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Your Complete Construction Takeoff Guide
Welcome to the OSTE construction takeoff help guide – your complete resource for ordering services, uploading plans, and receiving accurate Excel and PDF deliverables within 48-72 hours.
How OSTE Works: From Order to Delivery
Ordering construction takeoff services from OSTE is designed for busy contractors and estimators who need fast, accurate quantities without the guesswork. Here’s how it works in four simple steps:
Select & Order
Choose your divisions
$89/division
Upload Plans
Send us your drawings
Up to 500MB
We Process
AI + estimator review
48-72 hours
Download Files
Get Excel + PDF
Organized by CSI
Step-by-Step: How to Order Construction Takeoff Services
This detailed guide walks you through every step of the ordering process, from selecting divisions on the pricing page to downloading your completed takeoff files.
Step 1: Start on the Pricing Page
What to do:
Navigate to the Pricing page to begin your order.
What you’ll see:
Contact information fields
Project selection area
Division drop-down menu
Step 2: Select Your Project and Divisions
Add your project:
1. Enter your Project Name
2. Click the Division drop-down menu
3. Select the divisions you need:
Division 08 – Openings (Doors, Frames, Hardware)
Division 10 – Specialties
(More divisions coming soon)
Pro tip: You can select multiple divisions for a single project to get comprehensive takeoffs organized by CSI structure.
Step 3: Fill in Contact Information
Complete all required fields:
Full Name
Email Address
Phone Number
Company Name (optional)
Billing Address
Why we need this: Contact information is required for billing and project communication. We’ll send your order confirmation and file delivery notifications to this email.
Step 4: Review Your Cart
On the right sidebar, review your cart showing:
Project name(s)
Division(s) selected
Pricing: $89 per division (flat rate)
Subtotal
Adding multiple projects:
Click “Add Another Project” to order takeoffs for multiple jobs at once. Each project can have different division selections.
Step 5: Proceed to Checkout
1. Verify your project names, divisions, and pricing
2. Click the “Checkout” button at the bottom of your cart
Step 6: Apply Coupon Code (Optional)
Have a discount code?
1. Enter your coupon code in the provided field
2. Click “Apply” to see your updated total
3. If you don’t have a coupon, proceed directly to payment
Step 7: Complete Payment
Payment options:
We accept all major credit cards for fast, secure processing:
American Express (AE), Visa, Mastercard (MC), Discover
To complete your order:
1. Enter your credit card details
2. Review the final total
3. Click “Complete Payment”
Step 8: Order Confirmation
After successful payment, you’ll receive:
On-screen confirmation:
Order ID (save this for reference)
Complete order summary
Project and division details
Payment confirmation
Email confirmations:
We’ll send two emails to your registered address:
1. Order Summary – All order details and Order ID
2. Transaction Receipt – Payment confirmation with transaction details
Step 9: Upload Your Project Plans
From the order confirmation page:
1. Click “Upload Project Plans”
2. Select your files (PDF, DWG, or png/jpeg)
3. Click “Upload”
File requirements:
Maximum file size: 500 MB per upload
Accepted formats: PDF, DWG, JPEG, PNG
You can upload multiple files for multi-sheet projects
Step 10: Set Up Your Account
Create your password:
1. Click “Go To Account” from the order summary
2. Set a secure password for future logins
3. Access your dashboard
Your dashboard includes:
Orders
Estimation Files
Account settings
Logout Option
Step 11: Download Your Takeoff Files
Delivery timeline:
Your files will be ready within 48-72 hours of plan upload.
What you’ll receive:
For each project, you get two deliverables:
1. Excel Takeoff File (.xlsx)
Detailed quantity takeoff – Organized by CSI division
Line-item breakdown with descriptions
Ready to import into your estimating software
2. PDF Markup File (.pdf)
Your plans with visual annotations
Shows exactly what was counted
Color-coded by division or item type
Includes notes on assumptions and exclusions
To download:
1. Go to “Estimation Files” in your dashboard
2. Find your project by Order ID
3. Click “Download” for Excel and PDF files
Step 12: Track Order Status
Check your order progress:
Navigate to “Order Details” to see:
Order status:
🔵 Processing – Estimators working on your takeoff
🟢 Completed – Files ready for download
Billing information
Project details
Step 13: Download Your Invoice
After order completion:
1. Go to your Account Dashboard
2. Navigate to “Order” or “Order History”
3. Find the completed order
4. Click “Invoice” or “E-Invoice”
Your Invoice includes:
Order ID and date
Itemized charges (projects and divisions)
Payment method and transaction ID
OSTE billing information for your accounting records
Frequently Asked Questions About Ordering
Do I need to create an account before ordering?
Can I save my cart and complete the order later?
I forgot my password. How do I reset it?
Click “Forgot Password” on the login page and follow the email instructions to reset. If you need assistance, contact our team at services@oste.ai.
When will I be charged?
Payment is processed immediately at checkout. Your card will be charged the full amount shown in your cart (including any coupon discounts applied).
Can I get a refund if I cancel my order?
Will I receive an invoice for accounting purposes?
Do you offer NET-30 or invoice-based payment terms?
A: Currently, we only accept credit card payment at checkout. For high-volume clients interested in invoice terms, please contact us at services@oste.ai to discuss options.
What if I upload the wrong plans by mistake?
A: Contact us immediately at services@oste.ai with your Order ID. If we haven’t started processing, we can swap the files. If processing has begun, you may need to place a new order.
Will I be notified when my takeoff is ready?
What if I have questions during the ordering process?
A: Our team is here to help! Email us at services@oste.ai and we’ll respond within 24 hours (usually much faster during business hours).
Can I download my files multiple times?
Do my files expire or get deleted?
Can I share my takeoff files with team members or subcontractors?
What if there's an addendum or design change after I order?
How do I know what was included vs. excluded in the count?
What happens if the plans are unclear or have conflicts?
Can I get my takeoff faster than 48-72 hours?
A: Rush services may be available depending on our current workload. Contact us at services@oste.ai before ordering to inquire about expedited turnaround and associated fees.
Does the 48-72 hour clock start when I place the order or upload plans?
Can I talk to the estimator working on my project?
For specific technical questions about your takeoff, email us at services@oste.ai with your Order ID. We’ll connect you with the right person or provide clarification directly.
Do you offer phone support?
Currently, support is handled via email for efficiency and documentation purposes. This ensures your questions and our responses are tracked with your Order ID. For urgent matters, email services@oste.ai with “URGENT” in the subject line.
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