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Run an AI takeoff

Have the agent do the first pass on a drawing, then review and accept what it measured.

View as Markdown Ask Claude Ask ChatGPT

Before you start

  • You need Can edit access to the workspace.
  • The Agentic Takeoff plugin must be on.
  • Vector PDFs (exported from CAD) give the best results.

Steps

  1. Open the workspace and click Agent in the top bar.
  2. Optional: open the Sheets grid, select the sheets to measure and click Ask AI. Mark a finish schedule or legend Use as reference so the agent reads it without measuring it.
  3. Say exactly what you want. Good requests name the finish, the sheets and anything to leave out:
    • "Take off every 2x2 ACT area on the RCPs, A-201 to A-204. Use the ceiling legend on A-001. Skip the corridors."
    • "Count the 2x4 troffers and exit signs on E-101."
    • "Measure flooring by room from the finish schedule on A-601."
  4. Approve the start card.
  5. If the agent proposes a scale, check the evidence and approve it, or set it yourself.
  6. Watch the dashed shapes appear on the sheet.

Review

  1. Open the AI Takeoff tab in the drawer.
  2. Go page by page. Click a row to see the shape.
  3. Accept good ones (Enter), Delete bad ones (Delete), or accept a whole page with Shift + Enter.
  4. Fix any accepted shape by hand like any other measurement.

Only accepted shapes count in totals, the budget and exports.

Get better results next time

  • Ask the agent what it was unsure about. It reports rooms and symbols it chose not to commit, and why.
  • When a run goes well, accept the offer to save what worked as a skill. Next time, say "use our ceiling takeoff skill".
  • Split a big job into several requests by sheet or by finish.

From your phone or your own agent

Start a run from Tidy Mobile under AI Takeoff > Start AI takeoff, or from Claude or ChatGPT when your admin allows headless takeoff. Results wait in the same review queue.