How We Work

From your first message to a winning bid โ€” here's exactly what happens.

โšก 2โ€“3 Day Turnaround
โœ… 100% Accuracy Guaranteed
๐Ÿ’ฐ From $12/hour
๐Ÿ”“ No Contracts

Simple. Fast. Accurate.

We've refined our process over hundreds of projects so you get accurate estimates with zero hassle.

1
Step One

You Reach Out

Contact us through our website form, email, or phone. Tell us about your project โ€” the trade, size, location, and your deadline. You don't need perfect documents to get started.

โ†’ Fill in our short contact form (2 minutes)
โ†’ Or email plans directly to info@itakeoff.com
โ†’ We accept PDF, CAD, Bluebeam, and hand sketches
โ†’ No plan? Just describe the scope โ€” we'll advise
What we need from you
๐Ÿ“„
Project plans or drawings
Any format accepted
๐Ÿ—๏ธ
Trade / scope of work
e.g. Roofing, HVAC, Electrical
๐Ÿ“
Project location
For local pricing accuracy
๐Ÿ“…
Bid deadline
We'll meet it or tell you upfront
โ†“
2
Step Two

We Review & Scope

Within a few hours of receiving your plans, our team reviews the scope, assigns the right estimator, and confirms the timeline and cost. No surprises โ€” you approve before we start.

โ†’ Project assigned to trade-specific estimator
โ†’ We confirm estimated hours and total cost upfront
โ†’ You approve โ€” work begins immediately
โ†’ Questions? Your estimator contacts you directly
Typical scope confirmation
0โ€“2 hrs
โœ“
Plans received & reviewed
2โ€“4 hrs
โœ“
Estimator assigned & scope confirmed
4โ€“6 hrs
โœ“
Cost estimate sent for approval
Day 1โ€“2
ยท
Takeoff in progress
Day 2โ€“3
ยท
QC review by senior estimator
Day 3
ยท
Delivered to your inbox
โ†“
3
Step Three

We Estimate & QC

Your assigned estimator performs the full takeoff using PlanSwift or Bluebeam, then a senior estimator independently reviews every quantity before it leaves our office.

โ†’ Dedicated estimator reads all plan sheets
โ†’ Quantities measured using digital takeoff tools
โ†’ Senior QC review โ€” every line item checked
โ†’ Material waste factors applied per trade standard
Our QC Promise
Every estimate passes a two-stage review. If an error reaches you, we fix it immediately โ€” no charge, no argument.
๐Ÿ“
PlanSwift
Primary digital takeoff tool
๐Ÿ“‹
Bluebeam
PDF markup & measurement
๐Ÿ“Š
STACK
Cloud-based estimating
๐Ÿ“ˆ
Excel
All deliverables formatted
โ†“
4
Step Four

You Receive & Win

Your completed estimate lands in your inbox in Excel and PDF format โ€” clearly organised, ready to transfer into your bid. Use it with confidence and submit a winning proposal.

โ†’ Excel file โ€” easy to copy into your bid template
โ†’ PDF summary โ€” shareable with clients & GCs
โ†’ Revisions included if anything needs adjusting
โ†’ Questions? Call or email your estimator directly
Start My Free Estimate
๐Ÿ“ฌ
Your estimate is ready
Delivered within 2โ€“3 business days
โœ“ On time
๐Ÿ“Š
Quantity Takeoff Sheet
.xlsx
๐Ÿ“„
Estimate Summary Report
.pdf
๐Ÿ“‹
Material Schedule
.xlsx
Revision requested? Reply to this email โ€” done within 24hrs.

Built for Busy Contractors

Every part of our workflow is designed to take work off your plate โ€” not add to it.

โšก

No Learning Curve

You just send plans and approve. No software to learn, no onboarding sessions, no training.

๐ŸŽฏ

Trade Specialists

Your roofing job goes to a roofing estimator. Your HVAC job goes to an MEP estimator. Always the right person.

๐Ÿ’ฌ

Direct Communication

You talk to your estimator โ€” not a call centre. Real answers, fast.

๐Ÿ”„

Revisions Included

If the scope changes or you want adjustments, we revise without charging extra for reasonable changes.

๐Ÿ“

Local Market Pricing

Our estimates reflect your local labour and material costs โ€” not generic national averages.

๐Ÿ”’

Confidential Always

Your project plans and pricing data are never shared. We operate under strict confidentiality.

How You Share Your Work With Us For USA & Canada Sub-Contractors

We support multiple secure methods so you can choose what works best for your setup.

โ˜๏ธ
Option 1

Cloud Hosted Software

When you are working on cloud-hosted software such as QBO, FreshBooks, XERO, etc., all you need to do is create another user ID for us and the rest will be taken care of โ€” all inputs uploaded by you as per instructions.

QBO FreshBooks XERO QuickBooks Online
๐Ÿ–ฅ๏ธ
Option 2

Remote Desktop Program

When working on desktop-based software, create an RDP login along with the software logins for our team. We connect to your computers/servers using RDP/Citrix โ€” similar to when you work remotely from home. Our team works on your system, processes the work, and leaves it there. For security, you can restrict all other drives and folders to a dedicated folder for our team only.

RDP Citrix Remote Desktop
๐Ÿ”
Option 3

Secured VPN ยท GoToMyPC ยท LogMeIn

When the above two options are not feasible or available, you can create a login on a secured VPN like GoToMyPC or LogMeIn so that our team can access your computer to work on your jobs as per your inputs and instructions.

GoToMyPC LogMeIn Secured VPN
๐Ÿ“
Option 4

FTP โ€” File Transfer Portal

Under this tool we offer fully secured access to our Portal where you can transfer all files needed to be worked upon. All you need to do is click & accept the request link generated by the software in your email and simply upload all necessary documents to our USA-based server. We deliver completed work back to you the same way.

Secure FTP USA Server Encrypted Transfer
๐Ÿ”’

Your Data is Always Secure

Regardless of which access method you choose, all our team members operate under strict non-disclosure agreements. Your project plans, pricing data, and business information are never shared with third parties.