Estimating


#1

Anyone use estimating software?


#2

Hi,

We use Contracker.


#3

Paper and a pencil here


#4

paper, pencil, calculator, digital camera and some satellite imagery to help prequalify.


#5

Hi Marshalls Exteriors,

We will are going to use their service soon.


#6

we deal with insurance companies on 95% or more of our jobs, so we use Xactimate.


#7

for roofing software try

acculynx.com

it is a complete solution built for roofers.


#8

i have been using google earth to get a better of idea of what I am going to look at, and also to scope out the neighborhood, maybe geberate a few neighbor’s names etc. Always nice to drop a few names of neighbors
if you happen to know mthem, or have worked for them.

I have been using spread sheets since 1984,
apple had a program called visicalc…
It’s hard to get away from that format after 25 years
of doing paper work. I use quick books, and once I enter in a specification, generating a proposal, and work order and purchase order and invoice are simple.


#9

just started using an excell spread sheet on a laptop. It is all time and materials…not square footage. We sat down and figured everything out down to the hour. overhead, labor and all. put in our profit % and there it is. I have tested it back against what i think i would sell by according to square footage and it was pretty close. But how can you sell by square footage with one house being a straight ranch…and the next one being a hip ranch. you have 5 times as much cap (just a for instance). I am actually training my first ever salesman besides me. Its working pretty good so far.


#10

every item is listed…
footage of capped ridge
fotage of ridge vent w caps/ spec 3 or 4 different manufacturers
I was having problems with purchase orders that shipped 3 tab shingles for caps…not all 3 tabs a useable
for caps on some special order cors on 40 year or 50.
so I break down every detail.

Once I write a specification and save it, putting together a proposal is a matter of either / or…then there’s no way to miss anything. In order to eliminate a certain item, I actually have a spec that states…this proposal does not include chimney flashing replacement unless agreed upon by owner after inspection of existing.


#11

Here’s what I use, in order of how the project goes from the first contact:

  1. Roof inspection sheet (Excel, fill in the blanks for once I’m onsite)

1a. Print a map to the site location & this goes on the reverse of the inspection sheet. Even with a GPS, this makes for an easy point of reference later on when the project is filed away. Important even if I don’t sell the job, I do NOT throw away the file. What happens if there is hail in the area? I’ve already got it measured & inspected for counts on lead jacks, etc… better to have this info & save time if I try to sell the house a 2nd time (plus, if the home is sold to someone new, I have a fresh attempt @ selling the job).

  1. Google Maps & maps.live.com to get an idea of what the project site looks like.

  2. Where possible, take the Google image & dump it into MS Paint, then blow it up to a useable size, add different colors for things like hips, ridges, rakes & eaves, etc. For about 75% or more of the houses, this is essentially my drawing & I don’t have to sketch the house once I’m on the site.

  3. Excel spreadsheet to calc my costs on parts & labor + any “extras” I think should be tossed in (one of these days I’m going to add a line item charge for suspected incidents of “PITA”, or Pain In The @ss", i.e. customers that I just know are going to be a potential liability downline, like ask for a few hundred off the cost if there’s even one nail showing into the reveal).

The spreadsheet is my P&L statement per job. So long as this works out correctly & I have even added a line item ‘fudge factor’ on the upside, then I know I’ll always make money on my projects (some less than others, but in the end I’m banking vs bleeding).