From the plan set to an accepted quote

With drawings: the takeoff

1. 1
   Drop the whole set

   Quotes & Takeoffs → Takeoffs. Up to 30 PDFs or photos of 100 MB each, all at once. Say what to take off ("framing only, skip the garage", "windows and exterior doors from the schedule") and only those sheets are read. It runs in the background; leave the page and you get an email when it lands.
2. 2
   Check it beside the drawings

   Tap a sheet tag to jump to that sheet. Check these filters to the lines worth a second look. Open a line to see how it was measured, and Show on drawing to see where it was counted.
3. 3
   Mark up the drawing

   Circle anything and ask about it, count items or measure a length or an area on a scaled sheet. A count or measurement changes a line only when you press Use for …; the AI's count of a circled area comes back as a count for you to check.
4. 4
   Fix what's off

   Type a quantity, rename, add or remove a line. A number you type is final. Ask where did the 412 studs come from? and the answer comes from the drawings.
5. 5
   Price and export

   Lines are priced from your price book or Product Brain; the rest say Needs price and never reach a client as $0. The Materials tab exports Excel, a PDF in your letterhead, or a purchase order.

Set a waste % and a few standing notes ("we don't supply joist hangers") once and every takeoff uses them; waste goes on the counted quantity, sheets and pieces round up. Fix the same thing a few times and the Takeoffs tab offers it as a rule; nothing changes until you press it.

Without drawings: describe the job

Quotes → New quote (or from the card, or tell Scout quote the Alder Ave job), then describe it: "Full basement development, 900 sq ft: framing, electrical rough-in, drywall, vinyl plank." Draft line items builds the quote from your price book. Edit it like a spreadsheet; it autosaves.

Send it

1. 1
   Create quote, or update it

   From a takeoff, Create quote puts the materials on a quote. Change a quantity later and Update Q-#### brings it across while keeping your prices and your own lines. A sent quote is never changed.
2. 2
   Send the link

   Send makes a private link and a PDF. The client sees a branded page with Accept, Decline and Download PDF; you see Sent, Viewed, Accepted or Declined with their reason.
3. 3
   The card knows

   Sending moves the pipeline card to Quoted with the total, and sets the follow-up. An accepted quote starts the contract, the invoice and the job, each prefilled.

The price book

Every draft prices from the Price book tab, so fill it once: paste an old quote, invoice or price list into Import and the items are extracted, or push selected Product Brain rows across. A price typed on a takeoff line is saved back to it.