One way of estimating, across every team and every branch
For installation companies with an estimating department. The same starting points, the same justification, and work you can hand over to each other.
One rule, every team
An administrator switches a standard on, and new projects in every team calculate with it straight away.
Roles. Everyone their own place in the team
Who sets things up and who estimates, you decide per person. That keeps the basis everyone calculates with in good hands.
Handover. When the job is won, the justification is ready
Once the job is won, the work moves on to project management and work preparation. What was decided about the specification during estimating is kept with the project, with the reason.
- Nothing in one person's headEvery decision about the specification can be traced.
- From quote to itemProvenance for every line of the estimate.
Start small, roll out wide
No big bang. Every team that joins calculates with what the previous one already recorded.
- Step 1One teamStart with one team, with your own supplier lists and rates.
- Step 2Record standardsFixture standards and fixed choices in the knowledge base.
- Step 3ExpandFurther teams join and calculate with the same basis straight away.
Frequently asked questions
You set up one workspace with your supplier lists, standards and knowledge base. Teams work together in it.
Yes. Start with one team, and expand once the standards are in place.
Your projects, lists and knowledge base are only visible within your workspace.