Takeoffs and bid pipeline

Build takeoffs from specs and drawings — across scopes.

Construction PM’s Takeoff Wizard takes architect specs (PDF) and a blueprint with a colored legend, runs a project manager through a three-step configuration, and produces itemized material line items applied to the scope budget. Bids in the pipeline live on a kanban board, organized through to award.

Takeoff Wizard

Specs and drawings in, material line items out.

The Takeoff Wizard is a five-step flow on each scope: upload architect specs, upload a blueprint with a colored legend, select a material system, configure coverage and components, and apply the result to the scope budget. The project manager owns the inputs and the final approval; the system parses the specs, suggests material systems from the catalog, and calculates line item quantities from the configured coverage, waste factor, and component yield rates. Manual entry is available for scopes without specs or drawings to upload.

  • Upload architect specs (PDF) and a blueprint with a colored legend, both per scope.
  • Three-step wizard: select system, configure coverage and components, confirm.
  • Output is itemized material line items applied to the scope’s material and labor budget.
Material systems across scopes

Foundation, structure, exterior, interior, roof, finish, MEP.

Material systems span seven zone types: foundation (waterproofing, dampproofing, vapor barriers, slab, crawl space, basement), structure (wood frame, steel, concrete, masonry, mass timber, light gauge), exterior (fiber cement, brick veneer, vinyl, curtain wall, insulated metal panels, stucco, EIFS, stone), interior, roof, finish, and MEP. Each system carries components with yield rates and a cost tier (premium, standard, or economy), so the project manager can pick the system that fits the scope before the takeoff produces line items.

  • Seven zone types covered: foundation, structure, exterior, interior, roof, finish, and MEP.
  • Each system carries components with yield rates (e.g., membrane at 0.03 gal/SF, protection board at 1 sqft/SF).
  • Cost tiers per system (premium, standard, economy) for honest budget comparison.
Coverage, waste factor, components

Configure coverage and waste; components produce the totals.

Each takeoff is configured with a coverage quantity (square feet, linear feet, or other system-appropriate unit), a waste factor that defaults to six percent and is editable per scope, and a set of components that produce the final quantities and totals. A 1,000 square foot dampproofing zone with a seven percent waste factor lands at the right quantity of fibered dampproofing and protection board, both priced from the configured material costs, and rolled into the scope’s material and labor budget.

  • Coverage quantity in square feet, linear feet, or other applicable units per system.
  • Waste factor default of six percent, editable per takeoff.
  • Component-driven totals: each component’s yield rate produces the line item quantities and unit costs.
Bid pipeline

A kanban board to organize bids through to award.

Bids in the pipeline are organized on a kanban board with cards, columns, labels, checklists, and comments. The board is the system of record for which bid is in which stage.

  • Kanban board with cards, columns, labels, checklists, and comments per bid.
  • Internal pipeline view for organizing bids by stage.
  • Pipeline stages and reordering driven by drag and drop.
FAQ

What does the Takeoff Wizard do?

The Takeoff Wizard takes architect specs (PDF) and a blueprint with a colored legend and produces itemized material line items applied to the scope budget. A project manager uploads the documents, selects a material system from the catalog, configures the coverage quantity and unit, confirms the waste factor and components, and applies the result to the scope budget. Manual entry is available for scopes without specs or drawings to upload.

What scopes does the Takeoff Wizard support?

The Takeoff Wizard supports material systems across seven zone types: foundation (waterproofing, dampproofing, vapor barriers, slab, crawl, basement), structure (wood frame, steel, concrete, masonry, mass timber, light gauge), exterior (fiber cement, brick veneer, vinyl, curtain wall, insulated metal panels, stucco, EIFS, stone), interior, roof, finish, and MEP. Each system carries components with yield rates and cost tiers.

How are bids tracked through to award?

Bids are organized on a kanban board with cards, columns, labels, checklists, and comments. The board is the system of record for which bid is in which stage, with drag and drop to move bids through the pipeline.

Related

Takeoffs feed job cost tracking.

Once a takeoff is applied to the scope budget, job cost tracking takes over: labor hours, materials, change orders, and scope tracked against every job in MasterFormat structure, so spend reconciles against the takeoff.