Check an estimate before you send it
Put a priced bill through the validation rules, clear every warning and error, then export…
Build a burdened crew rate from what you actually pay, add your own material and equipment prices, let waste and coverage turn quantities into purchases, and combine them into assemblies that reprice themselves when a rate moves.
5 steps across the platform - what you do at each one, and why it matters.
Enter the base wage for each trade you employ, then add the burden that rides on it: payroll taxes, workers compensation, liability insurance and any fringe you pay. Group the trades into the crews you actually dispatch, so a rate describes a truck that shows up rather than one worker in isolation.
Why: An unburdened wage understates the cost of an hour by a margin large enough to lose a job on, and it is the single most common reason a bid that looked profitable was not. Burden also varies more than people expect between states and trades, which is exactly why your own figure beats a published one.
Load the material and equipment prices you have evidence for, from supplier quotes and the purchase orders you already placed, and keep the source and the date on each one rather than entering a bare number.
Why: A price with a source can be defended in a bid review and updated when the quote expires. A price without one is a number somebody typed, and within a year nobody on the team will know whether it is still true or who to ask.
Set the waste allowance and the coverage rate per material, so a measured area becomes the number of units ordered, rounded the way the material is actually sold.
Why: Takeoff measures the building; the invoice measures what was delivered, and the two are never the same number. Keeping the allowance explicit per material means the difference is a stated assumption somebody can argue with, rather than a pad hidden inside a unit rate.
Combine the crew rate, the production rate and the materials into an assembly for the work you do repeatedly, keeping labor, material and equipment as separate components rather than collapsing them into one figure.
Why: Two things follow from the split. When a wage or a supplier price moves, every assembly built on it reprices without anyone reopening old estimates, which is the difference between a rate base and a spreadsheet. And where a contract asks for the cost broken into labor, material and equipment, as federal work commonly does, the breakdown already exists instead of being reconstructed under deadline.
Track how your own rates have moved over time and carry them forward to the bid date, and where the work runs long, forward again to the midpoint of construction rather than pricing everything at today.
Why: A rate base decays quietly. Nobody notices a catalogue is eighteen months old until the material arrives at a different price, and by then the number is in a contract. Escalation applied as a visible step is a decision the reviewer can check; escalation applied by feel is a guess nobody can find later.
Put a priced bill through the validation rules, clear every warning and error, then export…
Pull priced items from a real cost database, build the bill from them, bundle recurring bui…
Turn a single-point estimate into a range, run a Monte Carlo over the genuinely uncertain l…