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Which Takeoff and Estimating Package is Right for Your Company?

Last Updated: 2023-08-24 09:05

Questions

Discussion

Although CCTO, PlanSwift, and On-Screen Takeoff Professional (with or without Quick Bid Estimating) are all powerful takeoff tools, each excels at some functions which may not offer the best solution for others. Below is a comparison of the three takeoff products as they compare to each other and to On-Screen Takeoff with Quick Bid Estimating. All our takeoff solutions provide estimators, project managers, and foreman features designed to improve takeoff speed, retain and organize data, and share projects with others. The matrix below helps you understand the major differences between the three takeoff products.

PlanSwift Viewer and On-Screen Takeoff PlanViewer are a minimalistic, plan-viewing and markup utilities, you can use to review a project before investing the time and resources to create full takeoff and an estimate. We don't include them in this article because they are not licensed products, nor do they have advanced takeoff and estimating capabilities. See Related Articles for more details.

Feature Comparison

Key

circle 0%- Not supported or not available
circle 50%- Supports
circle 100%- Excels

Capability/Feature ConstructConnect Takeoff™ (CCTO) PlanSwiftProfessional (PS) On-Screen Takeoff Professional(OST) OST w/Quick BidEstimating (QB)
Bid (Project, Job, Tender, Estimate, etc.) Creation
Create Base Bid circle 50% circle 50% circle 50% circle 50%
Create Alternates and Change Orders circle 50% circle 0% circle 100% circle 100%
Create Project Versions circle 50% circle 50% circle 50% circle 50%
Organize Projects in or by Folders circle 0% circle 50% circle 50% circle 50%
Takeoff and Measurements
Access Artificial Intelligence-Powered Takeoff Boost™ to automate takeoff circle 0% circle 0% circle 100% circle 100%
Use Multi-Condition Takeoff(patented) to speed up drawing measurements circle 100% circle 0% circle 100% circle 100%
Measure (take off) Linears, Areas, and Counts circle 100% circle 100% circle 100% circle 100%
Generate multiple quantity results based on takeoff measurements circle 100% circle 50% circle 50%
(a)
circle 50%
(a)
Save takeoff quantities circle 50% circle 50% circle 50% circle 50%
View a Legend of takeoff results per page circle 50% circle 50% circle 100% circle 100%
Auto Count circle 50% circle 0% circle 50% circle 50%
Create and Save Conditions/Takeoff Items circle 100% circle 50% circle 50% circle 50%
Assign Takeoff to Layers and Areas circle 50% circle 0% circle 50% circle 50%
Toggle Layers on and off to show/hide various takeoff objects circle 50% circle 0% circle 50% circle 50%
Create Custom Layers circle 50% circle 0% circle 100% circle 100%
Use Typical Takeoff to speed up takeoff process circle 50% circle 0% circle 100% circle 100%
Use Zones to breakout takeoff quantities circle 0% circle 50%
(b)
circle 100% circle 100%
Custom Input Forms & Takeoff Tool Customization circle 0% circle 100% circle 0% circle 0%
Duplicate and Reassign Takeoff to Different Conditions circle 100% circle 0% circle 100% circle 100%
Use Advanced Pasting Controls to speed up the takeoff process circle 100% circle 0% circle 50% circle 50%
Draw/Record with multiple Conditions/Takeoff Items at the same time circle 100% circle 50% circle 100% circle 100%
Takeoff curved areas circle 100% circle 100% circle 0% circle 0%
Draw, Copy, and Paste Backouts (area deductions) circle 0% circle 50%
(b)
circle 50% circle 50%
Digitizer (hard board) support circle 0% circle 50% circle 50% circle 50%
Earthwork Pro Plugin for site work, excavating, etc. circle 0% circle 100% circle 0% circle 0%
Exports, Reports, and Pricing
Price Materials and Labor circle 50% circle 50% circle 50% circle 100%
Use eQuotes to obtain up-to-date Material Pricing from vendors circle 0% circle 0% circle 0% circle 100%
Price using built-in Worksheet circle 50% circle 50% circle 50% circle 50%
Export takeoff results (and the estimate) to sharable file circle 0% circle 50% circle 50% circle 50%
Export takeoff bid to create project in Quick Bid circle 50% circle 0% circle 100% circle 100%
Export takeoff quantities to Excel or CSV circle 50% circle 50% circle 50% circle 50%
Export priced Condition/Takeoff Item quantities to Excel or CSV circle 50% circle 50% circle 50% circle 50%
Drag-and-Drop Assemblies and Parts onto takeoff circle 0% circle 50% circle 0% circle 0%
Customize formulas circle 50% circle 100% circle 0% circle 50%
Link takeoff results directly to Excel circle 50% circle 50% circle 50% circle 50%
(c)
Link bid to work interactively with Quick Bid Estimating circle 0% circle 0% circle 100% circle 100%
Generate bid reports for analysis circle 0% circle 50% circle 50% circle 100%
Generate bid proposals and quotations circle 0% circle 50% circle 0% circle 100%
Export to various Accounting packages circle 0% circle 50%
(b)
circle 0% circle 100%
Manage the project in Digital Production Control (DPC) circle 0% circle 0% circle 100% circle 100%
Plan Organization
Access AI-powered Auto Naming to speed setup of Pages circle 0% circle 0% circle 100% circle 100%
Download plans from ConstructConnect's Platform circle 100% circle 50% circle 50% circle 50%
Download plans from other Planrooms circle 50% circle 0% circle 100% circle 100%
View plans in color circle 50% circle 50% circle 50% circle 50%
View raster images (tiff, cal) circle 50% circle 50% circle 50% circle 50%
View vector and CAD images (pdf, dwg, dwf, etc.) circle 50% circle 50% circle 50% circle 50%
View photo images (jpg, png) circle 50% circle 50% circle 50% circle 50%
Organize and match up drawing revisions circle 100% circle 50% circle 50% circle 50%
Compare revisions using Overlay feature circle 50% circle 50% circle 50% circle 50%
Compare multiple revisions using Overlay feature circle 50% circle 0% circle 0% circle 0%
Annotation Tools

Add text to the drawing circle 50% circle 50% circle 50% circle 50%
Using electronic ink to markup drawing circle 50% circle 50% circle 50% circle 50%
Highlighter tool circle 50% circle 50% circle 50% circle 50%
Create Hot Links, Named Views, Bookmarks circle 50% circle 50% circle 50% circle 50%
Create Punch Lists and Punch Items circle 50% circle 0% circle 0% circle 0%
Stamps annotation circle 50% circle 50% circle 0% circle 0%
Attach a file directly to a Page circle 50% circle 50% circle 0% circle 0%
Turn Image Legend on and off circle 50% circle 50% circle 50% circle 50%
Ungroup, move, or edit the Image Legend circle 50% circle 0% circle 100% circle 100%
Collaboration

Allow multiple estimators to work on takeoff concurrently circle 50% circle 0% circle 0% circle 50%
(d)
Allow employees within the organization to see each other's work circle 50% circle 50% circle 50% circle 50%
Export and share bids with other users over the internet circle 0% circle 50% circle 50% circle 50%
Share bids with users outside your organization circle 0% circle 50% circle 100% circle 100%
Share bids between home office and field circle 50% circle 50% circle 50% circle 50%
View projects in ConstructConnect's Web Takeoff app circle 50% circle 0% circle 0% circle 0%
Data Access


Set permissions circle 50% circle 0% circle 50% circle 50%
Custom permissions circle 0% circle 0% circle 50% circle 50%
Access data from MS Access or SQL Database circle 0% circle 0% circle 50% circle 50%
Backup and restore information circle 0% circle 50%
(e)
circle 50% circle 50%
Store and access your data in the Cloud circle 100% circle 0%circle 50%
(f)
circle 50% circle 0%circle 50%
(f)
Onboarding

Training Videos, Webinars, Online Help circle 100% circle 100% circle 100% circle 100%
Custom training circle 50% circle 50% circle 100% circle 100%
Custom training in Spanish circle 50% circle 0% circle 50% circle 50%
On-Site Classroom Training circle 0% circle 50% circle 50% circle 50%
Unlimited Estimator Assistance (How Do I...?) circle 50% circle 0% circle 50% circle 50%
Sample takeoff projects circle 50% circle 50% circle 100% circle 100%
Sample estimating Items & Assemblies circle 0% circle 100% circle 0% circle 100%
Trade-specific Items and Assemblies circle 0% circle 50%
(b)
circle 0% circle 100%
(b)
Manufacturer Items and Assemblies circle 0% circle 50%
(b)
circle 0% circle 100%

Notes

(a) You can define a maximum of 3 results, see Create a Condition for more information
(b) Optional Plugin or add-on available (may require purchase)
(c) You can link On-Screen Takeoff Condition Results to Excel
(d) One user can work in OST and another other on the QB side, but not at the same time
(e) See Backup your PlanSwift Jobs for details
(f) See Can I Use "Cloud" Storage? for details



 

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