Electrical constructionBusiness system development

Estimate preparation system for electrical construction

A system for preparing estimates after quantity takeoff, with item lookup, materials and labor, cost review, and Excel export.

Client: Electrical contractor (name withheld)
Process: Estimate preparation after quantity takeoff
Scope: Estimate grid, item lookup, project settings, Excel export

Estimate preparation system DEMO DATA

View full size

Review materials, quantities, prices and costs in one grid.

Open the project settings screen ↗

Actual application UI with fictional demo data. Identifying names are anonymized; all quantities and amounts are illustrative.

BACKGROUND

The workflow after quantity takeoff

Quantity takeoff is followed by organizing line items, selecting specifications, reviewing unit prices and labor, and preparing data for the next system. The application brings these tasks into a single workspace.

It supports the estimator’s review and adjustment rather than treating the first calculated result as final.

WORKFLOW

System workflow

01
Organize the estimate
Manage work categories and line items in a hierarchical grid.
02
Select items and review quantities
Search item information and review descriptions, specifications, quantities, and units.
03
Review prices and labor
Work with sales prices, cost prices, cost ratios, and labor coefficients in the same workflow.
04
Export for the next process
Set project information and export Excel for use in the cost-management workflow.

FUNCTIONS

Estimate grid

Categories and subcategories organize the estimate. Material, labor and comment rows can be managed in the grid, with quantities, units, prices and costs visible alongside each other.

Estimate categories and material line items with demo data — Demo quantities and prices do not represent actual project costs.

Project information and pricing conditions

The settings panel manages the project name, estimate date, customer, construction details and worker rates. These conditions support estimate preparation and the subsequent export workflow.

Project settings panel using a fictional project and customer — All customer and project information shown is fictional.

DESIGN

Implementation considerations

Reviewable calculations

Material and labor rows remain distinguishable while supporting grouped estimates.

Item lookup

Item keywords and synonyms support lookup of names and specifications.

Downstream workflow

Excel export connects estimate preparation to the cost-management import process.

OUTLOOK

Future development

We will continue developing support for quantity takeoff from drawings and expanding project cost-management capabilities. Building on estimate preparation, we aim to support a broader range of construction workflows.

Discuss your estimation workflow

Contact us about organizing estimate line items, using item catalogs, or connecting to your cost-management workflow. We can discuss a system that fits your current operations.

The workflow after quantity takeoff

System workflow

Organize the estimate

Select items and review quantities

Review prices and labor

Export for the next process