Tidyby Automated Construction
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AI takeoff

Ask the Tidy agent to measure a sheet. Its results land as dashed proposals that an estimator accepts or deletes.

View as Markdown Ask Claude Ask ChatGPT

With AI takeoff, you tell the Tidy agent what to measure and it does the first pass. It reads the sheet, checks the scale, reads finish schedules and notes, traces rooms and counts symbols. Everything it measures lands on the drawing as a dashed proposal. Nothing counts in your totals, legends, budget or exports until a person accepts it.

What it is good at

  • Ceilings on reflected ceiling plans (acoustical ceiling tile, gypsum and similar), which is where Tidy goes deepest.
  • Floor finishes by room from a finish schedule, base and transitions.
  • Counts of tagged devices and symbols.

Start a run

  1. Open the workspace.
  2. Click Agent in the top bar, or open the AI Takeoff tab and click Start AI takeoff.
  3. Optional: in the Sheets grid, select sheets and click Ask AI. Mark a finish schedule sheet Use as reference so the agent reads it but does not measure it.
  4. Tell the agent what to measure, for example "every 2x2 ACT area and the gypsum ceilings in the toilets".
  5. Approve the start card. The approval covers that run on that drawing.
  6. If the agent proposes a scale, check it and approve.

Review the results

Proposals appear as dashed shapes and as rows in the AI Takeoff tab, grouped by page. Each row shows the subject, the room, the quantity and the agent's confidence.

  • Accept a row to make it real.
  • Delete a row you do not want.
  • Accept on a page header accepts every proposal on that page.
  • Keyboard: Enter accepts, Delete deletes, Shift + Enter accepts the page.

When the list is empty it says All caught up.

On your phone

In Tidy Mobile, open the workspace, go to AI Takeoff and tap Start AI takeoff. Choose target sheets and reference sheets, describe the job and tap Send to Agent. The agent keeps working if you close the app, and results wait for you to accept.

From Claude or ChatGPT

A connected agent can run the same takeoff over MCP with no Tidy tab open, when your admin allows it in Admin > Settings > Agent access. Results land as the same dashed proposals. See Use Tidy from Claude, ChatGPT and other agents.

Permissions and plan

  • Only workspace members with Can edit can start a run.
  • The Takeoff measurements permission controls whether the agent may measure. Set it to Block to keep the agent out of takeoff.
  • AI takeoff uses your Tidy agent allowance (a one-time trial on Free, 20M tokens per seat each month on Pro, up to 250M on Max). Running it from your own connected agent does not use the Tidy agent allowance for the model itself.