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Preferred Profile Settings
Preferred Profile Settings

These settings are determined per user. Each individual user will need to adjusting their own settings.

Square Takeoff avatar
Written by Square Takeoff
Updated over 4 months ago

Access Settings

Step 1: Navigate to your name in the top right of the screen

Step 2: Select "Profile"


Bid Management Landing Screen

These settings are important, as they will set up your standard view of projects.

Step 1: Set you Bid Management Landing Screen to ListView for quicker navigation

Step 2: Set the Bid Management List View Duration to custom.

Step 3: Set the Bid Management List View Date Range to an extended length of time. For best results, set to Custom with a Bid Management List View Date Range of a full calendar year


Default Measurement Type & Scale

Step 1: Change your Default Scale Setting to reflect your default scale method.

Step 2: Change the Default Measurement Type to imperial or metric. This setting will default the Measurement Type on all jobs.


Full Screen Mouse Cursor

Step 1: Enable Full Screen Mouse Cursor

Full Screen Mouse Cursor Demonstration

The full screen mouse cursor will extend the X and Y axis of the cursor across the whole screen, rather than a plus icon the size of a mouse cursor.

Full Screen Cursor:

Regular Cursor:


Hover Page Preview

Step 1: Enable Hover Page Preview

Hover Page Preview Demonstration

The hover page preview provides a preview of you pages. Saving you time navigating your plans.


Save Your Settings

Once you have selected your desired settings, click the green Save Changes button at the bottom of the screen, you will be required to then log out and log back in for those changes to apply.


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