The six steps of a takeoff run

1. Sort the package. Each file is given a type.
2. Read the spec section. It finds your section and lists what it requires.
3. Match to your catalog. It keeps the items your company sells.
4. Count on the plans. It finds those items on the sheets and counts them.
5. Flag contradictions. It compares the spec with the drawings.
6. Write the workbook. It builds the takeoff and opens the job.

While it runs

The page shows which step is running. When the run is done, the job also appears on the Projects board.

When it is done

The job opens on the takeoff. Start with the Review tab. It holds the lines that need you.

Getting started · Updated 11 Nov 2026