Accuracy Principles
The foundation of professional estimating is accuracy. A 5% error on a $500,000 project means $25,000 in potential losses. Here's how to maintain precision.
Measure Twice
- • Always verify takeoff quantities
- • Cross-reference with plan scale
- • Check perimeter vs area calculations
- • Verify penetration counts
Document Everything
- • Save all calculation sheets
- • Note assumptions made
- • Record material selections
- • Track spec requirements
Pro Tip: Keep a running log of estimate accuracy. Compare your estimates to actual project costs to identify systematic errors.
Workflow Optimization
A structured workflow reduces errors and speeds up the estimating process. Follow this proven sequence:
Bid Review
Read specs completely, note key requirements, identify scope
Plan Analysis
Review all sheets, identify roof areas, note details
Takeoff
Measure quantities using Bluebeam or similar tools
Pricing
Apply material costs, labor rates, equipment needs
General Conditions
Add overhead, mobilization, supervision
Review & Submit
Quality check, management review, submit bid
The Power of Checklists
Professional estimators never rely on memory alone. A comprehensive checklist ensures nothing is missed.
Essential Checklist Categories
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Get Checklist - $29Common Mistakes to Avoid
Forgetting Labor Burden
Always include taxes, insurance, and benefits on top of base wages. Burden typically adds 35-50% to labor costs.
Ignoring General Conditions
Supervision, equipment, temporary facilities, and overhead must be included. These can be 10-15% of the job.
Underestimating Waste
Different materials have different waste factors. TPO might be 5-8%, while shingles can be 10-15%.
Not Reading Specs Carefully
Specifications often contain requirements that significantly impact costs. Read every word.
Assuming Conditions
When information is unclear, ask questions. Never assume the cheapest scenario.
Quality Assurance Process
Every estimate should go through a structured review before submission:
- 1.Self-Review - Check all math, verify quantities against plans
- 2.Peer Review - Have another estimator spot-check key quantities
- 3.Management Review - Final approval on pricing and strategy
- 4.Post-Submit Review - After results, compare to winning bid if possible
Essential Tools for Estimators
Bluebeam Revu
Industry-standard for digital takeoffs and plan markup
Excel Templates
Structured spreadsheets for pricing and recaps
Aerial Measurement
EagleView, Pictometry for remote measurements
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