TakeCost

Getting Started

Easily schedule a 30-minute TakeCost demo with our team online.

Can I book a demo?

Learn about TakeCost’s Free plan, what’s included, and how upgrading works.

Is TakeCost free for life?

Learn what TakeCost is and how it helps contractors and estimators move from takeoffs to estimates and proposals faster.

What is TakeCost?

Learn which devices and operating systems TakeCost works on, including desktop, tablet, and mobile support.

What devices and operating systems does TakeCost support?

Learn which file formats TakeCost supports for uploading drawings and performing accurate takeoffs.

Is TakeCost compatible with all file formats?

How secure is my data with TakeCost?

Learn about TakeCost’s pricing plans and features. Compare the Free and Pro plans, see what’s included in each, and find out how billing, trials, and upgrades work so you can…

Understanding TakeCost Pricing and Plan Options

Once your drawing has been uploaded and opened, you can begin your takeoff directly on the plan.

How do I start a takeoff after uploading a drawing?

Learn about the two ways to start a project in TakeCost: upload drawings for digital takeoffs or build an estimate manually without plans. Choose the workflow that best fits your…

How Do I Start a Takeoff

General

Learn how to create a TakeCost account using email or social login so you can start your first takeoff.

How do I create a TakeCost Account?

What should I do if I don't receive the confirmation email?

How do I log in to my TakeCost account?

How do I change my password?

What should I do if I forget my password?

Learn how to access your TakeCost account across different devices and what features are available on each.

Can I access my account from multiple devices?

Yes! We offer virtual onboarding sessions to help you get started with TakeCost.

Do you offer onboarding or setup assistance?

Account Setup & Login

What is a proposal?

What is a bid?

What is a quote?

What is an estimate?

What is a takeoff?

Key Definitions

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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