Delegate takeoff

Sometimes the person doing the takeoff on a tender is not on your Estimator+ account at all — a casual quantity surveyor, someone helping out on a busy week. Delegate takeoff gives them a link instead of a login.

Creating a link

From the Project drawer, choose Delegate takeoff. Give the link a worker's name and a due date, and it creates a link for that person. Each link is named and due-dated, so the timeline stays legible if you are running more than one worker on the same job.

Create one link per worker — everyone doing takeoff on the tender gets their own.

What the worker sees

They open the link with no account and no login. It puts them straight into the takeoff canvas for that tender, where they can measure and build up the ledger, with nothing else in the app exposed to them.

The first time a worker opens their link, a short guided tour walks them through the canvas — the tools, how to measure, the basics of what they are looking at — so they can get started without needing you to explain it first.

Managing links

Back in the Delegate takeoff panel, every open link is listed with the worker's name and its due date. You can copy a link again to resend it, or revoke it to end that worker's access right away — useful if a link was sent to the wrong person, or the work is done early and you want to close it off.

There is a cap on how many links can be open on one tender at a time; once you hit it, revoke one of the existing links to free up a slot for a new worker.

Where this sits next to live collaboration

A delegated worker is doing the same kind of real-time work described in Live collaboration — their measurements and ledger entries appear for everyone else in the tender as they go, the same as any other collaborator's would.