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Bids & Takeoff

Plans and Takeoff

Upload PDF plans, AI-detect sections by trade, calibrate scale, and prepare for measurements and markups.

Updated May 4, 2026 · 4 min read · For Owner + Gc + Sub

Construction plans are the foundation of every project. Conduit lets you upload your PDFs, organize them by trade automatically, and start measuring right from the plan viewer.

01Upload documents

From any project’s detail page, switch to the Plans tab. The first time you visit, you’ll see the empty state.

  1. Plans tab. One of the 13 project tabs — every project has its own Plans tab.
  2. + Upload Document. Top-right button. Click to open the upload sheet.
  3. Empty state. “No documents uploaded yet” placeholder until you add the first plan.
Project Plans tab in its empty state, with the Plans tab active in the tab bar and the + Upload Document button at top right
Plans tab on a freshly-created project. Click + Upload Document to add the first plan; the empty state stays until you do.

The upload sheet itself accepts:

  • PDFs, images, Word docs, and Excel files — all four formats are supported.
  • Document type: Plan/Blueprint, Permit, Contract, Photo, or Other. The type drives where the doc shows up later (Plans-tab views vs. Files-tab views).
  • Name: defaults to the filename; override if useful.
  • Upload progress: the file goes directly to cloud storage with a live progress bar.

Multi-page plan sets are handled natively — a 30-page plan set is one upload, not 30.

02The plan viewer

Open any uploaded PDF to enter the plan viewer.

  1. Stacked scroll. Pages stack vertically; scroll like a normal document.
  2. Zoom. Hold Cmd (Mac) or Ctrl (Windows) and scroll. Up to 3x magnification.
  3. Pan. Click and drag when zoomed in.
  4. Page indicator. Top of the viewer; shows “Page 5 of 30” updating as you scroll.
  5. Page jumps. Click the page indicator to type a page number.
SCREENSHOT · bids-and-takeoff/plans-and-takeoff/02-viewer.png
Stacked scroll built for large plan sets. Zoom and pan with standard gestures.

03AI section detection

Click Detect Sections at the top of the plan viewer. Conduit’s AI reads the entire plan set and identifies sections by trade.

  1. Trades detected: Electrical (yellow), Plumbing (blue), Mechanical (orange), HVAC (cyan), Structural, Architectural, Civil, and more.
  2. Page ranges. Each section gets a start/end page so you can jump directly.
  3. Title block parsing. Reads the official title block (typically right side, bottom-right of each page) for accurate identification.
  4. Schedule sections. Detected separately from drawings.
  5. Background processing. Large plan sets (50+ pages) run in the background; you’ll see results when ready.
SCREENSHOT · bids-and-takeoff/plans-and-takeoff/03-detection.png
The AI runs once per plan set. Color-coded badges match the trade.

04Section navigation

Detected sections appear in the left sidebar of the plan viewer.

  1. Click a section to jump to its page range.
  2. Filter by trade. Show only Electrical, only Plumbing, etc.
  3. Color-coded badges. Match the trade colors above.
  4. Delete misidentified sections. The original PDF is untouched; you’re just removing the section marker.
  5. Manual section. Add your own if the AI missed something.

05Scale calibration

Before any measurement is meaningful, calibrate the scale.

  1. Activate the calibration tool (toolbar at top of viewer).
  2. Click two points on a known dimension. Example: a wall labeled “12 ft” — click each end of the wall.
  3. Measurement line appears between your two points.
  4. Enter the real-world distance and unit (12, feet).
  5. Apply to all pages if the scale is consistent across the plan set (it usually is for a single plan).
  6. Save.

Now every measurement you take on this plan is accurate.

SCREENSHOT · bids-and-takeoff/plans-and-takeoff/04-calibrate.png
Pick two points on a known dimension, type the real-world distance, optionally apply to all pages.

Once calibrated, the markup tools (linear measurement, area, count, rectangle, callout) become available. Markups can link to pricebook items so quantities flow into a draft bid automatically.

The measurement and markup details are still being built out and will get their own dedicated guide once the v1 feature set is complete. For now: upload your plans, let the AI organize them, calibrate the scale, and you’re set up for what’s coming.

That’s plans and takeoff. Next category: Sub-Bid Requests for the GC-to-sub workflow.

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