software module with database
- The Standalone Estimating software module is a powerful estimating program (not a spreadsheet) which will help to standardize your
estimating, eliminate the tedious task of extending and summarizing totals, and
in addition, analyze cost and labor units.
- The construction estimating software program may be used to estimate commercial, industrial, institutional construction projects or manufacturing
costs. Takeoff are done using normal methods and entered into the estimating software
program without adding totals first.
- The number of Estimates you may establish is unlimited as are the number of take off
products you may place into each estimate.
- Distribution breakdown by job phase and sub-division (job sub-phase)
of takeoff products within any estimate is unlimited and are all user definable.
- On screen estimate inquiries include pop-up window selection of estimates for viewing,
editing and entry of takeoff products.
- Control is maintained by the estimator over unit costs, labor units and labor factors,
overhead and profit.
- Quick changes may be made without the need to recalculate extensions, supplier
discounts, overhead, profit, bonding, etc.
- Each estimate master contains the following details:
- An estimate number of up to 8 alphanumeric characters
- A description of the estimate
- Number of units, such as, for example, square feet, meters, suites, etc.
- Unit description
- Estimate type, such as, for example, commercial, residential, industrial, manufacturing,
- Construction Starting date
- Scheduled Completion date
- Client Name including:
- Business phone number
- Cellular number
- Residence phone number
- Fax number
- Tender Due date
- Estimator name
- Bond Required
- Labor Units used in this estimate represent:
- Quoted amount
- Contract details (Contract Amount, Date and Contract number) if estimate is accepted
Master Item Cost Database
- A database of cost products may be built without limitation to the maximum number
of products the database may contain. Takeoff products may consist of actual products
to be used in the estimate, contractor or sub-contractor quotations, supplier quotations,
- Takeoff Items in the master database may be:
- Displayed in a pop-up window for editing or selection into an estimate.
- Added to as required without limiting the number of products the database may hold.
- On an Item by Item bases.
- Make bulk global changes for all products within a
specified Class (category).
- From supplier or manufacturer supplied CSV or ASCII file (requires optional Import
- Deleted if not required.
- Standard industry coding may be used in the construction cost estimating software
module to identify products or defined by the estimator. Each product may consist
- A Product ID of up to 20 alphanumeric characters and a description to 45 characters.
- 3 costs per product (useful when pricing change orders)
- 5 labor units per product allowing for various levels of installation difficulty.
- Separate conversion factors may be used on a per product bases for cost and labor,
to convert, for example, feet to meters, meters to feet, yards to meters, etc..
allowing for standard published costs and labor units to be used without having
to convert take-off units.
- The factor may also be used as a waste factor, for example, use 1.05 to allow for
a 5% waste.
- Takeoffs are entered into the estimate on a line by line bases. Each takeoff line
(in addition to takeoff item, quantity, cost and labor details) can track additional
details in the takeoff:
- Takeoff Line Number
- Change Order #
- Job Phase ID
- Sub Phase ID
- Drawing #
- Detail # from Drawing
- Floor #
- Room #
- When printing or viewing a detailed takeoff report for the estimate, the report
or view may be sorted by any of the above details making it easy to identify various
sections of the takeoff either for corrections or verification of the takeoff.
- At time of entering takeoff products into an estimate,
the estimator has a choice
of using one of the cost columns 1, 2 or 3 as established in the Master Item Cost
database, or override the cost for special, or quoted costs.
- When overriding established costs, the estimator has the option of entering a cost
per unit, or total costs for the takeoff product and quantity entered.
- A special code may be used to indicate that the takeoff product(s) is supplied
- For the labor component, the estimator has a choice of using one of the labor columns
1, 2, 3, 4 or 5 as established in the Master Item Cost database, or override the
cost for special, or quoted costs.
- When overriding established labor units, the estimator has the option of entering
a labor unit for the takeoff quantity measure, or total labor for the takeoff product
and quantity entered.
- A special code may be used to indicate that labor is supplied by others.
- The estimate take-off may be broken down into as many divisions (job phases) and
sub-divisions (job sub-phases) as the estimator defines. Divisions may represent
trades, contracting out, sections of work, shop work, field work, supervision, or
whatever the estimator defines. Divisions are pre-defined globally and do not have
to be defined on an estimate by estimate bases. Once defined they are available
to all estimates.
Overhead / Profit Margins
- Separate overhead and profit margins are maintained for each estimate, and each
change order within an estimate.
- Different overhead and profit margins may be applied to:
- Subtrade, subcontractor
- Changes to an estimate may be made at any time and as often as required. To keep
track of changes to an estimate, the date and time of any changes made are recorded.
- Supplier discounts are maintained by Class (Category). Using discounts by class allows for
maintenance of costs using standard supplier pricing for products in the product
master database, eliminating the need to manually convert published pricing to net
costs, and also allowing for quick and easy last minute changes to net costs just
before submitting final tenders.
Estimating Change Orders
- Change orders may be priced using regular supplier pricing with or without discounts,
or by using special discounts for change orders, all without changing the change
order takeoff, or pricing in the master cost product database.
- Separate overhead and profit margins are maintained for each change order
(rather the ones used in the original estimate).
- Change orders may be printed in detail or in summary format
with options to suppress
the printing of unit costs, labor units, line totals, etc. Often breakdowns are
required by the owner, architect or consultant and these options allow for varying
degrees of detail to be printed based on what you wish to show, or not show, in
the breakdown of an estimate change order.
- The Assemblies option may be used to create assemblies from any number of products
(components) from the master product database. Entry of an assembly into the estimate
will automatically place all of the required components into the estimate complete
with pricing and labor units from the master takeoff product database.
- Cost levels may be predefined, for each of the components in the assembly, by one
of 3 cost levels.
- Labor units may be predefined, for each of the components in the assembly, by one
of 5 levels of installation difficulty.
- The estimating software module has numerous reports and each may be
printed with or without suppliers discounts or taxes and reprinted with a different
supplier discount all without changing the estimate (important when printing out
- Various details may be suppressed, such as, for example, costs and extended costs,
when printing the estimate in case a copy of the takeoff must be provided to 3rd
- Retains full detailed history of takeoff.
- A detailed takeoff report may be sorted by any of the takeoff details making it
easy to identify various sections of the takeoff either for corrections or verification
of the takeoff.
Bill of Material
- From the construction estimating software module a bill of material may be printed
with, or without estimated costs ready to fax to suppliers to obtain quotations.
Great time saver when quotations are needed, either before or after tendering an
- Options available allow a bill of material to be broken down by:
- Material Class or Category
- Drawing number
- Subdivision or subtrade
- Change Order number
- A comprehensive takeoff audit trail is maintained indicating details such as, for example,
drawing number, reference, job phase, sub-phase, take off sequence line number,
date & time of takeoff entry, date and time takeoff sequence line number has
- Full detail is kept for each estimate for as long a period as the user wishes to
keep an estimate on file.
Pricing, additional details and ordering