A clear path from PDF to worksheet.

01 · Set up your workspace

Sign in, choose your company, and open Projects. Owners and administrators manage company access in Settings.

1. Create a project with a name your team recognizes.
2. Prepare a PDF with selectable text. Include plans, elevations, schedules and details for the same drawing revision.
3. Check processing permission. Upload only drawings your company is allowed to process. When Claude is configured, selected page images and text are sent to Anthropic for analysis.

02 · Upload and analyze

Add the PDF to your project. Each drawings upload is a new revision, and earlier drawings stay separate. Specifications are uploaded on their own and numbered as issues.

1. After a drawings upload, Scope takes you to the drawing set. Wait there for integrity verification and page indexing; progress appears on that page.
2. Check that the expected pages are present and readable.
3. Choose what to extract. Before anything runs, each kind shows how many sheets mention it and which words matched. A draft appears when the run finishes. The model can miss items or read dimensions incorrectly.

Each kind you tick becomes its own takeoff. Mirrors and showers are the initial focus; accuracy for the other kinds has not been validated.

03 · See your results

When the analysis finishes, the takeoff page opens with Your results: every item, its size and quantity, and where each number came from. You do not need to approve anything first.

1. Read the Check this notes. They say why a number may be wrong, for example a count from unit plans that may not be a total, or plans and a schedule that give different numbers. When they differ you see both.
2. Look at the repeats. A note such as Repeats x8, not included means the drawings say the item repeats. The number shown has not been multiplied. Beside a count of tags it says the repeat may already be in this count, so check before multiplying.
3. Look under Possibly not real items. Things found with no tag, size or quantity are listed there, outside the totals, because they are often details rather than items. Items marked out of scope stay in the list with a note, and are not counted either.
4. Download Excel or CSV if you want the file now. The file is marked DRAFT, NOT REVIEWED in its name, on its first row and on every item. Nobody has checked these numbers, so check them before ordering or quoting.

A takeoff from an older run has no tag counts until someone presses Check quantities. Stop here if the draft is all you need. The next two steps are optional, and they give you the final approved file.

04 · Review the evidence (optional)

1. Start with missing information and conflicts. Use the filters and item search to focus your review.
2. Open the drawing source. Click a dimension or evidence link to see the supporting page and highlighted region.
3. Correct values with a reason. Keep stated dimensions, inferred values and field verification distinct. Compare component dimensions without adding them into an overall width.
4. Confirm quantities and repeats. A reusable room type is not proof of the number of actual instances. Approve a multiplier only with appropriate evidence.
5. Check the counted quantities. Scope counts each item's tag on the plans, reads the schedule's quantity and compares them. Checked means they agree. Suggested means no quantity is written: accept the count or review it on the drawing. When the plans and the schedule differ, approval waits until you use the count or keep the written quantity.
6. Let Scope take the easy ones, if you like. Auto-approve what's safe is optional. It shows you which items it would approve and where each number came from, and which it is leaving for you and why. Nothing changes until you confirm. It only takes items whose plans and schedule agree, or a tag count where no quantity is written and every sheet counted is titled as a whole floor. It leaves anything doubtful to you, such as typical, partial or unit plans, tags left out of the count, the same sheet twice, a note that something repeats anywhere in the set, a scanned plan page, or a missing width or height. A count covers only the sheets in this set, so if one floor plan stands for several floors, or a floor is missing, the real total is higher. Approving covers the whole item, even a blank such as operation, so look over what matters to you. You can reopen an item afterwards, and you still give the final approval of the takeoff yourself.
7. Cite or count what the analysis missed. Use Find on drawing or Cite on drawing to box the text or area a value comes from, and Count on drawing to click each instance; the count becomes the quantity. Still choose how you got the value: stated, scaled, inferred, company default or verified on site.
8. Approve or reject every item. Add missed items manually. Rejected items are kept out of exports.

05 · Approve and export

Approve the takeoff when all included items have been checked. This makes that snapshot read-only. Export CSV or Excel from the approved takeoff; only approved items are included. This is the final file. The draft download is not an approved export.

The worksheet keeps units, source references and review notes. Check that it fits your estimating workflow before using it downstream.

Owners, administrators and estimators can price an approved takeoff with the company price book and issue it as a numbered quote. A quote covers only the drawing revision and specifications issue its takeoff read; later uploads are shown as a warning, not included. Scope does not check prices or calculate tax.

Current scope & limits

• PDF only, up to the configured upload limit (300 MB by default) and page limits (by default 200 pages for drawings and 400 for specifications).
• Scanned pages are read with OCR (text recognition on the page image). Values read by OCR are marked for checking; pages OCR cannot read are listed and are not analyzed. Scope has no measuring tool: a size you scale from the drawing yourself can be entered as scaled, and is flagged as not stated.
• Upload the specifications (or just your trade’s sections) and choose them when you extract; requirements appear on the takeoff page for review. They are read by rules, free of charge, and a specified value is used only when you apply it.
• Scope counts tags that are in the drawing text, such as W-3. Symbols and untagged items are not detected; count those with Count on drawing. Tags on elevations, sections and schedules are left out by default, and a count never multiplies repeated units or buildings, so check any unit plan that stands for several units. A count is a suggestion until you accept it. Cited text is kept as a reference and is not read into the value.
• Extraction accuracy has not been measured against an expert-labelled real-project benchmark. Draft results and the draft file are unchecked, so they can be wrong or incomplete. Final exports, scope letters and quotes need estimator review.
• Drawing uploads and exports are private and authorized for your company. Archiving a project keeps its files; deleting a drawing set permanently removes its pages, takeoffs, exports, its comparisons with other revisions and its quotes, issued ones included.
• Quotes are not emailed, signed or paid through Scope. Live collaborative editing, billing and ERP integration are not included.

This early-access application supports estimator review. It does not replace project specifications, controlling drawing details, or field verification.