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A construction bid workflow

Open the plans. Check the scope. Build the draft.

Use the pages that establish your work, keep assumptions with the quantities they affect, and review the estimate before it becomes a bid.

From the PDF to an exported draft.

  1. 01

    Open the plans

    Choose the sheets and revision you are bidding. Explore the public sample, or use the private workspace with an existing approved Studio account to upload supported PDFs.

  2. 02

    Measure and count

    Calibrate against a reliable known dimension. Trace areas and lengths, and manually place installed object counts on the drawing.

  3. 03

    Review the scope

    Check each source location, exclusion and assumption. Keep legend examples, repeated views and unresolved work out of accepted installed quantities.

  4. 04

    Build the estimate

    Send reviewed quantities into editable material and labor rows. Apply your rates; missing prices stay visibly Unpriced and do not become free work.

  5. 05

    Export the draft

    Check the quantities and estimate in Excel, CSV or an annotated PDF. Keep a portable backup and resolve outstanding review items before relying on the draft.

Real residential planAssisted example · Needs review
Anonymized residential floor plan with a preloaded manual area overlay. This assisted example requires review and is not proof of automatic recognition.
69 editable manual area pieces; no owner approval, object counts or prices are preloaded. One floor plan and two excluded reference elevations; no symbol legend. The assisted net interior area is 3,052.74 SF, a different convention from the drawing’s 3,357.0 SF heated and 5,385.9 SF slab totals. Download the anonymized PDF. Not for construction.

Review is part of preparing the bid.

Plan2Paid supports assisted measurements. It does not promise complete automatic recognition or trade-specific estimating judgment.

Manual calibration

Confirm the scale

Use a reliable printed dimension and check a second dimension where possible. Areas and lengths need a verified basis. Whole-sheet calibration does not resolve mixed-scale detail views.

Explicit scope

Count installed work once

Exclude legend samples, schedules, reference illustrations and repeated views. Keep genuine separate objects separate and document revisions, options and conditional work.

Visible uncertainty

Resolve before approval

Unknown symbols are not zeros. Unmeasured areas, assumptions and unpriced costs stay visible until a person supplies or reviews them.

Start with the sample, then check what you need.

  • A supported PDF drawing and a reliable dimensional reference for areas and lengths.
  • The sheets, revision and trade scope you intend to bid.
  • A person to trace or correct geometry, place counts and review coverage.
  • Your own material and labor rates if you need a priced draft.

The residential sample opens with an editable assisted example. Start fresh uses the same anonymized PDF with no measurements or calibration. Neither mode runs automatic recognition, supplies live prices or approves the quantities for you.

Own-plan public trials are OFF. Existing approved Studio accounts can upload supported PDFs and save, reopen and export assisted drafts in the private workspace.

Practical questions

PDFs, scales, scans and estimate drafts.

Which plan files can I use?

The assisted tools use supported PDF plans. Authenticated private uploads have a 30 MB per PDF and 100 page technical limit; split larger documents and select the sheets you intend to bid. The public sample does not accept your own plans. Existing approved Studio accounts can save, reopen and export their assisted private drafts. Own-plan public trials are not enabled.

How do I establish the scale?

Use two points on a reliable printed dimension, enter its real length and verify a second dimension where possible. Areas and lengths need calibration. Mixed-scale details require explicit judgment; whole-sheet scale does not validate every view.

Will a scanned plan work?

A legible PDF scan can be viewed and manually measured after calibration. Poor resolution, image-only labels and unclear symbols can require manual interpretation. Automatic OCR, handwriting recognition and complete symbol detection are not available in the supported workflow.

Is the takeoff automatic?

No. The current workflow is assisted: a person traces or corrects areas and lengths, places counts and reviews coverage. The sample’s preloaded manual boundaries are an editable example, not proof of automatic recognition. Unknown symbols and unmeasured work are not zero.

Where do material and labor prices come from?

You enter and review your own rates or identify an allowance. No live supplier prices are provided. Material and labor can share one installed quantity; separate cost rows do not create additional objects. A missing price stays Unpriced.

What can I export?

The supported assisted workflow exports an Excel workbook, CSV, annotated PDF with estimate, and portable project backup. Check the draft’s quantities, prices, source references and unresolved review states before using it for a bid.

Is the sample my free trial project?

No. It is one included residential floor plan plus two excluded reference elevations, with 69 preloaded manual area pieces and no supplied object counts or prices. Own-plan public trials are OFF. The planned free 14-day trial covers one construction project’s PDF plan set: currently configured for 1 PDF file, up to 100 pages and 30 MB. Sample use does not start the trial. Corrections, reopening and revisions within the same project do not consume another trial; failed uploads or processing must not consume eligibility. Server enforcement and hosted acceptance are required before enabling it.

What does Pro include, and can I buy it now?

Subscription pricing and commercial usage allowances are not available yet. The supported assisted workflow includes manual measurements and counts, source-linked quantity review, your own material and labor rates, and exports. Checkout and annual purchasing are disabled; Team collaboration is planned. No human estimator service or unlimited AI entitlement is included.

See the workflow before your next bid.

Explore an anonymized residential plan with editable manual areas, or start fresh on the same drawing. Review the scope, build a draft and check the export. No own-plan trial or payment is enabled.