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Сметы и калькуляция

Write the basis of estimate

Capture the assumptions, inclusions, exclusions and qualifications behind a price and issue them with the number, so it is read in context instead of as a bare figure.

Шагов: 49 минСметный консультант / QSГенеральный подрядчикСпециализированный субподрядчик

Как это работает, шаг за шагом

4 шагов через всю платформу - что делать на каждом и почему это важно.

1

Capture the assumptions

Обоснование сметы

Record which drawings and revisions you priced, the method and programme you assumed, the ground and access you took for granted, and every gap you filled with a judgement.

Зачем: The assumptions are where the risk lives. Writing them down turns a silent bet into an agreed position and gives you the ground to stand on when the design that lands is not the one you priced.

На входеDocuments pricedInformation gapsНа выходеStated assumptions
2

List inclusions and exclusions

Обоснование сметы

Set out plainly what the price includes, what it excludes and the qualifications that condition it, so there is no doubt on either side about what was bought.

Зачем: Most disputes are not about the rate, they are about whether an item was in or out. A clear inclusions and exclusions list settles that before it becomes a variation argument.

На входеPriced scopeНа выходеInclusions and exclusionsQualifications
3

Link it to the bill

Ведомость объёмов работ

Tie the basis to the bill it explains, so anyone opening the price can read the assumptions that produced it without hunting through email.

Зачем: A basis that lives apart from the bill gets lost. Kept together, the two travel through review, award and delivery as one story about what was priced and why.

На входеBasis documentPriced billНа выходеBasis linked to bill
4

Issue it with the price

Отчёты

Issue the basis alongside the price in the estimate report, so the client reads the number and the ground it stands on at the same time.

Зачем: A number sent on its own gets treated as gospel and then disputed. Sent with its basis, it invites the right conversation about scope and risk before anyone commits.

На входеBill and basisНа выходеIssued together

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