Applying Assemblies When Doing a Takeoff

Takeoffs measure how much off a drawing; assemblies turn those measurements into priced lines. Doing the two together is the fastest path from a PDF drawing to a priced estimate.

Applying an assembly to a group

1. In the group panel, click Assign Assembly on the group.
2. The same Assembly Picker opens, with the group name fed in as context for AI suggestions.
3. Pick an assembly, set variables, click Apply.
4. The group now displays:
   • Quantity — sum of the measured shapes in the group.
   • Unit rate — from the assembly.
   • Total — quantity × rate.

Better group names produce better AI suggestions — see Naming groups well.

Pushing measured groups into an estimate

1. With assemblies applied to your groups, click Add to Estimate on a group (or use the bulk action to add several at once).
2. Pick the destination estimate / set / package.
3. Each group becomes one line:
   • Description from the group name
   • Quantity from the takeoff
   • Rate from the assembly
   • Breakdown preserved (you can re-open the line later to see exactly which products and quantities produced the rate)

Related

• Measuring
• Naming groups well
• Live updates — what changes automatically when you re-measure or update prices.