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Professional Services

The platform plus the help to make it land.

OmniTakeoff is more than software — for teams that need it, professional services accelerate adoption, train role-by-role, build custom integrations, or even take the takeoff off your plate during peak bid seasons.

Service catalog

Five offerings

Onboarding

Four-week guided rollout from contract to first-bid-shipped. Included on Professional and Enterprise tiers.

Pricing
Included on Professional + Enterprise
Duration
4 weeks

Outcomes

  • Org settings, integrations, branding configured
  • Team trained on takeoff + review queue + estimate workflow
  • First 3 bids shipped successfully
  • Per-org symbol library seeded from reference projects
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Training

Role-based training for estimators, project managers, accounting, and field teams. Live + on-demand.

Pricing
Cohort or per-seat (custom-quoted)
Duration
1-3 sessions

Outcomes

  • Estimator certification — takeoff workflows, review queue, bid lifecycle
  • PM certification — buyout, RFI/CO logs, daily reports
  • Accounting certification — QuickBooks integration, cost-code mapping
  • Per-trade specialization tracks (electrical, plumbing, mechanical, fire-protection)
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Custom Integration

Build a custom integration with your ERP, project management tool, or proprietary system. Engineering-led.

Pricing
Statement of work · custom-quoted by scope
Duration
4-12 weeks (typical)

Outcomes

  • Custom REST/webhook integration to your system
  • Production-grade with error handling + monitoring
  • Documented in your team's runbook
  • Quarterly maintenance included for first year
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Takeoff-as-a-Service

We do the takeoff for you. Your team reviews + adjusts. Useful when you need to scale before adding headcount.

Pricing
Per-page with volume tiers (custom-quoted)
Duration
Per-bid SLA agreed in scope

Outcomes

  • Turnaround SLA agreed up front in the statement of work
  • Reviewed by trained takeoff specialists
  • Confidence-tagged for your estimator review
  • Source-linked evidence on every line item
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Dedicated Success Engineering

An engineer-shaped resource embedded with your team. Available on Enterprise tier.

Pricing
Included on Enterprise tier
Duration
Ongoing

Outcomes

  • Quarterly business reviews
  • Per-org recognizer tuning + custom training data curation
  • Dedicated escalation channel + SLA
  • Roadmap-input on enterprise priorities
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Need help scoping?

Tell us your team and your timeline.

A 30-minute call with our services team scopes the right combination of services for your situation. No pressure, no quotas.

Professional Services — OmniTakeoff