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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

    Select & Order

    Choose your divisions
    $89/division

    Upload Plans

    Upload Plans

    Send us your drawings
    Up to 500MB

    We Process

    We Process

    AI + estimator review
    48-72 hours

    Download Files

    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

    Screenshot-1
    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.

    Screenshot 2
    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.

    Screenshot-3
    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.

    Screenshot 4
    Step 5: Proceed to Checkout

    1. Verify your project names, divisions, and pricing

    2. Click the “Checkout” button at the bottom of your cart

    Screenshot-5
    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

    Screenshot-6
    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”

    Screenshot 7
    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

    Screenshot 8
    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

    Screenshot-9
    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

    Screenshot 10
    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

    Screenshot-11
    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

    Screenshot 12
    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

    Screenshot-13

    Frequently Asked Questions About Ordering

    No. An account is automatically created when you place your first order. You’ll set your password after checkout to access your dashboard, track orders, and download files.
    Currently, carts are session-based. We recommend completing your order in one session. If you need to pause, you can always return to the pricing page and rebuild your selection-it only takes a few minutes.

    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.

    Payment is processed immediately at checkout. Your card will be charged the full amount shown in your cart (including any coupon discounts applied).

    Please refer to our Terms & Conditions page for our complete refund policy and cancellation terms.
    A: Yes. After order completion, you can download a detailed invoice/receipt from your account dashboard under “Billing” or “Order History.” This includes all transaction details for your records.

    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.

    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.

    Yes. You’ll receive an email notification when your files are ready for download. You can also check your account dashboard anytime to see real-time order status.

    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).

    Yes! Your completed takeoff files (Excel and PDF) remain accessible in your account dashboard indefinitely. You can download them as many times as needed.
    No. All completed takeoff files remain in your account permanently. You can access past projects anytime by logging into your dashboard.
    Yes. Once downloaded, you own the files and can share them as needed with your team, subs, or clients. The files are standard Excel and PDF formats.
    Addendums or design revisions require a new takeoff order, as they represent different scope. Upload the revised plans as a new project and reference the original Order ID in the project name for our team’s context.
    The PDF markup file shows exactly what was counted with visual annotations. The Excel file includes notes on assumptions and exclusions. If anything is unclear, our estimators document their interpretation based on the plans provided.
    Our estimators will note any ambiguities, conflicts between drawings and specs, or missing information in the deliverable. We’ll provide counts based on reasonable assumptions and clearly document them so you can clarify with your design team.

    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.

    The turnaround time starts when you upload your project plans, not when you place the order. Make sure to upload plans immediately after checkout for fastest delivery.

    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.

    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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