Estimating Overview

The steps from estimating to being awarded a project should be as follows

• Get Notified by Sales Rep of the need for a Proposal or Rough Estimate

• Access Lead Opportunity From Buildertrend and review all Photos, files, and docs related to the project.

• If a rough estimate is needed, develop it accordingly and provide it to sales rep

• Once a Final Proposal is needed

• Begin developing a proposal in the lead opportunity page accounting for all scopes and trades etc.

• If multiple bids and costs are required (+/- 4 or more) convert proposal into job.

• Develop a list of subs and vendors you will need to obtain bids from

• Ensure all subs you plans to reach out to for a bid are in buildertrend

• Create all bid packages within builder trend for all trades needed to track bids with needed photos, video or plans along with the detailed scope of work being requested

• Send Subcontractor bid invitations from buildertrend

• Coordinate Subcontractor project walkthroughs as needed

• As bids come in add them into the bid sections in builder trend along with the contract/estimate/proposals from the subs

• Qualify the bids or compare them to other bids to determine the cost and scope of work to be included in the Clients Proposal

• Once you find a good bid or cost to use to include into the proposal, select that one

• Develop the proposal once all line items are filled

• complete estimate pre release form

• Send proposal to client along with insurance information etc