The recommended workflow
- Define rooms or areas before you start detailed measuring.
- Name them the way the team speaks: Kitchen, Mudroom, Primary Bath, Level 2 Hall, Garage, Exterior North Elevation.
- Measure inside those boundaries with the right category selected.
- Review the takeoff by area/room and by category before export.
What areas are for
Areas make quantities easier to explain. Flooring SF by room, base trim LF by room, paint SF by room, and fixture counts by room are easier to review than one project-wide pile of numbers.
Categories still define the quantity
A room answers “where?” A category answers “what?” A polygon inside the Kitchen still needs a category such as Flooring SF, Ceiling Paint SF, or Tile SF.
AI room detection
If AI room detection is available, use it as a draft. Review every boundary and name before trusting room-based totals. Bad room boundaries create clean-looking but wrong summaries.
Review by area before handoff
- Look for uncategorized measurements.
- Look for measurements outside an area that should have been assigned.
- Check room names for duplicates or typos before export.
- Use room summaries to catch obvious misses before a budget or estimate handoff.