Compatibility · Construction
Estimating/Bidding/Takeoffs
7 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Estimating SOPs
A written procedure manual that sets out how a construction company prepares, reviews, and submits its cost estimates and bids.
What it’s used for
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Labor rate tables
A reference sheet listing what each trade and labor classification costs per hour on a construction job, used to price bids.
What it’s used for
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Margin formulas
A reference sheet showing how markup and profit are calculated and applied when pricing construction bids.
What it’s used for
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Material cost catalogs
A priced list of construction materials used by estimators to price out takeoff quantities for bids.
What it’s used for
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Pricing sheets
A list of unit prices a contractor uses to build estimates, covering materials, labor, and equipment.
What it’s used for
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Sample bids
Example completed bid packages kept on file as reference for how a contractor prices and presents work to owners.
What it’s used for
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Vendor price lists
A supplier's list of current prices for materials, products, or equipment that estimators use to price out a bid.
What it’s used for
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