New Takeoff

Follow the guided workflow. The CRM tells you what is complete, what needs review, and exactly what to do next.

1Trade

2Drawings

3Project

4Scope

5Analyze

6Review

7Output

Next Step: Choose the type of takeoff.

Setup Assistant

1. What type of takeoff do you want to create?

Choose one trade. Each estimator engine remains completely separate even when the same drawing set is used.

5. Analysis is enabled only after the project information and selected trade setup are confirmed.

Review gate: quantities generated from AI interpretation remain estimator-reviewed data. Missing scale, dimensions, code support or exact source geometry must remain marked for verification rather than guessed.