Quick start guide

Form and Field

Get from a fresh install to a fully categorized takeoff in about 15 minutes.

Phase 1 Installation
1

Open the Extension Manager

In SketchUp, go to Extensions → Extension Manager.

Extensions menu
2

Install the .rbz file

In the Extension Manager, click Install Extension at the bottom. Navigate to your Downloads folder and select FF.rbz.

Extension Manager

Restart SketchUp when prompted.

3

Activate your license

On restart, Form and Field prompts you for a license key. Paste the key from your purchase confirmation email. Once verified, the FF toolbar and menu appear.

The full FF menu lives under Extensions → Form and Field with Scan Model, Open Dashboard, Elevation tools, Hyper Parse, Category Templates, Cost Code Editor, and more.
Phase 2 First scan
4

Import your model

Import a Revit or IFC file into SketchUp. FF works with any model that has named components — it’s optimized for architectural and structural imports.

5

Choose a template and scan

Click Scan Model (the UFO icon). FF asks you to select a category template:

Template picker

FF ships with starter templates:

IFC Steel + Timber — structural IFC exports (IfcBeam, IfcColumn, IfcSlab)

Revit Architectural ERC / LCR — two variations for architectural Revit models

Revit MEP — mechanical, electrical, and plumbing families

Revit Struct — structural Revit models

No template will match every model perfectly out of the box — every firm names things differently. Pick the closest match, or choose No Template. You’ll refine the results in the next phase.
6

Review the dashboard

The Takeoff Report opens with your results organized by container and category.

Takeoff Report dashboard

In this example: 2,856 entities across 64 categories — Foundation (Footings, Slabs, Stem Walls), Structure (Wall Framing, Sheathing, Structural Steel), Full Enclosure (Doors, Fascia, Garage Doors), and more.

Phase 3 Review and clean up
7

Cycle through categories

Click each category to isolate it — everything else hides so you can visually confirm the right objects are in the right bucket.

Generic Models is typically the biggest category to sort. This is where the parser puts anything it couldn’t confidently classify.

Press Esc to exit isolation and show all entities.
8

Sort with Hyper Parse

Open Hyper Parse (Extensions → Form and Field → Hyper Parse) to work through miscategorized items.

Hyper Parse

HP gives you three methods:

By Name — groups entities by definition name. Good for well-named models.

Hyper Parse By Name

Here, By Name found 2,087 groups. Check the ones you want, pick a category, and click Commit.

By Color — groups by material color. Useful for color-coded models.

Grab Selected — select an entity you recognize, then inspect its properties.

Hyper Parse Grab Selected

Here, a Snow Guard bar was selected. Check Color and Height, click Find Similar (4) to highlight all matches, then assign them.

Dozens of identical objects like railing posts or light fixtures will share a common material and dimensions. Select any matching parameter to see how many entities match — then assign them all at once.
9

Save your template

Go to Extensions → Form and Field → Category Templates.

Category Templates

Either Update the template you started with or type a new name and Save Template. When updated models come in, the same naming conventions map to the same categories automatically.

Templates are your insurance policy. Without one, you re-sort every time the architect sends a new model. With one, it’s scan and go.
10

Customize cost codes

Open Extensions → Form and Field → Cost Code Editor.

Cost Code Editor

The left panel shows your cost code library organized by division (001 Site Work, 002 Excavation and Foundation, etc.). The right panel shows category assignments — each category like Appliances, Cabinets, Ceiling Framing maps to one or more cost codes. Customize every code to match your company’s system.

Use Import CSV to load your company’s code set, or Export CSV to share it. Assignments save with the template.

That’s the initial setup. You’ve installed Form and Field, scanned a model, cleaned up the categories, saved a template, and configured your cost codes. Any updated models for this project will now scan with your template and match automatically.
Up next
The Color System and Setting Elevations
Learn how FF’s color-coded visibility system works and how to set elevation benchmarks.

Form and Field v11 — March 2026

[email protected]