01

Start with the output

Know whether the project needs property media, a working model, material quantities, a client presentation, or build documentation. The intended output informs the sources you need.

02

Keep the reference

Preserve original files, the property relationship, and drawing revisions. A later calculation is more useful when the team can understand where it came from.

03

Review before relying

A compelling visual is not evidence that its dimensions are verified. Keep source scale and measurement review part of the takeoff workflow.

04

Connect the handover

Package the selected views, reports, and decisions on the client’s project page. Keep internal working content separate from what is shared.