TakeoffQS Help Centre
Guides for the core takeoff workflow, templates, the Vault, and your account.
New to TakeoffQS? Start here
- Welcome to TakeoffQS
What is the TakeoffQS workflow, from a plan PDF to a priced export?
- Creating a job & uploading a plan set
How do I start a new job and upload a plan set?
- Verifying the takeoff — scale, detections, geometry
How do I confirm the scale and check what the takeoff detected?
- Drawing and editing annotations
How do I correct detected shapes, add missing annotations, and group cladding?
- Reviewing materials before pricing
How do I check generated material quantities before pricing a job?
- Pricing a job & applying a BOQ template
How do I price a job and apply a BOQ template to it?
- Exporting
How do I export measurements or a priced BoQ, and how do I generate a quote?
- When something goes wrong
Fixes for the problems people hit most, from a plan that won't upload to a quote that comes out as a draft.
Account
- Your account
Where do I change my business profile, members, preferences, business rules and automation settings?
- Customising workflow and measurement settings
How do I control the job types, annotations, measurement defaults and workflow order shown in TakeoffQS?
- Organisation roles — what each one can do
What each organisation role can do, and why a button might be missing.
- Creating your account and inviting your team
How do I sign my company up to TakeoffQS and invite my team?
Templates
- BOQ templates
How do I create a BOQ template, and how do I make one active?
- BOQ template import/export
How do I move a BOQ template between organisations, and re-link its products?
- Export templates
How do I choose which Quote PDF, Excel or CSV template my exports use?
Vault
- Importing a price list
How do I import a supplier price list, rate sheet or labour schedule?
- Managing the pricebook
How do I search and filter the pricebook, adjust prices in bulk, or export it?
- Suppliers
How do I add a supplier, adjust a supplier's prices, or merge two duplicates?
- Labour rates & modifiers
How do I set labour rates by region, and add labour modifiers?