Takeoff ToolTAKEOFF TOOL

Lessons and house rules

When you correct or exclude a line, you choose what Takeoff Tool learns: a lesson for all customers, a house rule for your company only, or nothing.

All customers

Choose this for a fact about how drawings are written: a tag, a sheet name, or where an item hides in a set. It helps every customer. It never includes your quantities or your prices.

Your company only

Choose this for your own call. For example, a product you always swap, or an item you never bid. It becomes a house rule. House rules run only on your company's jobs.

One-off

Choose this when the correction is true of this job only. Nothing is learned.

Where to see them

The Lessons page lists every correction and how it was tagged.

Reading your takeoff · Updated 11 Nov 2026

Related

Run a real bid packet through it.