Takeoff Agent
Turn takeoff documents into quotes, automatically
Send a takeoff PDF and the Takeoff Agent, trained on your rules and product data, reads it, builds the product list, matches it to your catalog and drafts the quote. Your team reviews it before it goes out.
deck-takeoff.pdf
Product list from your rules
Matched to your catalog. Draft quote ready.
Trained for your business
An agent trained to work the way your team works
Every business takes off a job differently. We set the agent up around your internal processes and your data, so it produces quotes your team would have built themselves.
Your processes and calculators
The way your business works out quantities, waste and accessories is built into the agent.
Focused product data lists
We point the agent at the product lists that matter for each kind of job, so it reaches for the right items.
How your sales team quotes
We write an instruction file with your reps, covering focus areas such as lumber only, leaving siding out, or how doors are handled.
External data you choose
Zoning, bylaws and any other reference information can be added to the setup.
What the agent does for your team
Takeoff PDFs and files
Send a takeoff document and get a draft quote back without rekeying a line.
Matched to your catalog
The product list it builds is matched to the products in your own data that fit best.
Your team stays in control
Every draft goes to your staff for review before it is sent to the customer.
See it in action
From a takeoff PDF to a quote your team can send
deck-takeoff.pdf
Read with your rules
Reviewing a draft instead of building a quote from scratch
Today
- A rep reads the whole takeoff document
- Items are typed in line by line
- Each item is looked up in the catalog by hand
- Quotes depend on who happens to build them
With the Takeoff Agent
- The agent reads the document with your rules
- The product list is built for the rep
- Items are matched to your catalog
- Every draft follows the way your sales team quotes
From takeoff to draft quote
- 1
Takeoff arrives
A takeoff PDF or document, sent from the app or your storefront.
- 2
Read with your rules
The agent interprets it using the rules, calculators and guidelines set up for your business.
- 3
Product list built
It generates the list of materials the job needs.
- 4
Matched to your catalog
Each item is matched to the products in your own product data that fit best.
- 5
Quote drafted for review
The draft lands in your quote workflow. Your team reviews, adjusts and sends it.
Setup
Set up with your sales team in one to two weeks
Our team does the work. You bring the people who build your quotes.
- 1
Meet your sales team
We work with your reps over several meetings to see how they build a quote.
- 2
Map how you quote
We capture your focus areas: for example lumber only, siding left out, or how doors are approached.
- 3
Write the instructions
Those decisions become an instruction file the AI follows, along with your calculators and product lists.
- 4
Go live
The agent starts drafting quotes your team reviews and sends.
Any type of drawing, with the right instructions
Decks, roofing, or any other architectural drawing. Each type of document gets the instructions it needs, so the agent knows what to pull and how your team handles it.
File types
PDFs, mainly
Word documents are supported too, though most takeoffs arrive as PDFs.
Assist AI
Takeoffs that arrive by email
Assist AI brings emails, texts and WhatsApp messages into one inbox and reads their attachments, so a request that arrives with a document can become a draft quote.
Works with
Quotes
Build, assign and convert quotes into orders.
Orders
Every order from every channel, in one place.
AI features
Takeoff Agent, AI search and product enrichment.
Common questions
What file types does the Takeoff Agent read?
PDFs mainly. Word documents are supported too, though most takeoffs arrive as PDFs.
What kinds of takeoffs can it handle?
Decks, roofing and any other type of architectural drawing. We make sure it has the right instructions for each type of document.
How long does setup take?
Usually one to two weeks. We work with your sales team over several meetings to learn how they build quotes.
How does the agent know how we quote?
We write an instruction file with your sales team. It covers focus areas, such as lumber only, leaving siding out, or how doors are handled, and the agent follows it together with your calculators and product lists.
Can it use reference data like zoning or bylaws?
Yes. External information such as zoning and bylaws can be added to the setup.
Who checks the quote before it goes out?
Your team. Every draft goes to your staff for review before it is sent to the customer.
Related
See what ToolSwift does for your business
Book a demo and we'll walk through the platform with your catalog and your workflow in mind.
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