Connecting Your Takeoff Account

Buildertrend Takeoff is a powerful resource when assessing the budget for a project.

The integration will help with job cost planning and estimating more accurately for each job. You will be able to use the takeoff functionality through lead proposals, as well as estimates.

First step towards connecting, navigate to the user profile icon in the top right corner of the account and click Company Settings.

rtaImage?eid=ka0PB0000001oZ3&feoid=00NPB000004CogM&refid=0EMPB00000Flo0j

Next, select Buildertrend Takeoff.rtaImage?eid=ka0PB0000001oZ3&feoid=00NPB000004CogM&refid=0EMPB00000Flo2L

From here, select Get Started with Square Takeoff.

At this time, you will be asked to login with your current takeoff credentials or you can create an account with your Buildertrend username and password.

Screen+Shot+2022 08 23+at+3.29.41+PM

It should only take a few seconds to get connected with Buildertrend Takeoff.

rtaImage?eid=ka0PB0000001oZ3&feoid=00NPB000004CogM&refid=0EMPB00000FlW2F

Once complete, you will be able to view the internal users that have permission to connect, launch and use Buildertrend Takeoff from the estimate or proposal sections.

image

At this point, you have successfully connected Buildertrend Takeoff.

 

rtaImage?eid=ka0PB0000001oZ3&feoid=00NPB000004CogM&refid=0EMPB00000FdBfi


Interested in Learning More? 📚

Visit the Buildertrend Learning Academy to explore additional learning opportunities — from live group trainings and certifications to on-demand courses and more.

For questions or additional support, contact our Customer Support team via Live Chat, email support@buildertrend.com, or call 1-888-415-7149 — we’re always happy to help.

Still have questions or need our help finding a resource?

Contact our Customer Success team.

Mon - Fri

8:00am - 5:00pm

USA (CST-6)