Documentation.

Upload your first drawing

1. Open New takeoff in your account. Enter a project name so you can find the result in Projects.
2. Review the job's material, slab size, kitchen splash and bath-vanity scope. Check that the displayed values match this job; do not assume every value came from a saved shop default.
3. Add the drawing in the plans upload area. It accepts PDF, JPG and PNG. Use the original PDF when available, or a clear, uncropped image with readable dimensions and sheet labels.
4. Include related schedules and detail sheets needed to establish quantities and scope. The separate matrix upload, when used, accepts PDF.
5. Check the selected files and scope before choosing Start takeoff. Wait for processing to finish and review any questions before relying on the quantities.

A production countertop layout and an architectural set need different review effort. Photos and scans may be readable without being precise enough to resolve every dimension. See Accuracy for limitations.

Review runs, cutouts and open questions

1. Open the result from your projects on the dashboard. A processing status of Complete does not, by itself, mean the drawing has been approved for fabrication.
2. If a question panel appears, check each question against your source plans. Keep the original PDF available alongside Counterly. Answer only when you have supporting information; use the option to keep a question open when it remains unresolved.
3. After continuing, compare every unit type and its quantity with the schedule. Confirm that kitchens, vanities, islands, splashes and other intended stone scope are represented.
4. Compare run lengths, depths, cutouts and finished edges with the labeled drawing. Check the individual types as well as the overall total: errors in different types can cancel each other out.
5. Review assumptions, open questions, nesting and slab size before pricing. Keeping a question open records uncertainty; it does not resolve or approve it.

Correct a result before quoting

1. Identify the exact unit type, run or feature that differs from the plan. Note the sheet and dimension that support the correction.
2. Use the result's Adjust input when available. Be specific: for example, “KT2, sheet A-501: the island is 84 inches long and 36 inches deep.” Avoid an instruction that could apply to several types.
3. Wait for the adjustment to finish, then check the geometry and changed totals. If the job offers Re-run instead, that starts processing again to apply the correction; do not treat it as a simple local text edit.
4. Review questions again after an adjustment. Check quantities, nesting and pricing against the revised result before preparing your output.

Configure purchased stock in the Material library and fabrication charges in the Price list. A blank price and a zero price have different meanings: unpriced versus included. Verify the job's selected material and rate rather than assuming a library edit updated a previous quote.

Export and check the handoff

1. Open the intended project and confirm you are reviewing the latest result, including any adjustments.
2. Use the result's PDF action to download its cut sheet. Open the downloaded file and verify the project, unit quantities, scope, totals and slab information.
3. Read the open questions and assumptions in the export. A downloadable PDF can still contain unresolved items; its availability does not mean the job is approved.
4. Before sharing a customer quote, confirm selling prices, included work and unpriced items. A takeoff cut sheet is not interchangeable with a final customer quote.
5. Resolve remaining uncertainty through your shop's review process before ordering or fabrication. Share the appropriate reviewed document with its intended recipient.

If an action fails, keep the project name and a description of the step that failed. Use Feedback in the app or contact support; do not start duplicate reads solely because a download did not open.