Estimating Overview

The steps from estimating to being awarded a project should be as follows

• Set up new project in Google Drive under “Estimating”

• Set up new project in Buildertrend with job group “Estimating”

• Develop Subcontractor bid list (if applicable)

• Send Subcontractor bid invitation email (if applicable)

• Build project schedule in Buildertrend

• Add photos into Companycam/Google Drive or Buidertrend/Google Drive

• Invite Owner to Buildertrend

• Coordinate Subcontractor project walkthrough (if applicable)

• Develop the estimating spreadsheet

• Develop the proposal

• Send proposal to client along with CU Midwest Designs insurance information etc