Takeoff ToolTAKEOFF TOOL

Finalize and export a takeoff

Walk the open lines, select Finalize, then print the report or export a CSV file. If lines are still open, Finalize asks you first.

  1. Answer the lines in the review queue.
  2. Select Finalize. If lines are open, it tells you and asks before it continues.
  3. Open the report. It shows the scope, the counts, the open questions and the source of each number.
  4. Print the report, or save it as a PDF from the print dialog.
  5. Select the CSV export to get every line with its grade and your decision.

What the report says before sign-off

A report that no person has signed is marked not for pricing. The mark comes off when the takeoff is finalized.

Finishing a takeoff · Updated 11 Nov 2026

Related

Run a real bid packet through it.