Overview
A takeoff is the process of measuring quantities directly off a set of plans — tracing walls for linear footage, or filling an area for square footage — so the estimate prices what's actually drawn instead of an assumption. Edit Takeoff is where you do that: select a scope item and draw its measurement on the source sheet, and the quantity comes from the drawing instead of the AI's estimate.
This is the fix referenced in Confidence Scores and Verifying AI Quantities and Reviewing Your AI Scope of Work for any item whose description starts with "assumed:".
Step 1: Open Edit Takeoff on an item
On the project's Scope tab, find an item with a low or medium confidence score, or a description that starts with "assumed:" — that's the AI telling you it didn't measure this one directly. Click the item, then click Edit Takeoff.
Step 2: Draw the measurement
Select the item, then draw its area, length, or count directly on the source drawing. The quantity updates from what you drew, and the item stops being an assumption.
Step 3: Re-check the estimate
Once a quantity comes from a takeoff measurement instead of an assumption, it feeds the estimate the same way any scope quantity does. Measuring the low-confidence items before you generate or re-generate pricing is the fastest way to a defensible number — see Confidence Scores and Verifying AI Quantities for the recommended order to work through them.
Troubleshooting & FAQs
Does the confidence score change after I measure an item? The score describes the AI's original evidence, so it doesn't retroactively update. Once you've drawn the measurement in Edit Takeoff, the quantity comes from the drawing regardless of what the AI originally scored.
Can I use Edit Takeoff on a scope built from a description instead of plans? No. Edit Takeoff measures directly on a source drawing, so it applies to scopes generated from uploaded plans — a description-only scope has no sheet to measure against.
Quick Reference
Where: project Scope tab → click the item → Edit Takeoff.
What it fixes: any item marked "assumed:" or with a low confidence score.
Requires: a scope generated from uploaded plans, since the measurement is drawn on the source sheet.
