Sharing takeoffs and view links

When a project lives in the cloud, more than one person can work with it — safely, without overwriting each other.

Viewers and editors

Share a project by email and pick a role:

• Viewer — can open and browse the takeoff but not change it.
• Editor — can make changes, one editor at a time (see check-out below).

Any project member can add people.

One editor at a time (check-out)

To avoid two people saving over each other, editing uses check-out: an editor checks the project out to make changes, and turns it in when done to release it. The lock holds while you're active and expires after about 30 minutes of inactivity, so a project never stays stuck if someone walks away. (Admins can force a turn-in if needed.) When the project frees up, anyone waiting is notified that it's available.

View-only links — no sign-in

Sometimes you just need to show a takeoff to someone who isn't a CountTooling user — a GC, an owner, an inspector. A view link does that:

• Create the link from the Share panel and copy the URL.
• The recipient opens it, enters their email (gated to your allowed domain), and views the plans — no account required.
• Each link has an access log, and you can revoke it anytime.

View-link visitors also get the Hide marks toggle, so they can read the bare drawing and flip the takeoff back on as needed.

Your work is saved as you go

Whether or not a project is shared, CountTooling auto-saves every few seconds with local backups, and — once you've loaded a project in the installed app — keeps working even without a connection, syncing back up when you reconnect.