Estimating the Project

Creating the proposal or estimate is the point at which the hammer hits the nail.

All of the hypothetical discussions you have been having with the client, all of the client’s wish lists, all of the client’s dreams are about to be subjected to the harsh realities of what you are able to do and what it is going to cost to get it done.

This process is full of danger for the budding relationship between the client and your business.

The Estimate is a critical tipping point in your business operation.

Unless you are capable of providing an estimate which

  • expresses the client’s design expectations,
  • displays your professional competence,
  • is delivered in a timely manner,
  • demonstrates your understanding of the client’s needs, and
  • and meets the client’s value requirements…

you are not going to win or deserve the business.

And all of the effort that you have made in developing your construction knowledge, crafting the right marketing message, setting up a client-centric business, building a knowledgeable crew of subcontractors, and a hundred other tasks will mean nothing.

How's that for critical?

Sections in this course include:

  • Your EstimatorPRO Toolbox
    • Navigation Tool Bar – Part 1
    • Page Tools and Add-Ins
    • Materials Database
    • Contacts Database
    • Specialty Calculators – Lumber Calculator
    • Export Estimate to Quickbooks
    • Export Purchase Order to Quickbooks
  • Setting Up the EstimatorPRO Estimate
    • Setting Up the EstimatorPRO Estimate
    • Starting a Project In EstimatorPRO
    • The Key Info Sheet
  • Pricing the Project
    • The Standard Detail Sheet
    • Completing the EstimatorPRO Estimate
  • Creating the Proposal
    • Introduction to the Proposal
    • Handling Allowances
  • Tips and Tricks To Make EstimatorPRO Work Even Better
    • Suggested Electronic File Structure
  • More Estimating Resources
    • Estimating with MS Excel
    • EstimatorPRO Users Guide


Free 3-month Access

3 months of access

This course is intended to jump start your training in EstimatorPro, usually as an adjunct to hands-on training.

Feel free to contact Dennis if you have additional questions.

If you need additional access following the three months, just register again.

Your EstimatorPRO Toolbox

Setting Up the EstimatorPRO Estimate

Pricing the Project

Creating the Proposal

Tips and Tricks To Make EstimatorPRO Work Even Better

More Estimating Resources

Scroll to Top