Build your construction estimating software.

How to build your construction estimating software

1. 1

   Describe the job

   Build construction estimates with clear quantities, unit rates and exclusions.

2. 2

   Review the first version

   Choose how the estimator records the scope and how the quantity reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your construction estimating software

• Keep the scope in context

  Keep scope, quantity, unit rate, assumption, exclusion and estimate version together so the next person can understand the request or record.

• When the next step needs a decision

  An estimate multiplies a unit rate by a quantity expressed in a different unit. Flag the mismatch before reviewing the proposed total.

• Keep estimate version visible

  Keep changed assumptions attached to a new estimate version.

• Choose what each person needs

  Give the estimator a working view and the quantity reviewer a review view. Keep scope and quantity attached to the decision as the work moves between them.