INNERGY

A beginner's guide to building your first estimate in Takeoff — from opening Takeoff on a Bid through to a completed budget summary.

Getting Started with Takeoff: Your First Estimate

Solutions to the most common issues users encounter in the Takeoff Application, including sheet, product, cost, and display problems.

Troubleshooting Common Takeoff Issues

Drop a Task marker on a Plan Viewer sheet, link it to a Work Order, and jump straight to that Work Order from the marker.

How do I link a Plan Viewer marker to a Work Order in Takeoff?

New Plan Viewer features in Takeoff

Common questions and answers about how Distributed Costs work, and how they interact with Alternates in Takeoff and Change Orders in Projects.

Distributed Costs, Alternates & Change Orders — Q&A

What Are Distributed Costs & how do they work with Alternates & Change Orders?

Learn how to use AI-powered product detection in the Takeoff New Plan Viewer to automatically recognize products from drawings and convert suggestions into real products with one click.

How to Use AI Product Detection in Takeoff

Sheets and Shop Drawings: automatic AI-powered sheet scale detection and assignment on upload.

Sheets and Shop Drawings Management

Use the new Add New Operations button on the Takeoff Labor setup grid to pull operations created in the library after your Takeoff started.

Add new operations to a Takeoff already in progress

Understand the Takeoff Application here. 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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