Estimating process

A clear handoff before the first quantity is measured

The strongest estimate starts with document control, scope boundaries, and a confirmed delivery plan. The process stays visible from upload through final review.

  1. Upload the current project information

    Send drawings, specifications, addenda, bid instructions, location, requested scope, bid due date, desired delivery date, and the output format you need.

  2. Document review and quote

    An estimator checks plan completeness, trade boundaries, complexity, file access, schedule, and requested deliverables. You receive a fee and confirmed delivery date before work begins.

  3. Scope setup and takeoff

    The estimator establishes the drawing issue, scale, bid organization, alternates, allowances, and exclusions, then measures the agreed work across relevant plans, details, schedules, and specifications.

  4. Pricing and estimate development

    When cost estimating is included, quantities are extended with the agreed labor, material, equipment, vendor, regional, and commercial factors. Assumptions remain visible.

  5. Internal quality review

    The work is checked at a level appropriate to its size and complexity: quantities, scope, units, pricing, document issue, addenda, estimate structure, and required files.

  6. Delivery and questions

    You receive the agreed files and review them as part of your bid or project process. Prompt questions and agreed revisions are discussed against the delivered scope.

Document changes

Addenda and revisions stay tied to a drawing issue

Send every revision with its issue date or marker and identify the bid impact when known.

Before work starts

The newest issue becomes the quoted baseline. Superseded files should be clearly separated.

During the assignment

We review new addenda for quantity, scope, pricing, and schedule impact before incorporating substantial changes.

After delivery

Revisions outside the agreed scope may require a revised fee and delivery date. The affected estimate version remains identifiable.

Incomplete drawings

Use assumptions that match the design stage

Conceptual, schematic, design-development, and construction-document estimates should not imply the same level of certainty.

  • State the drawing stage and design issue reviewed
  • Identify missing systems, selections, details, or schedules
  • Use allowances only where appropriate and label their basis
  • Separate base scope, options, and owner alternates
  • Record unresolved questions for the next update
  • Replace assumptions with measured scope as design progresses

Turnaround

The delivery date follows the document review

Typical turnaround can be 12–24 hours, depending on project size, scope, complexity, plan completeness, and current workload.

A selected trade takeoff may fit a short window; a coordinated multi-trade estimate may not. The confirmed quote states the realistic date so your team can schedule its own review before the bid is due.

Ready for a reviewed quote?

Put your drawings in front of an estimator

Send the latest plans, scope, project location, and deadline. We’ll review the files and confirm the fee and delivery date before work begins.

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