Run your first takeoff

Open New takeoff, drop the bid packet, and select Run takeoff. Takeoff Tool sorts the files, reads the spec, counts on the plans and opens the job.

Select New takeoff.
Drop the plan-room download on the page. A folder, a zip file or loose PDFs all work.
Check the intake summary. Each file is marked as a spec, a plan sheet, an addendum or another type.
Select Run takeoff. The page shows each step while it runs.
When the run is done, the job opens. It also appears on the Projects board.

What you see first

The job opens on the takeoff. Each line has a grade: Certain, Maybe or Not sure. Start with the Maybe lines. They are the review queue.

Getting started · Updated 11 Nov 2026