takeoff suite

How Takeoff Suite works.

Follow the standard workflow from plan upload to a bill of quantities ready for pricing.

01

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. The takeoff workflow begins once the job is inside the workspace.
02

Create the job from the dashboard

Add projects and keep active quoting work organized in one place.

Takeoff Suite dashboard with demo projects
Create projects first, then open the one you want to work on.
03

Upload the drawing set

Open a project, upload one or more plans, and keep the active drawing set together.

Project detail page with upload plans form and plans list
The project view keeps plan uploads, plan lists, and the roll-up summary together.
04

Set the calibration

Open a 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.
05

Organize the work with layers

Create layers so trades, areas, circuits, or scope packages stay grouped cleanly.

Plan workspace with layers panel open
Layers control how measurements are grouped and reported later.
06

Count and measure

Use line, area, count, and auto count tools to capture the quantities you need directly on the plan.

Plan workspace with measurement tools visible
The plan toolbar keeps measuring, markup, save, print, and layer actions in one workspace.
07

Review the roll-up and export

Review saved measurements across the job, then export the roll-up as a bill of quantities for pricing.

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

Workspace controls.

A quick reference for navigating and measuring 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 to start, add each corner point, then double-click to record the total length.

Area measurement

Click each corner of the shape, then 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 example, then adjust the matching threshold until the result looks right.

Free-form lines and areas

Hold Shift while clicking when you need to draw without 90° and 45° snapping.

Layers

Separate trades, circuits, areas, or scope packages so annotations stay organized.

Legend and roll-up

Measurements feed the plan legend and combined project roll-up automatically.

Ready to try it on a real job?

Start with a monthly plan and test the complete workflow during the free trial.

See pricing Start free trial