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Uploading Plans for an AI Takeoff

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Written by Joseph Kibe

If you’ve got a set of blueprints and you want Eano to do the counting — square feet of drywall, linear feet of baseboard, how many fixtures on each sheet — that’s what Takeoff Concierge is for. You upload your plans, it reads the drawings, and it hands back a detailed takeoff: quantities, units, and costs, grouped by trade and ready to shape into an estimate. Think of it as a tireless junior estimator who reads the whole set and never loses count.

The short version: open Ask AI, attach your plans, and ask for a takeoff. That works on any project, whether your scope is empty or already full of line items. You never need to delete anything to make room for it.

If the job isn’t in Eano yet, there’s an equally direct route: open New Opportunity, switch the drop zone to the Process with Takeoff Concierge tab, and drop your plans there.

Starting a Takeoff from Ask AI

Ask AI is the vertical tab tucked against the left-hand navigation, available on every page. This is the most reliable way to run a takeoff, and it’s the one to reach for if you’re not sure where to start.

  1. Open the project or opportunity you want the takeoff to land in.

  2. Click the Ask AI tab to open the panel.

  3. Attach your plans — drag the PDF into the chat or use the attach button. You can add several plan sets at once (architectural, structural, mechanical) and they’ll be read together as a single takeoff.

  4. Ask for a takeoff — something as plain as “run a takeoff on these plans” does it.

From there the conversation walks you through the rest: it reads your drawings, plays back what it thinks it’s looking at so you can confirm or correct it, asks a few clarifying questions, and then gets to work.

You Don’t Need to Empty Your Scope First

This is worth stating plainly, because it’s the most common piece of bad advice going around: you should not delete your scope line items to run a takeoff. Your existing work is valuable, and clearing it out is never a prerequisite.

If the project already has scope in it, Eano handles that conversation for you. You’ll get a confirmation step asking whether you want to replace the current scope with the AI Takeoff — and it tells you exactly how much is at stake, showing how many sections and line items are currently there. You choose:

  • Cancel if you’d rather keep what you have. Nothing is touched. If you want a takeoff and your existing scope, run the takeoff in a separate opportunity and copy across what you need.

  • Replace if the existing scope was a rough placeholder and the takeoff is meant to be the real thing.

If you do choose to replace, your scope is only cleared after your plans have been read successfully. A bad PDF or a failed run can’t leave you with an empty scope and no takeoff — the order is deliberate.

And if you happen to add a few lines in the chat while the takeoff is still running, those aren’t lost either. The takeoff results land in their own new Takeoff section, and anything already there stays exactly as it was.

Starting from an Empty Scope

If you’re starting a brand-new opportunity and the scope is still empty, the Scope tab offers a way in as well — you’ll find Takeoff Concierge among the options for getting your scope started, alongside things like generating an estimate or importing a document.

That route is a convenience for the blank-page moment. Once there are line items in the scope, those starter options tuck away — which is exactly why Ask AI is the better habit: it’s there on every project, at every stage.

Starting a Takeoff from the New Opportunity Form

If the job doesn’t exist in Eano yet, you can go straight from plans to takeoff without creating anything first. Open New Opportunity — from the Opportunities page or from Quick Add in the left-hand navigation — and look at the two tabs sitting above the file drop zone.

  • Add Rows is the default, and it reads a document you already have — an estimate, a spreadsheet, a prior project file — pulling in the client and project details and transcribing its line items into your scope. It accepts Images, PDF, Word, Excel, CSV, and Text, up to 10 MB. What it doesn’t do is measure anything off drawings. (This path has its own article — see “Uploading an Existing Project or Template.”)

  • Process with Takeoff Concierge is the one you want for plans. Switch to it and the drop zone changes to “Drop your takeoff PDF here or click to browse” — PDF only, up to 200MB and 100 pages. Drop your plans there and Eano quietly creates the opportunity for you and opens the takeoff straight away. If you hadn’t typed a name yet, it names the opportunity after your file, which you can rename later.

The distinction that matters is what each one does with the file rather than where you clicked: Add Rows transcribes numbers you already have, while Takeoff Concierge measures fresh quantities off drawings. If you already have the numbers, use Add Rows. If you need Eano to count from plans, use Takeoff Concierge — and if you drop plans on the Add Rows tab by mistake, you’ll get whatever details it could read rather than a takeoff, so just switch tabs and drop them again.

Your First Takeoff Is Free

Takeoff Concierge is a paid add-on, but every team gets one takeoff free to try it out. If your team isn’t subscribed yet, you’ll be told you have one free takeoff available and that running it now will use it up, and asked whether to continue. Choose Use my free takeoff to go ahead, or Not now to save it for a job that matters more.

After that, Takeoff Concierge is a monthly add-on at $299 per month, on top of whatever Eano plan you’re on. The feature is still evolving, so terms may change — the upgrade details are always shown before you commit to anything.

Getting the Best Results

A few things to know before you upload:

  • PDF only, up to 200MB and up to 100 pages. If your plans live in another format, export or print them to PDF first.

  • A full set beats a teaser. Floor plans, elevations, and schedules give the concierge far more to work with than a single sheet. The richer the plans, the richer the takeoff.

  • Send several plan sets at once if you have them. Architectural, structural, and mechanical drawings read together produce a better takeoff than any one of them alone.

  • Quality matters. A crisp, exported PDF reads better than a blurry phone photo saved as one. If the drawings are hard for you to read, they’re hard for the concierge too.

  • Add context it can’t see. When you’re asked for detail, mention things the drawings don’t carry — HOA requirements, finish levels, local regulations. A sentence or two here can sharpen the result considerably.

Confirming What It Found

Before running the full takeoff, the concierge does a quick read of your plans and plays back a short summary of what it thinks it’s looking at. This is a handshake, not a final answer.

If the summary lines up with reality, confirm it and the questions begin. If something’s off, say so — “this is a kitchen remodel, not a full gut.” A quick correction here steers everything that follows, and it’s much cheaper than correcting the takeoff afterward.

While It Works

A takeoff takes a few minutes, because it’s actually reading your sheets rather than skimming them. You’ll see progress on the Scope tab while it runs.

One thing to expect: while a takeoff is running, the scope table is off limits. You’ll see the progress indicator instead of the usual table, and Eano will hold off on other changes to your scope until it finishes — otherwise two sets of results would end up tangled together and there’d be no telling which line came from where. Feel free to step away; it’ll be waiting when you come back.

Reviewing Your Takeoff

When it’s done, your Scope tab fills in with a structured takeoff:

  • Grouped by trade — demolition, framing, plumbing, electrical, and so on — so it reads the way you think about a job.

  • Line items with the numbers filled in — each with a quantity, a unit, a unit cost, and a total.

  • Traceable back to the drawings — items point back to the sheet they came from, so double-checking a count doesn’t mean hunting blind.

None of it is locked. Every quantity and cost is editable, and you can add or delete lines freely. The concierge gives you a strong first draft; you stay the estimator. From there, you’re a short hop from a quote you can send.

A Few Things Worth Knowing

  • You never have to clear your scope to run a takeoff. If a replacement is needed, Eano asks you first and tells you what it’s replacing.

  • Ask AI works on every project, at any stage — empty scope or not.

  • Field workers don’t have Ask AI. If you don’t see the tab at all, that’s the likely reason.

  • A takeoff lands in the project you ran it from, so start it from the right opportunity.

  • Everything it produces is editable. Treat it as a strong first draft, not a final answer.

Frequently Asked Questions

I’m in the Scope tab but I can’t find Takeoff Concierge.

The starter options on the Scope tab only appear while the scope is still empty, so once you’ve got line items they tuck away. That’s not a sign anything is switched off — just open Ask AI instead, attach your plans, and ask for a takeoff. It works whether the scope is empty or not.

Do I need to delete my scope items first?

No — and please don’t. Your line items are worth keeping. If a takeoff would need to replace what’s there, Eano asks you first and shows you exactly how many sections and items are involved, so it’s your call rather than something you have to do by hand in advance.

Will a takeoff wipe out the scope I’ve already built?

Only if you tell it to. You’ll get a clear confirmation step first. If you’d rather keep both, run the takeoff in a separate opportunity. And if you happen to add lines while a takeoff is running, those stay put — the results arrive in their own new section.

What file types can I upload?

PDFs only, up to 200MB and up to 100 pages. Export or print other formats to PDF first. You can send several plan sets in one go.

How long does a takeoff take?

A few minutes — it’s reading your drawings carefully. Your Scope tab will show progress; come back shortly and it’ll be ready.

How much does it cost?

Your first takeoff is free — one per team, no card required. After that it’s a monthly add-on at $299 per month, on top of whatever Eano plan you’re on. Since the feature is still evolving, terms may change; the current details are always shown before you sign up.

Does it work in a project, or only an opportunity?

Both.

Why can’t I edit my scope right now?

If a takeoff is running on that project, the scope table is held while it finishes, so results don’t get tangled together. It’ll come back on its own.

Will it get everything perfectly right?

It gives you a strong, structured first draft, but you’re still the estimator. Review it against your plans and adjust anything that needs your judgment — everything’s editable.

I uploaded my blueprints when creating the opportunity. Where’s my takeoff?

Check which tab you were on. The drop zone on the New Opportunity form has two: Add Rows, which reads a document for its details and transcribes line items from an existing estimate, and Process with Takeoff Concierge, which measures quantities off drawings. Plans dropped on Add Rows give you the details it could read, not a takeoff. Switch to the Takeoff tab and drop them again — or open Ask AI from the opportunity that got created, attach your plans, and ask for a takeoff there.

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