Plans and Takeoff - Conduit Help
HELP
Open Conduit
Bids & Takeoff

Plans and Takeoff

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

Updated Sep 17, 2026 · 4 min read · For Owner + Gc + Sub

Plans stay with the project from upload through takeoff and billing. These lessons use the real upload, viewer, AI section, layer, markup, and pricebook controls with Sullivan Electric sample data.

Lessons in this guide

Start
  1. 1 Upload and manage plan documents
  2. 2 Review and navigate stacked plan sheets
  3. 3 Detect and organize plan sections
  4. 4 Measure and mark up with the takeoff tool

Still need a hand?

Tell us what you were trying to do so we can help and improve this guide.

Contact support
Related guides
Creating a Bid
Build a proposal from your pricebook, send it to the customer, track lifecycle, and convert to a job when accepted. Deposit invoices auto-generate.
Projects
The central organizing unit in Conduit. Bids, jobs, plans, RFIs, submittals, change orders, invoices, and POs all nest under a project.
Job → Invoice → Payment
The transaction at the heart of Conduit. Complete a job, generate its invoice, send it, get paid. Walked end-to-end on the real job and invoice pages.