Plan takeoffs: from drawings to a quote

1. 1
   Drop the whole set

   Quotes & Takeoffs → Takeoffs. Drop every file at once, up to 30 PDFs or photos of 100 MB each. Say what to take off, a trade or the exact items ("framing only, skip the garage", "windows and exterior doors from the schedule"), and only the sheets for it are read; you see which ones before it starts. It runs in the background, so leave the page and you get an email when it lands.
2. 2
   Check it beside the drawings

   Tap a sheet tag on any line to jump to that sheet. Check these filters to the lines worth a second look, Needs price to the ones without a price. Open a line to see how it was measured, and tap Show on drawing to see where it was counted (approximate).
3. 3
   Fix what's off

   Type a new quantity, rename a line, add or remove one. A number you type is final. Or ask: where did the 412 studs come from? The answer comes from the drawings, and any fix arrives as a change you apply.
4. 4
   Price it

   Lines are priced from your price book or Product Brain; the rest say Needs price. Type a price on the line and it is saved to your price book, so the next takeoff fills it in.
5. 5
   The list, the review, the chat

   The Materials tab is the plain list: section headers in trade order, a numbered row per item with its quantity, unit and how it was measured, hardware last. Review is where you check a line against the drawing, fix a quantity, jump to its sheet or type a price. Ask answers from the drawings.
6. 6
   Export or quote

   The Materials tab's buttons give you the list as Excel (one sheet for materials, one for hardware, one for the assumptions and flags; type a unit price and the line totals itself), as a PDF in your letterhead, or as a Purchase order to a supplier, before any quote exists. Create quote puts it on a quote; change a quantity later and Update Q-#### brings it across while keeping your prices and your own lines. A quote already sent is never changed.

Your takeoff rules

Set a waste % (one for everything, or a different one for a section like Sheathing) and a few standing notes ("we don't supply joist hangers") once, and every takeoff you start uses them. Waste goes on top of the counted quantity; sheets and pieces round up. Each takeoff shows the rules it used, and Waste on this job switches it off for one job. Your rules are yours: a manager's rules are never applied to a rep.