1 · Confirm the source
Upload PDF plans and confirm sheets, revisions and scale. The current workflow uses one scale per sheet: measure only the views covered by that scale.
2 · Measure and price
Keep the drawing open beside Pricing. Measure supported geometry, apply compatible recipes or add manual lines. Follow a priced line back to its source.
3 · Choose trade offers
Compare scope, dates and exclusions before explicitly using an offer in the estimate. Check for duplicate scope in other lines.
4 · Review and approve
Review scope, allowances, unresolved prices and revision impacts. A permitted person approves the checked version; warnings cannot guarantee completeness.
5 · Preview and issue
Check the approved-version client PDF before issuing. Download for delivery through your existing process. Integrated email delivery is planned.