Project information
Estimating workflow
Organize
Capture the job data: drawings, fixture counts, pipe quantities, exclusions, alternates, and proposal number.
Optimize
Apply company labor units, material multipliers, production factors, and markups before the number becomes a promise.
Scale
Compare estimated hours to actual hours, save the lesson, and feed the next bid before the same mistake shows up with a new project name.
Proposal-ready
Turn the estimate into a clean scope, total price, alternates, exclusions, terms, and acceptance block.
Pipe material + labor takeoff
Built with a legacy unit-price structure: system, size, material cost, PHCC labor, adjusted labor. Update multipliers and rates to match today’s shop book.
| System | Size | Description | Qty | Unit | Mat $/Unit | Labor Hrs/Unit | Factor | Material | Hours |
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Plumbing fixture counter
Fixture labor is split into phases so a water closet is not treated like one magic line item. Rough, test, set, final, punch — the field has to visit more than once.
| Fixture / Assembly | Qty | Rough Hrs | Test/Insp. | Set/Trim Hrs | Final/Punch | Mat Allow. | Material | Hours | Unit Price (F&I) | Install-Only | Customer Supplies | Line Total |
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Unit-priced rows: cost = qty × the unit price (or the install-only price when Customer Supplies is checked), fed straight into direct cost — no material multiplier, no labor burden on top. Hours on unit rows still feed the schedule; cost uses the unit price, so labor is never double-charged. Rows without a unit price use the hours + material build-up as before. Starter unit prices are editable per row — adjust them to your market.
Labor, material, overhead + profit
Add alternates + owner options
Pick a professional alternate from the dropdown, click Add Alternate, then edit the labor, material, sub/other, or lump-sum amount to fit the actual job. Water Management Plan and Water Demand / Right-Sizing Review are built in as one-click options.
| Type | Category | Description | Labor Hrs | Material | Sub/Other | Lump Sum | Price |
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