01The short version
The app opens your plans in your browser. To recognize devices, it sends images of the sheets to Anthropic's Claude AI, through our server. When you save, the project goes into your Perfect Takeoff account so you can reopen it anywhere. That includes the PDF, the devices, your prices and your quote.
Your account is walled off from every other account. Nobody else sees your projects unless you share a link or join a team. We never use your drawings or bids to train AI.
02Where each piece of your data lives
| Your data | Where it goes | What that means |
|---|---|---|
| Your PDF plan set, while you work | Your browser | Opened and drawn in your browser with pdf.js, the open-source engine that ships in Firefox. |
| AI device recognition | Our server → Anthropic | Images of plan sheets go to our server, which checks your sign-in and plan, then on to Anthropic's Claude API. The recognized devices come back. We keep no copy of the images, and Anthropic's commercial terms do not allow it to train on them. |
| Your takeoff, BOM & quote | Your browser | Counts, bill of materials, labor and pricing are calculated in your browser. |
| Saved projects | Your account (cloud) |
Stored in your account when you save, with a copy in your browser:
.ptproj file whenever you want.
|
| Account & billing | Supabase · Stripe | Supabase handles sign-in and your plan. Stripe, through Link, handles checkout and your card. We never see or store your card number. |
| Share links | Public to the link | A copy of the proposal you share, which anyone with the link can open until it expires (at most a year after you make it) or you stop it, at any time. Stopping a link deletes the copy. |
03How it is protected
- Encrypted in transit. Every connection to the app, our server and storage uses HTTPS.
- Walled off by account. The database enforces row-level rules, so a signed-in account can read only its own projects and files. The only exceptions are a team you have joined (read-only) and share links you created.
- No keys in your browser. The AI key lives on our server. Our server checks your sign-in and plan before any AI request goes out.
- Passwords are handled by our sign-in provider and stored hashed. We never see them.
- Share links use a long random id that can't be guessed. It sits after the
#, so it never appears in a web address our host logs. The shared proposal runs no scripts, and the page is not indexed by search engines and sends no referrer.
04The questions buyers ask
Saved projects are, in your account, so you can open them on any computer. They are walled off from every other account. Deleting a project moves it to the Pipeline's Deleted view; deleting it for good from there removes it and its stored PDFs.
No. We don't train on your data, sell it, or share it, apart from the providers listed on the Privacy page that run the service.
Only if you are allowed to share those drawings with a third-party cloud service and an AI provider. Plan images go to Anthropic for recognition, and saved projects are stored in the cloud. For classified, controlled or otherwise restricted sets, don't upload them. Ask us first if you are unsure.
Your projects stay in your account, and you can export them as .ptproj files. If you want everything deleted, email us and we will remove it.
No. We are a small, young company, and we don't claim certifications we don't have. If your procurement process needs a security questionnaire answered, send it to us and we will answer it plainly.
05Teams & sensitive work
When a rep joins a team, the team's manager can read that rep's projects, including prices, but cannot change them. Only the rep can accept an invitation, and they can leave at any time.
If your organization has specific data-handling requirements, tell us what they are, and we will tell you honestly whether Perfect Takeoff meets them.
06Where to go next
For what we collect, how long we keep it, and how to have it deleted, see the Privacy page. The rules for using the service are in the Terms of Service. To see what the app produces, walk the sample takeoff.