How It Works

A short walkthrough of the standard Takeoff Suite workflow for trade contractors that need quantities fast.

Quick demo

See the workflow before you read each step

Watch the two minute walk through to see the upload, calibration, counting, and roll-up flow in one pass.

Step 1

Open your workspace

Create an account or sign in, then move straight into the workspace where the job list and drawings live.

Takeoff Suite sign-in page — Account setup is the entry point, not the main event. The workflow starts once the job is inside the workspace.

Step 2

Create the job from the dashboard

Use the dashboard to add projects and keep active quoting work organized in one place.

Takeoff Suite dashboard with demo projects — Create projects first, then drill into the one you want to work on.

Step 3

Open a project and upload plans

Navigate into a project, upload one or more plans, and keep the drawing set ready for takeoff in one place.

Project detail page with upload plans form and plans list — The project view keeps plan uploads, plan lists, and the roll-up summary together.

Step 4

Open a plan and set the calibration

Open any plan, choose two known points, and apply the scale before measuring.

Plan workspace with calibration panel open — Calibration locks the working scale for the plan page.

Step 5

Create one or more layers

Set up layers so different trades, areas, circuits, or scope packages stay grouped cleanly.

Plan workspace with layers panel open — Layers control how measurements are grouped and reported later.

Step 6

Measure and annotate the work

Carry out line, area, count, and auto count measurements. Count fixtures, measure runs, and add annotations directly on the plan.

Plan workspace with measurement tools visible — The plan toolbar keeps measuring, markup, save, print, and layer actions in one workspace.

Step 7

Review the roll-up and export

Export the measurement roll-up as a bill of quantities for pricing. All saved measurements feed the roll-up table, and plans can be downloaded while current layers can be printed from the workspace.

Project measurement rollup table with export action — Use the export action to move the final roll-up into downstream pricing work.

Workspace controls

Quick reference for navigating and measuring inside the plan workspace once the job is ready for takeoff.

Zoom

Scroll the mouse wheel up to zoom in and down to zoom out.

Pan

Hold the middle mouse wheel button and drag to move around the plan.

Line measurement

Click once to start. Click each corner point along the path. Double-click to finish and record the total length.

Area measurement

Click once to start. Click each corner of the shape. Double-click to close and record the area.

Count

Click once on each item you want to count. Each click adds one to the total.

Auto count

Circle one instance of an item and the tool will find matching items across the plan. Lower the threshold to find more matches (less precise). Raise it to find fewer matches (more precise). Adjust until the result looks right.

Free-form lines and areas

By default, lines and areas snap to 90° and 45° angles. Hold Shift while clicking to draw at any angle.

Layers

Create layers to separate different categories of measurements. Keeping trades, circuits, or scope packages on their own layer stops the plan from becoming cluttered with annotations.

Legend & roll-up

Every measurement and count is automatically added to the plan legend as you work. Open the roll-up table to see all measurements across every layer and every plan combined into one total summary.

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