Estimating Platform Configuration

Build estimates the same way, every time — with your cost codes, your labor rates, your markup.

The right estimating software, set up for how you actually work, not how the vendor demo showed it.

The Problem.

Most contractors who buy estimating software end up using maybe 30% of what it can do. Not because the software is bad. Because it came out of the box with generic settings that don’t match how they estimate.

So the estimator goes back to Excel. Or they use the software but build every bid from scratch because no one set up their assemblies, their cost codes, or their labor rates. The tool is running but it’s not saving any time.

We’ve seen contractors paying for a platform for two years and still doing half the work in a spreadsheet on the side.

What We Do

We configure your estimating platform so it works the way you work — not the way the manual says you should.

That means importing your actual cost codes from your accounting system. Loading your labor rates for each trade. Building your standard assemblies — the ones your estimators use on every job — so they’re dragging and dropping instead of building from scratch. Setting your markup structure so margins calculate automatically.

When we’re done, your estimator opens a new bid and the system is already set up for the type of work you do. Not a blank canvas.

What Changes

40–60% faster estimate preparation Zero spreadsheet side-builds 100% consistent process across estimators

  • Every estimator builds bids the same way, no more pricing variance between people
  • Standard jobs go together in hours, not days
  • New estimators get up to speed in days, not weeks
  • One-click proposals that look professional without manual formatting

How It Works

We start with a discovery session to understand exactly how your estimators build a bid. We map your cost codes, your assemblies, your proposal format. We configure everything before your team touches it. Then we train on real active bids, not demos. You get 30 days of support after go-live to catch anything that needs adjusting.

Who This Is For

  • You’ve bought estimating software but your team is still defaulting to Excel
  • You have more than one estimator and the numbers come out differently every time
  • Your proposals take too long to format and look inconsistent
  • You’re onboarding a new estimator and want them building bids your way from day one

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