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Getting started in 30 minutes

This is the path we walk pilot customers down on day one. By the end you'll have a real project, a real takeoff, and a branded proposal ready to download.

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  1. 01

    Create your org account

    Sign up at omnitakeoff.com/sign-up; we provision your tenant and seed the org with our default symbol library and a handful of demo projects.

  2. 02

    Invite your team

    Settings → Team. Owner / Admin / Estimator / Accounting / Field — each role sees what it should. MFA is mandatory for Owner and Admin.

  3. 03

    Configure branding

    Settings → Branding. Upload your logo, set your primary color, enable white-label. The proposal editor and dashboard chrome flip to your identity in one toggle.

  4. 04

    Start your first project

    Projects → New. Drop a real plan set (PDFs of architectural + structural + MEP). Vector PDFs go fastest; scans take an extra minute or two for OCR.

  5. 05

    Walk the review queue

    When the pipeline finishes, head to the project's Review tab. Confirm or correct each low-confidence line. Bulk-confirm above 95% if you trust the recognizer.

  6. 06

    Ship a proposal

    Project → Proposals → New. Sections come pre-populated; edit anything; live-preview the PDF. Email the PDF to the GC.

If you get stuck

  • /docs — the full docs hub (you're here)
  • /code-guides — plain-English code references
  • /contact — direct email to your customer engineer

Related

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Next move

Want help on a real bid? Schedule a live review.

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Getting started in 30 minutes — OmniTakeoff Docs