Buildertrend Takeoff Integration
Connect your Takeoff account to seamlessly jump from Buildertrend to the Takeoff. This will automatically create your project and sync your takeoff to the project's Estimate or Proposal in Buildertrend.
Here's how it works:
Once you connect the Takeoff to Buildertrend, create a Job or a Lead. Go to the Proposal/Estimate Worksheet and click "Launch Takeoff." This will open the Takeoff and push certain data within your Lead Opportunity/Job to create a Project, and allow you to upload your plans to begin creating your takeoff. Once the takeoff is created and assemblies have been applied, that information will automatically sync to your Buildertrend Proposal/Estimate.
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