentage) | Material margin % | Labor margin % |
Markup | Profit ÷ Cost (percentage) | Material markup % | Labor markup % |
Tax | Total calculated tax amount | — | — |
💡 Margin
vs. Markup — Key Difference
Margin = Profit divided by Sales price. A 45% margin means 45 cents of every dollar charged is profit.
Markup = Profit divided by Cost. An 82.9% markup means you charged 82.9% more than the cost.
Adjustments:
Field | How It Works |
Freight | Enter a flat dollar amount for shipping or delivery costs. Check 'Discountable' if any worksheet discount should also apply to the freight charge. |
Discount | Enter a percentage (e.g., 5%) or flat amount to reduce the total. Check 'Show in Total' to include the discount line in the customer-facing printout. The lock icon freezes the discount value from auto-recalculation. |
Deposit | Enter a
deposit percentage or flat amount required before work begins. Check 'Show in
Total' to display this on the quote. The lock icon prevents the deposit from
changing when other values are adjusted. |
Total & Terms:
Field | Description |
Total | The final customer-facing price. Calculated as: Sales + Tax + Freight − Discount. In the example: $31,348.74. |
Terms & Conditions | A
free-text field for entering payment terms, warranty language, or legal
disclaimers that will print at the bottom of customer quotes. |
Quick Reference - Common Tasks:
I want to… | Use this… |
Create a new worksheet | Toolbar > Worksheet group > New |
Refresh quantities after a takeoff edit | Toolbar > Worksheet group > Reload |
Add a manual line item | Toolbar > Reload group > Add |
Add an item from the product catalog | Toolbar > Reload group > From DB |
Verify a quantity against the floor plan | Toolbar > Reload group > Find in Takeoff |
Apply a markup to selected items | Toolbar > Edit group > Markup |
Hide or show specific columns | Toolbar > Column group > Select Columns |
Group rows by trade or category | Toolbar > Column group > Group |
Export the worksheet to Excel | Toolbar > Export group > Export to Excel |
Lock the worksheet before sharing | Toolbar > Reload group > Lock |
Save this layout for future projects | Toolbar > Setting group > Save as Template |
Set the tax rate | Worksheet
View Panel > Tax Rate field |
Add a customer discount | Worksheet View Panel > Discount field |
Check margin and markup percentages | Worksheet View Panel > Financial Summary |
Add payment terms to the quote | Worksheet
View Panel > Terms & Conditions |
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