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How to do an Estimate?

Learn how to create an estimate in TakeCost with or without a takeoff. This article explains how to upload drawings and send quantities to the worksheet, or build an estimate manually by adding line items, labour, and markup.

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Written by TakeCost
Updated this week

You can create an estimate in TakeCost with or without a takeoff, depending on your workflow.

Option 1: Start with a takeoff (from drawings)

  • Upload your drawings

  • Open the drawing and set or verify the scale

  • Use the Area, Linear, or Count tools to measure

Your quantities are calculated automatically as you draw.

When you're ready:

  • Click View Quantities

  • Select Send to Worksheet

Your measurements will appear as line items in your estimate.

Option 2: Start directly in the worksheet (no takeoff)

If you don’t have drawings or prefer to estimate manually:

  • Go to the Worksheet

  • Click + Line Item

  • Add your materials, labour, or subcontractor costs

  • Apply markup to calculate profit

Building your estimate

  • All costs and quantities are managed in the Worksheet

  • Profit is added using markup per line item

  • Totals update automatically as you make changes

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