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 the link for that person. A tender holds up to three links at once, one per worker — so a big takeoff can be split between people, and each named, due-dated link is the record of who holds a piece of it.

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 the link

Back in the Delegate takeoff panel, each open link is shown with its worker's name and due date. You can copy a link again to resend it, or revoke it to end that worker's access right away — useful if it was sent to the wrong person, the work is done early, or you want to hand their piece to someone else. Revoking is also how you free a slot when all three are in use.

While workers have their links open, they appear in the top bar of the tender for everyone in your company — same as any colleague working in the job.

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.