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Takeoff software helps construction professionals manage the takeoff process during the preconstruction phase of a project. Takeoff, also referred to as quantity or material takeoff, is the process of estimating how much of each type of material is needed for a particular project and how much those materials will cost. Takeoff solutions digitize what has traditionally been a time-consuming manual process. The material cost is then added to operational and labor costs to produce a comprehensive estimate of the entire project's cost. The takeoff is vital to construction professionals, as it helps establish baselines against which to compare subcontractor estimates, ensuring that pricing across the project is fair, and guarding against artificial inflation based on overestimates of material costs. Construction takeoff software helps automate and streamline the entire takeoff process.
For example, a construction project manager or a general contractor is tasked with building a commercial warehouse. Before actually breaking ground and building the warehouse, they need to plan. During the planning phase, they would use takeoff software to create accurate estimates of how much of each material they need to complete the project as well as the cost of those materials.
The following are some core features within takeoff software that can help users:
Document markup: Takeoff solutions contain document markup features that allow users to alter plans, typically PDFs that users have uploaded, within the tool. The markup functionality gives users the ability to exert some manual control over the document and step in to complement the automation that takeoff and estimating software introduces into the quantity takeoff process.
Document management: Takeoff software manages documents related to specific projects. Users can collaborate on these projects and alter documents within the tool to help produce the most accurate takeoff possible. Instead of endless excel spreadsheets for specific projects, construction professionals can use construction takeoff software to streamline the process.
Construction solution integrations: Takeoff solutions often integrate with construction management solutions to provide a seamless transition from the takeoff process to the remainder of the preconstruction and construction phases of a given project. Takeoff solutions almost always integrate with construction estimating software, mainly if they don’t provide comprehensive estimating functionality. For cloud-based solutions, these integrations are easier than ever before, so takeoff solutions are becoming part of the preconstruction technology fabric.
Enhance takeoff accuracy: Takeoff software helps improve the accuracy of the material takeoff that construction companies produce during the preconstruction phase of a project. Takeoff has historically been an arduous, mostly manual process. Takeoff solutions digitize that process and help construction professionals produce the most accurate material takeoff possible. The more accurate the takeoff, the more accurate the project cost estimate. Construction professionals asking for subcontractor bids on particular parts of a given project can use the information produced during the takeoff process to better understand which bids are higher quality and in line with the costs laid out in the takeoff.
Win more bids: Companies looking to streamline their takeoff process and win more bids by creating more accurate takeoffs can utilize takeoff solutions. These solutions can help construction companies respond to bid packages faster and with more accurate information. Certain construction takeoff software may include specific features tailored toward specific sub-industries like roofing, drywall, landscaping, or HVAC.
General contractors: Construction industry professionals, specifically general contractors, use takeoff software to improve their quantity takeoff by introducing automation into the workflow of producing material lists.
Subcontractors: Subcontractors looking to win more bids and enhance their takeoff accuracy can use takeoff solutions to improve their business. Specialty contractors may use the tools to automate part or all of their takeoff process by implementing a digital takeoff that automatically takes into account square footage and project plan details.
Related solutions that can be used together with takeoff software include:
Construction project management software: Takeoff solutions often integrate with construction project management software. Some comprehensive construction management suites contain native takeoff functionality.
Construction estimating software: Construction takeoff software often contains estimating functionality. If a particular takeoff software doesn’t include full-fledged estimating features, it should have native integrations with a construction estimating solution.
Takeoff solutions can come with their own set of challenges.
Interoperability: Takeoff is one part of the preconstruction process. Quantity takeoff solutions need to integrate with either estimating solutions or, ideally, with comprehensive construction project management tools to provide buyers with a seamless transition from the preconstruction phase of a project to the building phase.
Return on investment (ROI): ROI is one of the most important considerations for software buyers. While takeoff software provides obvious benefits, proving ROI is often difficult. To address this difficulty, users should track time saved during the takeoff process, takeoff accuracy, and bids won as inputs to calculating the ROI for the tool.
The selection team should put together the requirements list. The list should include any necessary integrations and contain security requirements compiled by the relevant security professionals.
Create a long list
The long list should contain products that meet the selection team's core requirements. These products should fall within the general range of acceptable prices.
Create a short list
The short list should be more cost and ROI-conscious and hone in on products with nice-to-have features. The short list should only have products that have been vetted for security concerns and those that will fit seamlessly into the company’s existing tech stack.
Conduct demos
During the demo process, the selection team should bring a list of questions and scenarios specific to the business. The demos should involve testing the various scenarios the business is likely to encounter.
Choose a selection team
The selection team should include finance professionals, IT professionals with knowledge of the company’s technology stack, and the actual users. Selection team members should have in-depth knowledge of the core requirements and the goal of software selection.
Final decision
The selection team should decide based on the available information acquired during the vetting process. The decision should be based on functionality, ease of use, and demonstrated ROI as long as all core requirements have been met.