TakeCost

Learn how to create a new project in TakeCost by uploading drawings from Take-offs or starting from Opportunities.

How do I create a project?

Your Catalog is where you create, edit, and store materials, labour, and cost items for reuse across projects.

How do I manage Materials & Cost List (Catalog)?

TakeCost automatically saves your work after every action you complete, so you never need to manually save a page.

How do I save a page I am working on?

TakeCost doesn’t create downloadable files, but you can share your project directly in the app by clicking the Share button to give others view or edit access.

How do I save a file and send it to others?

Change a material’s colour by editing it in the Catalog. To apply the new colour in existing projects, reselect the material using Switch Material.

How do I change the colour of a material?

Learn how to collaborate with your team in TakeCost using shared access, permissions, and real-time updates.

Can I collaborate with my team using TakeCost?

Yes! Multiple users can work on the same TakeCost project at once, with real-time updates and collaboration.

Can two users work on the same project at one time?

Learn how to delete the wrong plan, drawing, folder, or project in TakeCost. Follow simple steps to remove single pages, entire folders, or permanently delete archived projects.

I uploaded the wrong plan or drawing. How do I delete it?

Learn how to create a new opportunity in TakeCost, upload drawings to start takeoffs, link a client, add a job address, or track an opportunity without drawings. This article walks…

How do I create a new opportunity?

Learn how to rotate a drawing if it uploads sideways or in the wrong orientation.

Rotate a Drawing

Project Management

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