← Back to helpTakeoff · 6 min

Multi-user takeoff: working on plans together

Shared takeoff is powerful, but only if the team divides work clearly. The goal is one clean quantity record, not five people measuring the same thing differently.

Divide the work intentionally

  • By sheet: one person owns A-series, another owns E-series.
  • By area: one person owns Level 1, another owns Level 2.
  • By category or trade: one person measures flooring, another measures trim.
  • By review stage: one person measures, another audits before handoff.

Use naming discipline

Agree on categories, room names, and set names before everyone starts. Inconsistent labels create duplicate buckets and hide mistakes.

Avoid simultaneous edits to the same item

Do not have two people editing the same measurement at the same time. If something needs review, add a note, task, or markup and let the owner clean it up.

Review before export

  1. Check uncategorized and unassigned measurements.
  2. Review totals by category, area, and sheet.
  3. Resolve notes and open questions.
  4. Have one person own the final export or budget handoff.