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The estimator path

For the person who measures the plans, prices the work and sends the number — from the first sheet to the proposal.

About 35 minutes · 6 guides to read · a check of 10 questions, 8 to pass

Read, in this order

Takeoff: calibrate, measure, name sheets
Calibrate first, measure with the line you named, confirm what Find similar proposes, push when ready.
Estimate → proposal → send
Price the worksheet with Bulk edit and the catalog, push to the budget, send the proposal.
Cost catalog: first item, then the book
One price book for takeoff and the estimate — you confirm every rate.
Vendors & cost catalog: one directory, one price book
One directory of trades and one catalog feed every job.
Bid requests: packages, quotes, leveling, award
Freeze the package, level the quotes, award the whole bid or line by line.
Keyboard: search, chords, the worksheet
⌘K finds anything; the worksheet moves from the keyboard.

Try it on the sample job

The check

Ten questions on the product’s own screens; 8 right to pass. Every answer is in the guides above.

1. A sheet’s title block prints its scale. What does the scale menu do with it?

Offers that scale in one click — still yours to confirmSets it on every sheet in the set without asking youIgnores it until you draw a scale zone around each view on the sheetReads it only once the drawing set has a name

2. A detail sheet says “as indicated” — each view has its own scale. How do you measure one view?

Calibrate the whole sheet again before each viewDraw a scale zone around the view and calibrate inside itMeasure at the sheet’s scale and correct the figures by handSplit the drawing into one page per view first

3. You draw one fixture and run Find similar. What happens to the repeats it proposes?

They are written at once and marked for reviewThey go straight to the estimate as new priced linesNothing until you confirm — then they are ordinary measurementsThey replace the fixture you drew with one combined count

4. You give a roof area a pitch in Takeoff Properties. What happens to the quantity on the sheet?

It becomes the sloped area, and the plan area is droppedIt is divided by the pitch and rounded to the nearest footIt waits for a new calibration before it shows againIt stays what you drew; the sloped area shows beside it

5. After a re-measure you push to the estimate again. What happens to lines typed on the estimate by hand?

They are never touchedThey are replaced by the takeoff’s linesThey move to a new estimateThey are removed with the shapes that went

6. A worksheet line linked to the cost catalog shows “Catalog $x · Update”. What does it tell you?

The line was never priced from the catalogThe catalog’s price has moved since the line took itThe catalog item was removed from your price bookThe line is locked until an admin updates the catalog

7. You tick twelve lines and choose Bulk edit… to set one unit cost. What do you see before it writes?

Nothing — it writes to every ticked line at onceA copy of the whole estimate to compare by hand afterwardsA preview of what changes, and one Undo takes it backA note to send the client about the new unit costs

8. You paste a supplier’s product page into a draft catalog row. Who sets the price?

The average of your own past jobs for that itemA price list EstiLumina keeps for each regionThe supplier’s page, as it read at the moment of the pasteYou do — EstiLumina never invents a rate

9. You send a bid package to three trades. What happens to the package?

It is frozen — what the trades priced is what you readEach trade can edit its own copy of the drawings and specsIt changes for everyone when you change the specs laterIt closes on its own seven days after it was sent

10. On the leveling grid you award line by line to two bidders. What does the award write?

One purchase order to the lowest total, for every lineOne purchase order per bidder, each with the lines it wonAn invoice to each trade for the lines it was awardedNothing until you retype the awarded lines as orders

0 of 10 answered