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Metal Fabrication

Automating Takeoffs

Every request for quote arrived with technical drawings that estimators had to interpret by hand: identifying every part, quantity, material, and dimension before pricing could even begin. We built an agentic AI product that extracts this information from drawings, gives estimators a structured review experience, and prepares the inputs needed to build a quote.

Users

Metal estimators

Before

5+ hrs per job

→

After

auto-extracted parts table

The problem

When a customer requested a quote, they sent an email with technical drawings and supporting files. An estimator had to separate the fabrication drawings from unrelated attachments, review each one individually, identify every unique part, and extract its quantity, material, dimensions, and specifications.

That information then had to be transferred into an estimation spreadsheet, where the estimator calculated material weight and cost, determined the right fabrication machines and labor, and assembled everything into a final quote.

The estimator's expertise was needed for pricing and production decisions, not repetitive transcription from drawings.

The product

The estimator uploads a drawing package, or forwards the request-for-quote email to a shared inbox. The system identifies the relevant drawings, extracts each fabrication item, and creates an editable takeoff table: mark ID, quantity, material grade, description, thickness, length, width, and cutouts. The estimator validates the information, corrects values, and adds anything the system missed.

AI interpreted the drawings. Deterministic shop rules calculated the quote: material weight and cost, machine selection, and labor.

01

Receive the request

A customer's quote email and its attachments are captured under a unique quote record.

02

Find the drawings

The system filters PDF and image attachments, separating drawings from unrelated documents.

03

Route by complexity

Drawings are classified as simple parts or complex assemblies and processed accordingly.

04

Extract the takeoff

The system identifies parts and extracts quantities, materials, dimensions, and specifications.

05

Validate the results

The estimator reviews an editable table, corrects values, and adds missing parts before approving.

06

Prepare the quote

Validated takeoff data feeds material, machine, labor, and pricing calculations.

Key product decisions

01

Filter before extracting

Customer emails mixed drawings with unrelated files. The system classified attachments first, so downstream agents only processed documents relevant to the takeoff.

02

Route simple and complex differently

A flat plate and a welded, bent assembly need different interpretation. Complexity classification let the workflow treat them differently instead of forcing every drawing through one process.

03

Make every value editable

Extracted values were a starting point, not a final answer. Estimators could correct fields, add missing parts, and override the system before anything entered the quote.

From Takeoff to Quote

A takeoff identifies what needs to be manufactured. A quote also has to determine what it will take to manufacture it. Once the estimator approves the extracted data, the product calculates material area and weight, cost, adjusted margin, labor and machine requirements, shipping inputs, and the final estimated quote value, using shop-specific rules to route each part to the right cutting equipment.

The product connected what the drawing specified to how the part would be manufactured and priced.

What I owned

  • Mapped the takeoff and quoting workflow with the estimation team
  • Defined Release 2 requirements across email intake, drawing classification, takeoffs, and quoting
  • Translated fabrication and machine-selection rules into product requirements
  • Designed the human-validation workflow for extracted and missing information
  • Partnered with engineering on workflow design, evaluation, deployment, and estimator onboarding

The outcome

  • Shipped an agentic AI product for extracting takeoffs from technical drawings
  • Converted drawing information into an editable, structured validation table
  • Supported manual corrections and CSV export for downstream use
  • Designed the next release around email intake and quote preparation
  • Defined how takeoff data would feed material, machine, labor, and pricing calculations