Materials Takeoff & Wholesaler Orders

Turn approved job scopes into accurate, submitted purchase orders without a single spreadsheet or phone call.

48 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Materials takeoff from blueprints is a manual, time-consuming task that requires careful counting of electrical components and repeated reformatting for multiple wholesalers. Errors in counting or ordering delay jobs and waste budget.

Automation extracts materials directly from blueprints using computer vision, calculates order quantities against live inventory, and formats orders for each wholesaler automatically. Orders are sent instantly and logged, freeing the team to focus on installation.

Key features
Extract materials from blueprints automatically using computer vision and OCR
Count wire gauges, conduit, breakers, outlets, and fixtures without manual review
Cross-reference inventory levels and calculate net order quantities in real time
Format orders for multiple wholesalers using their unique templates
Route orders to the correct supplier and log them in your tracking spreadsheet
Flag ambiguous blueprint sections for supervisor review before ordering

How The Automation Works

The full workflow, from trigger to completion.

1. Blueprint Uploaded or Receivedtrigger

A new blueprint file arrives in the job email inbox or is uploaded. The automation detects the file and extracts the job ID and blueprint content.

2. Extract Materials from Blueprint

The automation analyzes the blueprint image or PDF and automatically identifies and counts all electrical materials: wire, conduit, breakers, outlets, switches, and fixtures. The extracted list is formatted as a structured data table.

3. Query Stock Levels

The automation looks up current inventory and to determine stock on hand for each material.

4. Calculate Net Order Quantities

The system subtracts stock on hand from the takeoff count and applies a configurable waste factor to determine the final order quantity for each material.

5. Route and Format Orders

The automation splits the order list by wholesaler, applies each wholesaler's unique format template, and prepares three separate order documents ready to send.

6. Send Orders via Email

The automation sends the formatted orders to each wholesaler's email address with the job reference and delivery address included.

7. Log Order and Notify Team

The automation records the order details, updates with the purchase order, and sends a notification to the job foreman with the order summary and expected delivery date.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
48hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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