Docs Features

Takeoff tools

Every measuring and markup tool in the workspace viewer, how scale works, subjects, dimensions, the Markups List and exports.

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The takeoff viewer lives inside a workspace. It runs in your browser, works on large drawing sets, and saves every edit as you go.

The tool bar

The floating tool bar on the left of the drawing has two rows. Hover it to see the labels.

Markups

ToolWhat it does
SelectThe resting tool. Esc always comes back here. Choose a Mouse or Crosshair cursor.
Select textSelect and copy text printed on the drawing
Highlight, Freehand, Text, Cloud, RectangleStandard markups
LegendA live table of quantities placed on the sheet
CalloutRight-click any markup or measurement and choose Add callout

Takeoff

ToolWhat it does
ScaleSet or calibrate the sheet's scale
AreaClick corners to outline a space. Gives area and perimeter. Press and drag on empty space for a quick rectangle.
LengthClick points along a run. Finish with Enter or a double-click.
CountClick once per item
Magic FillClick inside a room. Tidy traces the walls around it and saves the area.
Detect roomsTraces every room that has a room-number tag on the sheet in one go
Symbol SweepBox one clean example symbol. Tidy finds the matches on the page, including rotated and mirrored ones, and you click Commit to count them.
Cut OutSubtract an opening from an area
DimensionDraw a dimension line. It is a note and adds nothing to totals.
FindSearch text on the drawing (Ctrl + F)
ObservationsShow or hide observation pins

Scale

Scale is set per sheet and shared with everyone in the workspace.

  1. Click Scale, or the No scale badge.
  2. Pick a Preset (for example 1/8" = 1'-0") or enter a Custom scale. If the sheet prints its scale, a Detected on sheet button fills it in for you.
  3. Or click Calibrate, click two points of a known length, and type the real distance.
  4. Click Apply Scale.

If you start measuring with Area, Length, Cut Out, Magic Fill or Dimension on a sheet with no scale, Tidy stops you and asks for the scale first. Count and Symbol Sweep do not need a scale.

When the agent sets a scale, an amber Agent-set scale, check it notice appears. Open it to see the evidence, then Confirm scale or Set it myself.

Subjects

Every measurement has a Subject, such as "ACT-1" or "GWB ceiling". Other takeoff tools call this a condition. Subjects give shapes their colour and group the totals, and your budget links to them.

When you arm a tool, a properties bar shows Next area (or length, or count). Set the Subject, colour, unit and dimensions there before you draw. Set as default remembers those settings for that tool.

Height, depth and thickness

Add Dimensions to a measurement to get more quantities from the same shape.

ShapeWith dimensions you also get
AreaVolume = area x (height + depth)
LengthWall area = length x (height + depth), and volume with a thickness
CountVertical length = count x (height + depth), for example 40 piles x 30 ft = 1,200 ft

Values accept 9, 9 ft, 6", 9'-6" or 2.5 m.

The Markups List

The panel at the bottom lists every measurement and markup with its type, subject, page, area, length, label, author and date. Totals show even when it is collapsed.

  • Click a row to jump to the shape. Double-click a subject or label to edit it.
  • A sparkle badge marks a shape the AI drew. A robot badge with Revert marks a shape someone drew that the agent later changed.
  • Recently deleted lets you restore shapes.

Saving and undo

Every edit shows at once and saves in the background. The save pill says Saved, Saving, or Offline with a count of unsaved edits that sync when you reconnect. Ctrl + Z undoes up to 100 steps, even after a reload. Teammates' changes appear live.

Bluebeam markups

There is no import button. Open a PDF that was saved from Bluebeam Revu and Tidy brings in its markups and measurements automatically, with their subjects, colours and scale. Bluebeam dimension markups are not brought in.

Exports

Click Download to choose:

OptionWhat you get
Download With MarkupsA PDF whose takeoffs and markups open as editable annotations in Bluebeam Revu and Adobe Acrobat
Download Without MarkupsClean sheets
Flatten MarkupMarkups burned into the page
Takeoff & Markups (Excel)One tab per subject, with page, area, length, label, author and date

You can download all sheets, this sheet, or the sheets you selected.

Keyboard shortcuts

KeysAction
EscBack to Select, clear the selection
EnterFinish an area or length
DeleteDelete the selection
Ctrl + C / X / V / DCopy, cut, paste, duplicate (works across sheets and workspaces)
Ctrl + Z, Ctrl + Shift + ZUndo, redo
H or hold SpacePan
+ / -Zoom
Ctrl + 2Split the view into two panes
Ctrl + FFind text