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Takeoff

Quantity takeoff, material takeoff and estimate: what each one actually is

Contractors ask for “a takeoff” and mean three different things. One wants measured quantities to price against their own rates. One wants a list they can send to a lumber yard. One wants a number they can submit. Buying the wrong one is how a package comes back either incomplete or over-specified.

The short version

  • A quantity takeoff is measurement: how much of each item the drawings show, in the unit it is installed in.
  • A material takeoff converts those quantities into what you actually buy, with laps, waste, rounding and accessories added.
  • An estimate prices the work: labour hours, wages, material rates and the markups that turn cost into a bid.
  • All three sit on the same measurement, and the measurement is the part that cannot be redone cheaply later.

Definitions first

A quantity takeoff is the measured scope of work: every item on the drawings counted or measured, in the unit it is installed and paid in. Square feet of drywall by partition type. Cubic yards of concrete by element. Linear feet of conduit by size. Each receptacle, each fixture, each door. It answers the question of how much work there is.

A material takeoff answers a different question: what has to be bought. It starts from the same measurements, converts them into purchase units, adds the material that is consumed but never shown on a plan, and rounds to the way the supplier sells it. 2,400 square feet of wall board becomes a count of sheets. 1,850 linear feet of 3/4" EMT becomes 10-foot sticks, plus couplings and straps.

An estimate prices the work. Labour is applied to the installed quantity, material cost to the purchase quantity, and then equipment, subcontracts, general conditions and markups are added until the number is something you can submit. The measurement underneath all three is the same, which is why a good takeoff can be priced later without being measured twice.

Quantity takeoffMaterial takeoffEstimate
AnswersHow much work is shownWhat has to be boughtWhat the work will cost
UnitInstalled unit: SF, LF, CY, EAPurchase unit: sheets, sticks, bags, boxes, rollsCurrency, by line and division
WasteShown as its own column, if at allBuilt in, with laps and roundingApplied to material, never to labour
AccessoriesOften left outFasteners, adhesives, tape and hangers listedPriced as material
LabourNoNoHours per unit multiplied by wage
Typical userAn estimator pricing against their own ratesPurchasing, suppliers, lumber yardsWhoever signs the bid
Goes wrong whenScale, missing sheets, double countingThe measured quantity is ordered as-isRates or markups land on the wrong base

One wall, three documents

Take a single partition type: 120 linear feet of wall, 10 feet high, 3-5/8" metal studs at 16 inches on centre, one layer of 5/8" Type X board each side, taped and finished to level 4. Here is what each document says about it.

DocumentWhat it says about this wall
Quantity takeoffPartition P1: 120 LF at 10 ft high. Board 2,400 SF across both faces. Tape and finish to level 4: 2,400 SF.
Material takeoff91 studs at 10 ft and 24 pieces of 10 ft track before extra studs at ends and openings. Board at 2,400 SF plus 10% waste is 2,640 SF, which is 66 sheets of 4×10. Screws, joint tape and compound by coverage.
EstimateLabour from hours per unit on each operation, framing per LF, hanging per SF, finishing per SF, at the crew wage. Material priced on the 66 sheets, not the 2,400 SF. Then overhead, profit and the rest of the bid build-up.
Illustrative figures for one partition type. Rates are left out deliberately, because they depend on the market.

Which one to ask for

  • You have a rate library you trust and want measurement only: ask for a quantity takeoff.
  • You are a supplier, a lumber yard or a contractor buying materials directly: ask for a material takeoff, and say which stock lengths and sheet sizes you carry.
  • You need a number to submit and do not hold current rates for the trade: ask for a cost estimate.
  • You already have a number and want to know whether it is right: that is bid validation, a blind re-measure rather than any of the three.

What makes any of them trustworthy

The quantity has to be traceable to the drawing. On our takeoffs every counted item is marked on the sheet in colour, with a legend carrying the running count, so a number in the workbook can be found on the plan in seconds. A takeoff that arrives as a spreadsheet with no marked drawings asks you to trust it, and on bid day trust is not a control.

Beyond that, look for the things that are easy to leave out: the revision of each sheet that was measured, the scope boundaries written down, and any quantity the drawings did not support listed as an assumption rather than silently filled in. Nine takeoff mistakes that only show up on bid day covers where those gaps usually hide.

Written by the estimating team at QuantX Estimation. Since 2016 we have measured and priced construction work for contractors in the United States and United Kingdom, at a fixed fee agreed before we start.

Put it to work

Where this shows up in the work we do

The article explains the principle. These are the services where it is applied, and the sample shows what the finished file looks like.

Follow-up questions

What people ask us next

No. A quantity takeoff is measurement only. Labour is added when the quantities are priced into an estimate, as hours per unit multiplied by a wage. If you need a labour cost, you are asking for an estimate rather than a takeoff.

Closely related, not identical. In the UK a bill of quantities is a formal document, usually prepared to a standard method of measurement and issued with the tender so every bidder prices the same quantities. A quantity takeoff is the measurement itself, which may or may not be presented in that formal structure.

Yes, if the quantity takeoff was measured in enough detail. Converting to purchase units needs item sizes, stock lengths and where laps and accessories apply. A takeoff that only reports total areas usually has to be partly re-measured before it can become an order list.

A quantity takeoff, because it stops at measurement. A material takeoff adds conversion and accessories, and an estimate adds pricing and the bid build-up. The measurement is most of the work in all three, so the fee difference is smaller than the difference in what you receive.

Put the article down and send us the drawings.

You get the workbook with the formulas intact, the colour-marked sheets and a written assumptions list. Judge us on the file that comes back.