Estimate → Build → Measure → Learn → Estimate better.
The workflow preserves the simplicity of estimating while creating a usable record of the costs, assumptions and performance that make future estimates better.
Define the estimate structure
Use bid items, work packages, cost codes, CSI, activities and areas alone or together.
Price the work
Use simple unit pricing or detailed labor, burden, equipment, material, subcontractor, crew and production build-ups.
Use company history
Reference saved estimates and comparable work with project context behind the price.
Review and finalize
Review assumptions, unusual rates, estimate versions and final pricing before the estimate becomes the bid or internal budget.
Create the field budget
Translate the estimate into manageable quantities, labor hours, equipment budgets and production targets.
Capture actual performance
Record or import completed-job costs, hours, quantities and production.
Improve the next estimate
Use completed estimates and actual performance as company-owned cost intelligence for future work.
Your company builds a cost database by doing the work it already does.
Every estimate adds pricing logic. Every completed project adds actual performance. The company's own experience becomes easier to find and reuse.
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