Creating an Estimate Check-list

This is a check-list for creating an Estimate.

Estimate and Take-off

• Created new Estimate within applicable Project 
• Have an Own take-off, take-off done by a merchant or Quantifier service
• Imported template (Own take-off)
• Imported materials (Merchant take-off)
  • Please note: You do not have to have a take-off to create and start pricing an estimate.

Edit Resources

• Confirmed all flat rate settings are correct

Materials 

• Confirm that the Material Qty is correct and make any changes to the Build Qty
• Tick out any sections that will be supplied by a subcontractor 
• Wastage added
• All manually added items have been added to the applicable subheadings

Labour 

• Correct flat rate has been selected for each section of the build 
• Reprice With Latest Labour Factors Button has been clicked 
• Outstanding Labour Factors have been populated using the Labour Factor Table or the Own Labour Estimate 
• Degree of Difficulty has been applied 
• Tick out any sections that will be supplied by a subcontractor 

Misc Templates 

• Applicable Misc templates have been added 
• Quantities populated 

Subcontractor Quotes

• Subcontractor entered 
• Dollar value populated 
• Quote ticked in 
• Notes added to all subcontractors quotes 

Sums

• Applicable sums added
• Notes populated 
• Dollar value populated 

Overhead Templates 

• Applicable Overhead templates have been added
• Quantities populated 

Totals Page 

• Added your Mark-up/Margin to each section 
  • Materials/Labour/Misc subcontractors/Plant/Subcontractors/Sums
• Final contingency sum added if applicable 

Export 

• Logo added
• Quote Introduction populated 
• Layout confirmed 
• Show or Pro rata Mark-up/Margin
• Additional notes populated 
• Exported 
• Sent to client