Estimating

Takeoff modules turn a run, a fixture or a panel into priced material lines and labor hours, filed under the estimate’s sections. The summary carries them to a bid.

The platform - now showing Estimating

A takeoff entry

A Conduit entry carries the run, the conductors with their colors from the system voltage, and everything the run needs to be installed: couplings by stick length, connectors, straps by spacing, pull boxes, field-bent elbows, the wire-pulling setup, pulling heads and lubricant. The modules, tied to the plan.

Stinger Pro screen: Conduit entry #9, SVC-1: 2″ EMT, 76.7 ft, two parallel conduits; four 3/0 AWG and a 4 AWG ground; 15 ft make-up.
Conduit entry #9, SVC-1: 2″ EMT, 76.7 ft, two parallel conduits; four 3/0 AWG and a 4 AWG ground; 15 ft make-up.
Stinger Pro screen: The lower half of the same entry: hardware counted per strap and per box, couplings figured at one per 10 ft stick, the strap type and spacing, pull boxes and the support assembly.
The lower half of the same entry: hardware counted per strap and per box, couplings figured at one per 10 ft stick, the strap type and spacing, pull boxes and the support assembly.

The bid summary

Labor and burden, material, quotes and tax, equipment, non-productive labor and travel, overhead, profit and bond, to the grand total and the quoted price. Two charts: the cost by takeoff module, and each part’s share of the total price. Crew duration is worked for crews of two to ten.

Stinger Pro screen: The Summary tab for 2601: material $26,511.58 and 559.68 labor hours to a grand total of $97,234.77 and a quoted price of $97,200.00; the tax and markup rates; the crew’s composite rate of $43.25 an hour; 4.7 weeks at a crew of three; the two charts; the Module Sell Totals that become the schedule of values; and the Audit Trail below.
The Summary tab for 2601: material $26,511.58 and 559.68 labor hours to a grand total of $97,234.77 and a quoted price of $97,200.00; the tax and markup rates; the crew’s composite rate of $43.25 an hour; 4.7 weeks at a crew of three; the two charts; the Module Sell Totals that become the schedule of values; and the Audit Trail below.
Drawing the program wrote: The Bid Summary the program printed: labor hours, rate and cost, material, equipment, non-productive labor and travel, taxes and insurance, prime cost, overhead, profit, bond, the grand total and the quoted price.
The Bid Summary the program printed: labor hours, rate and cost, material, equipment, non-productive labor and travel, taxes and insurance, prime cost, overhead, profit, bond, the grand total and the quoted price.

How overhead is figured

One method: overhead is a percentage of the prime cost — loaded labor, material, quotes, sales tax, equipment, non-productive labor and travel, with general liability insurance and the city business tax. Profit and the other fee are percentages on the same base. General liability, the city business tax and the bond are each a percentage of the final total, so the total is solved for them rather than added on. The Summary shows gross margin and markup side by side.

The rates are set on the Summary’s Tax & Markup panel or in Settings. A Global Price Adjustment raises or lowers the material or labor of one estimate by a percentage, and saves with it.

The Audit Trail and the rollout

Every entry, with its hours, labor, material, quote, combined cost and extended sell, under the estimate. Edit Source reopens the module an entry came from. Substitute rebuilds selected entries with a different wiring method. Move…, Copy… and Delete… work on the entries checked; Filter Sections… narrows it; ⇲ Detach opens it in its own window.

Stinger Pro screen: The estimate for 2601: the takeoff modules across the top and the Audit Trail below — fourteen entries, each with its section, name or tag, hours, labor, material, combined cost and extended sell; the totals line reads $26,512 material, 559.7 hours, sell $97,235.
The estimate for 2601: the takeoff modules across the top and the Audit Trail below — fourteen entries, each with its section, name or tag, hours, labor, material, combined cost and extended sell; the totals line reads $26,512 material, 559.7 hours, sell $97,235.

Export Excel… writes every column, with a Problem column that marks a line whose part disagrees with the catalog or has no catalog number. The Audit Trail report prints in a rollout with every column, each entry closed with its totals and the job closed with a job total. Extended Sell Break Out prints each entry’s share of the bid, adding up to the bid total, for pricing a scope change.

Report page the program wrote: Page 1 of 5
Page 1 of 5
Report page the program wrote: Page 2 of 5
Page 2 of 5
Report page the program wrote: Page 3 of 5
Page 3 of 5

The Audit Trail rollout the program printed for 2601: each entry’s lines with catalog number, quantity, hours, labor, unit price, material, combined cost and extended sell, and the entry’s total.

Drawing the program wrote: The Extended Sell Break Out the program printed: each entry’s hours, combined cost and extended sell, adding up to the bid total.
The Extended Sell Break Out the program printed: each entry’s hours, combined cost and extended sell, adding up to the bid total.

For the supplier

The Feeder Cut Order lists each feeder’s conductors by reel: one reel for each parallel set, each conductor with its size, color and length. A note to the supplier heads it. The Supplier List is one combined list of the job’s material, by description, catalog number, UPC and quantity, to Excel or CSV.

Drawing the program wrote: The Feeder Cut Order the program printed for SVC-1: REEL 1 OF 2 and REEL 2 OF 2, each with phases A, B and C in 3/0 AWG brown, orange and yellow, the 3/0 neutral in gray and the 4 AWG ground in green, 91.7 ft each — the run plus 15 ft of make-up.
The Feeder Cut Order the program printed for SVC-1: REEL 1 OF 2 and REEL 2 OF 2, each with phases A, B and C in 3/0 AWG brown, orange and yellow, the 3/0 neutral in gray and the 4 AWG ground in green, 91.7 ft each — the run plus 15 ft of make-up.
Drawing the program wrote: The Supplier List the program printed for 2601: one list for the job — 2,300 ft of #10 and 9,500 ft of #12 THHN, the EMT, fittings and panels — by description, catalog number, UPC and quantity.
The Supplier List the program printed for 2601: one list for the job — 2,300 ft of #10 and 9,500 ft of #12 THHN, the EMT, fittings and panels — by description, catalog number, UPC and quantity.

What Has No Price lists every line on the takeoff with no price, no hours or a quote not yet in, so a zero is found before the bid goes out.

Report page the program wrote: What Has No Price, as the program printed it for 2601: three lines with no price — the field-bent elbows, a strap and the disconnect’s switch — and nine with no labor, among them the GFCI receptacles and the busway parts.
What Has No Price, as the program printed it for 2601: three lines with no price — the field-bent elbows, a strap and the disconnect’s switch — and nine with no labor, among them the GFCI receptacles and the busway parts.

Switchgear, panels and lineups

Two questions open the right screen: what kind of gear, and whether to describe it for a quote or pick catalog parts. Guided questions narrow the catalog and show how many parts still match.

Stinger Pro screen: New switchgear entry: load center, panelboard, switchboard or switchgear sections; described for quote or picked from the catalog; walked through or typed.
New switchgear entry: load center, panelboard, switchboard or switchgear sections; described for quote or picked from the catalog; walked through or typed.
Stinger Pro screen: Switchgear / Panel Takeoff, described for quote: “8 attributes still needed”, each with what it changes, and a row per breaker size with Fill breakers from panel schedule…
Switchgear / Panel Takeoff, described for quote: “8 attributes still needed”, each with what it changes, and a row per breaker size with Fill breakers from panel schedule…

A lineup is built section by section — pull, meter, meter/main, main, distribution — with the end it starts from, where the ground fault and surge protection sit, and labor for each section. Breakers are assigned to the section they go in. A panel schedule can be read from the drawing PDF into the breaker grid, and the interrupting rating is read from the catalog number in the breaker picker. Described-for-quote gear is not marked ready until every attribute a vendor needs is filled in.

Quotes

A quote matrix for each package, one column per vendor. The lowest price on each line is selected; check another to override it.

Stinger Pro screen: The Gear package for 2601: four lines, three vendors, the lowest price on each line selected, $8,500.00 in total.
The Gear package for 2601: four lines, three vendors, the lowest price on each line selected, $8,500.00 in total.

Import vendor quote (PDF) reads the lines from a vendor’s quote and keeps the original with the job. Generate RFQ (PDF) and Generate RFQ (Excel) write the request.

Stinger Pro screen: Export to Supplier Cart: the project’s material list for Rexel or Elliott Electric, or as a generic list of quantity, part number and description.
Export to Supplier Cart: the project’s material list for Rexel or Elliott Electric, or as a generic list of quantity, part number and description.

Labor

Hours come from the catalog row or the Labor Matrix, and each line records which. Gear labor follows the gear’s attributes.

Stinger Pro screen: Labor Matrix — install time by raceway, role and size: rigid conduit by trade size, per foot for the conduit and per each for the fittings, every default figure marked.
Labor Matrix — install time by raceway, role and size: rigid conduit by trade size, per foot for the conduit and per each for the fittings, every default figure marked.
Stinger Pro screen: Assembly labor rates: base hours by class of gear, and the adders for voltage, main, enclosure, mounting and spaces.
Assembly labor rates: base hours by class of gear, and the adders for voltage, main, enclosure, mounting and spaces.

Catalog and pricing

A supplier’s price file updates the catalog. Rows are matched by UPC, then manufacturer and catalog number, then catalog number, then description with the trade size required to match. The result is previewed before anything is written, and labor is never changed by a price update.

Stinger Pro screen: Catalog reports: what is in the catalog, by category, with each category’s share.
Catalog reports: what is in the catalog, by category, with each category’s share.

Wire Price Update reads a wire price sheet PDF and applies a distributor multiplier and a cushion percentage. The program reads text in the PDF; it does not scan images.

Reports

Each report opens as the PDF it will print. Options re-draw it; Excel is made from the same report. Print a batch… prints several as one PDF or a folder of files.

Stinger Pro screen: The Reports tab: Audit Trail, Extended Sell Break Out, Bid Extension, Bid Summary, Material List, Supplier List, Feeder Cut Order, What Has No Price, Proposal Letter and Bid Detail, and the Change Log.
The Reports tab: Audit Trail, Extended Sell Break Out, Bid Extension, Bid Summary, Material List, Supplier List, Feeder Cut Order, What Has No Price, Proposal Letter and Bid Detail, and the Change Log.