Buildertrend Takeoff is a resource that can be utilized by any Internal User that plans to build out an estimate or proposal for more accurate job cost tracking.
First, it is important to have the Takeoff permission enabled. Account administrators can provide that permission at the Internal User level.
The Takeoffs check box will need to be checked for that user to be able to connect.
Once the Takeoff permission has been enabled, navigate to the cog wheel in the top right corner of the account and click My User Preferences.
Next, click on the Buildertrend Takeoff tab, then click Get Started with Buildertrend 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.
It should only take a few seconds to get connected with Buildertrend Takeoff.
At this point, you have successfully integrated Buildertrend Takeoff and are now able to launch Buildertrend Takeoff from proposals and estimates.
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