How to Send Plans for a Takeoff

A useful takeoff starts with a clear scope and a readable, current plan set. Here is how to prepare a request, whether you need one trade in one area or support across several trades.

1. Define the work you want measured

Tell us the project city and state, the trade, the rooms or areas to include, and your bid deadline. State any exclusions. “Tile in the hallway bathroom, including the shower walls and floor; exclude the primary bathroom” is more useful than “bathroom takeoff.”

For a single-trade request, include the relevant plans, details, schedules and specifications even when they are on different sheets. A floor plan alone may not show wall heights, finish changes or assembly requirements.

2. Send the latest readable documents

Plans: PDF drawings with sheet numbers, dimensions and scale information visible. Include a known dimension for scale checking.
Specifications and schedules: finishes, materials, assembly notes and product requirements that affect quantities.
Revisions and addenda: identify the current issue and tell us which older sheets have been replaced.
Scope notes: mark alternates, owner-supplied items and work by other trades.

Check that small notes and dimensions remain legible when zoomed in. Cropped screenshots, incomplete sheets and distorted scans may need clarification before measurement can start. We will confirm whether your documents support the requested work.

Files the request form accepts

Upload PDF, JPG or PNG files: up to three project files totaling 15 MB. Attachments are optional for an initial inquiry. If your plan set exceeds that limit, describe what you have and ask us to agree on a transfer method before sending the full set.

Share only documents you have permission to provide, and remove unnecessary personal or sensitive information.

3. Choose quantities only or a priced estimate

A quantity takeoff gives you measured quantities, units and agreed waste factors; you apply your own pricing. If you also need material and labor costs, choose a construction estimate. A bid-ready package adds a separate customer proposal.

For example, a tile takeoff can identify net surface areas and an ordering allowance. It does not automatically include demolition, waterproofing accessories, substrate repairs or installation pricing unless those items are part of the agreed scope.

4. Confirm scope before work begins

We review the information, clarify missing details, and confirm deliverables, fee, turnaround and revisions in writing. You approve that quote before payment or work begins. Tell us promptly if a new addendum arrives after the scope is agreed; its effect on the estimate and delivery date needs review.

No drawings available?

For suitable remodeling or single-trade work, send room measurements with units, heights, openings, photos and scope notes. Our measurements-to-proposal service uses contractor-supplied information to prepare quantities, internal costs and a branded proposal. It does not replace a field inspection.

More contractor guides

Start with your project details

Send what you have. We clarify the scope and provide a written service quote for your approval before payment or work begins.

Request a quantity takeoff