PlanSwift 02.05.03 - Running Auto Takeoff

You don’t want to do a bunch of reading about Takeoff Boost, you want to see it in action. This short guide walks you through running your first automated takeoff.

Before You Begin

You should have:

• PlanSwift Core Subscription or Premium Maintenance
• The May 2026 AI Tools Update installed
• The “Sample Project” Job open (or your own Job created with an Architectural plan loaded)

👉 If not, complete see Open an Existing Job.

What You’ll Do

By the end of this article, you will:

1. Locate and Scale a plan you want to take off
2. Run Auto Takeoff on a plan
3. Review detected Takeoff Item and results
4. Verify takeoff matches your expectations, make adjustments as needed
5. Review the Estimating Tab

Step 1: Open Your Plan

• Locate and click on the Page named “Reflected Ceiling Plans - A151”
• The Scale is already set, but you still need to Verify it

✔️ Your plan should be visible on screen and properly scaled

Step 2: Launch Auto Takeoff

• Activate the Tools ribbon bar
• Click the Auto Takeoff button
• Choose what you want measured (for example, walls, areas, windows, etc.)

• Click the Run Auto Takeoff button

Auto Takeoff uploads the plan, analyzes it, then returns Takeoff Items and takeoffs for your selected results.

✔️ A blue banner shows progress (typically a minute or two)

Step 3: Review Results

• Takeoff Items are created
• Takeoffs are drawn on the plan
• Quantities are updated in the Pages List

Review:

• Did Auto Takeoff create the expected Takeoff Items?
• Does the takeoff look accurate?

✔️ Your automated takeoff is ready

Need Help? See the next article: Reviewing Auto Takeoff Results

Step 4: Adjust Results (If Needed)

• Reassign takeoff to different Takeoff Items
• Add missing takeoff manually
• Adjust takeoff as needed

✔️ You should now have accurate, reviewed quantities

Need Help? Performing Basic Takeoffs

Step 5: Review Estimating Tab

• Click on the Estimating Tab
• Confirm your measurement appears in the list

✔️ Your automated takeoff results are ready to price

What Just Happened

You:

• Automatically scanned a plan
• Generated quantities without manual tracing
• Verified the accuracy of Auto Takeoff’s results
• Reduced takeoff time significantly

When to Use Auto Takeoff

Use Auto Takeoff when:

• You want to speed up repetitive measurements
• You are working with clean, clearly defined plans
• You need a fast starting point for takeoff

Using Auto Takeoff

Review and Adjust Auto Takeoff Results

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