A cleaner, more premium estimating workspace for in-home sales.
Scope the work, choose materials, and keep the quote visible while you build a client-ready rough quote estimate.
Set the job type and visual context
Start with the service category, pick the right scope profile for the jobsite, and keep the photos tied to the quote from the first walkthrough.
Smart pricing is tuned for Southern California / Inland Empire market conditions as of May 2026 / Retail v17 using Panter's Master Retail Pricing Guide v17.
Open a dedicated measuring workspace
Floorplan tracing needs room. Launch Takeoff Lite in its own full-screen workspace for PDF uploads, scale calibration, lineal footage, square footage, and DISTO keyboard capture.
Saved takeoffs will appear here when you return from the measuring workspace.
Dial in inclusions and job conditions
Build the estimate like a field-ready scope sheet: package selections, structural modifiers, finish allowances, and service quantities all stay grouped together.
These upgrade recommendations are filtered to the current category and scope so the list stays relevant to the job you are building. Competing items like underlayment, vapor barrier, grout, and carpet pad choices replace each other instead of stacking charges.
Feature modifiers adapt to the selected category, floor type, cabinet program, and bathroom profile so only job-appropriate scope items stay visible.
Selecting wall removal or drywall repair reveals the matching linear-foot or square-foot input with area-based pricing.
Floor prep is priced here only: minor prep at $2/SF or major prep/leveling at about $125 per bag equivalent.
Capture the details that shape the quote
Keep homeowner info, field measurements, finish notes, and internal margin assumptions organized in one place.
Internal planning only. This does not change the client-facing quote.