Exports
Contractor Takeoff manages the bid before pricing. When it is time to price, you export a bid packet and keep working in Bluebeam, Excel, and whatever else you already use. The app does not want to be your estimating system. It wants to hand your estimating system a clean, organized package.
The bid packet
Section titled “The bid packet”Export from the bid record and you get a single zip file containing:
- A scope summary (
summary.md): the readable bid record. Bid details, current alerts, notes and decisions, and every finding grouped by severity, each one carrying its source citations. Dismissed findings sit in their own section after the severity groups, so downstream estimating does not accidentally price rejected items. - A findings sheet (
findings.csv): one row per finding and citation, with severity, confidence, review state, document, page, sheet label, and the quoted evidence. Open it in Excel, sort it, filter it, live in it. - The documents (
documents/): the bid’s uploaded files under their original names, so the packet stands on its own without a login.
Deterministic on purpose
Section titled “Deterministic on purpose”The export is deterministic, and that word is doing real work:
- No AI runs at export time. Everything in the packet is copied from durable records your team already reviewed. Nothing new is generated on the way out the door.
- Citations survive the export. Every source-backed finding keeps its document and page reference in both the summary and the CSV, so anyone reading the packet can go check the page.
- Same bid, same packet. Exporting the same bid twice produces the same file, byte for byte. No surprises between what you reviewed and what you sent along.
Where the packet goes
Section titled “Where the packet goes”Typical uses from pilot workflow:
- The estimator opens the summary and findings sheet before takeoff starts, so the traps and deadlines are known up front.
- The packet gets filed with the estimate as the record of what was known, flagged, and decided at bid time.
- Reviewed exclusions, qualifications, and red-flag findings feed proposal language, written by you.
Planned export formats
Section titled “Planned export formats”Two additions are planned but not in the pilot yet: supplier-ready packages for sending scope out to vendors, and a bid calendar file (ICS) you can drop into your calendar app. If you want the workbook-and-supplier-sendoff workflow today, the free contractor-bid engine builds takeoff workbooks and supplier sendoff packages locally on your machine.
Next: frequently asked questions.