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Exact Takeoff support

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Help Center

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Getting startedSign in as the first administratorThe first Google account to sign in on a freshly provisioned instance automatically becomes its super_admin.

Customers may ask: How do I get my admin login? · I never received a welcome email · Who is my company's first admin?

  1. Open your Exact Takeoff instance URL and sign in with Google.
  2. The first account to sign in becomes super_admin automatically — there is no separate password to set.
  3. Confirm the profile shows the super_admin role before inviting teammates.
  4. If sign-in fails, confirm the instance's Google OAuth client is configured and the URL is correct.
PeopleInvite and manage usersAdministrators invite additional users and assign roles from User Management inside the app.

Customers may ask: How do I add a teammate? · Can I make someone an admin? · How do I remove access?

  1. Open User Management from the app.
  2. Invite the teammate by their Google account email.
  3. Assign the minimum required role (admin or standard user).
  4. Remove or downgrade access from the same screen when someone leaves.
ProjectsCreate a takeoff project and upload plansProjects hold uploaded plan PDFs/images plus every measurement and takeoff item, saved as a .kto project file.

Customers may ask: How do I start a new project? · How do I upload plans? · Where are my measurements saved?

  1. Choose New Project and upload the plan PDF or image sheets.
  2. Use the takeoff tools to measure and annotate directly on the plans.
  3. Work is saved into the project's .kto file automatically as you go.
  4. Return to the project list at any time to reopen or continue a project.
ProjectsImport a legacy Active Takeoff (.qpl) fileProjects created in the older Active Takeoff Windows tool can be imported using the built-in .qpl importer.

Customers may ask: Can I bring over my old Active Takeoff projects? · What is .qpl import? · Does import support multiple files at once?

  1. Open Import from the app and choose the legacy .qpl file(s).
  2. Use the mass-import option when migrating many projects at once.
  3. Review the imported project for accuracy before relying on it.
  4. This is a one-time migration path — new projects should be created directly in Exact Takeoff.
ProjectsSearch across your projectsProject metadata is indexed for full-text search, so you can find a project without remembering its exact name.

Customers may ask: How do I find an old project? · Why isn't my project showing in search? · Can I search by client or job name?

  1. Use the search bar on the project list to search by name, client, or notes.
  2. Results update as you type across all indexed project metadata.
  3. If a recently renamed project doesn't appear yet, refresh the project list.
BillingUpdate billing or cancel a subscriptionPayment methods, invoices, cancellation, and eligible reactivation are handled in the Stripe Billing Portal.

Customers may ask: How do I change my card? · Where is my invoice? · How do I cancel? · Can I reactivate?

  1. Contact Exact Takeoff support from this Help Center and identify your company.
  2. An operator opens the tenant's Manage billing action and provides a secure Stripe portal session link.
  3. Use Stripe to update payment details, view invoices, cancel at period end, or reactivate when available.
ReliabilityHandle customer backup and restore requestsEach provisioned customer has a dedicated, retained GCS backup bucket for their project files and database.

Customers may ask: Can my data be restored? · Where are backups? · How long are backups kept?

  1. Identify the exact tenant and requested recovery point.
  2. Confirm the backup exists in that tenant's backup bucket.
  3. Coordinate with the customer to pause active work before a high-impact restore.
  4. Run the approved restore procedure and verify project files and the database before reopening access.
SupportOpen and follow a support ticketUse the Help Center form for account, billing, data, or technical questions instead of phone support.

Customers may ask: How do I contact support? · Can I open a ticket? · Where can I see support replies?

  1. Search the Help Center first for an immediate answer.
  2. If the answer does not resolve the issue, submit the support form with a specific subject and description.
  3. Save the private tracking link shown after submission.
  4. Use that link to read replies and add information until the ticket is resolved.

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Support is handled through tickets so questions, replies, and decisions stay together. Do not include passwords, payment-card details, or sensitive project data.