Our name says takeoff.
We do a lot more.
AI takeoff, spec compliance, bid documents, pricing, a contractor CRM and project tracking, working together in one platform.
AI takeoff across five divisions
TM Takeoff reads the full plan set, sorts every sheet into its CSI division, and pulls structured quantities from the pages that matter. Every item links back to the sheet it came from, so you can check the count on the drawing in one click.
- Concrete (Div 03): footings, slabs and walls, with derived quantities
- Finishes (Div 09): drywall, ceilings and paint, color-coded by finish
- Electrical, communications and security (Div 26/27/28): devices, fixtures, panels, cable runs, cameras, access control, fire alarm
- Cable length tools for pathway and drop runs
- Version history for every blueprint you upload
Spec and code compliance before you bid
Before a single quantity is priced, TM Takeoff analyzes the project documents for code and spec obligations: the codes that govern the job, critical alerts that could block your bid, and the requirements that cost money after award if nobody reads them.
- Compliance sheet organized into collapsible sections
- Acknowledge each finding so your team knows it was reviewed
- Compliance stays attached to the project, and to the CRM deal it belongs to
Your complete bid package, generated
The documents every bid needs are generated from the same takeoff, so the numbers match everywhere. Review them, adjust, and export.
- Material Take-Off Summary: totals by division on one page
- Scope of Work with inclusions and exclusions
- RFIs generated from gaps and conflicts in the documents, with a way to import the answers
- Proposal, internal draft: full pricing with unit costs and markup
- Proposal, client version: division totals only, no unit costs
- Submittal Log to track product data, shop drawings and cut sheets
- Request for Quote: quantity lists for suppliers, without your internal pricing
Your prices, applied automatically
TM Takeoff matches extracted items against your company's item and cost lists, so quantities come back with your material costs and labor hours already applied. Override any price on a project without touching your master list.
- Item master and cost master with full change history
- CSI code on every item
- Bulk updates through CSV import
- Proposal pricing sheet to set markup before the proposal goes out
A CRM built for contractors
TM Takeoff CRM is part of the platform, not a separate subscription to connect. Track every opportunity from first contact to won job, and see your bids next to the estimates behind them.
- Leads list with qualification criteria and conversion to deals
- Deal types for bids, service calls and other deals
- Drag-and-drop pipeline and revenue forecasting
- Contacts and companies with full activity history: calls, emails, meetings, notes, tasks
- Two-way SMS with customers
- Analytics: won revenue by division, lost-reason analysis, lead source attribution, blueprint quality vs. win rate
- Connects with Microsoft 365 and Google Workspace
Every bid, tracked from CRM to takeoff
Each bid in the CRM is linked to its TM Takeoff project, so sales and estimating work from the same record.
- Bid deals link to their TM Takeoff project
- The deal page shows project status, divisions complete and documents ready
- The project's compliance findings appear right on the deal
- Upload addenda and documents from the deal straight into the project
- Mark a deal Won and the TM Takeoff project can be created automatically
- Each company's page lists every project you've done for them
Ask your projects and pipeline anything
Open the assistant on any project or CRM page and ask in plain English. It answers from your own data: the deal, lead, contact or project in front of you, or your whole pipeline.
- Suggested questions tailored to each page
- Works across projects, deals, leads, contacts and forecasts
See what the AI did, and who did what
No black box. Every page, every AI task and every change is accounted for.
- Quality Report: accuracy by division, pages classified, line items extracted
- Usage and AI activity logs against your plan
- Monthly history of everything processed
- Roles and permissions for your team
- Change history on users, items, costs, projects and CRM records
See it on your own plans.
We'll run a real blueprint set through TM Takeoff, live, and show you the CRM side too.