Scope
Define included work, exclusions, items to clarify, work by others, and responsibility at trade and supply/install interfaces before detailed measurement.
CONSTRUCTION ESTIMATING
Build the estimate in a deliberate order: define the scope, structure the cost record, measure traceable quantities, price current inputs, load the business's chosen cost-recovery method, review the result, submit a defined offer, and learn from what happens.
A spreadsheet can calculate exactly and still represent an incomplete job. These guides focus on the assumptions, responsibilities, quantities, hours, quotations, and review checks behind the final price.
Define included work, exclusions, items to clarify, work by others, and responsibility at trade and supply/install interfaces before detailed measurement.
Keep the source, calculation, unit, gross and net quantities, and controlling dimensions visible so takeoff can be checked and revised.
Separate measured quantity from purchasing quantity, build labor from person-hours, and compare subcontract quotations on comparable scope.
Challenge scope, quantities, labor, quotations, commercial calculations, documents, and fragile assumptions before the price leaves the business.
CHOOSE THE RIGHT TOOL
Use the free calculator when the cost base is already known. Use PRO when the estimate itself needs a connected workflow from scope through job costing and post-job learning.
FREE JOB PROFIT CHECK
Compare revenue with actual or forecast final costs and check margin, markup and contribution after overhead.
FREE CALCULATOR
Enter a cost base and either a markup or target margin to calculate the selling price, profit, markup and true margin. It is a quick way to check the commercial arithmetic without confusing a 20% markup with a 20% margin.
DOWNLOADABLE MICROSOFT EXCEL SYSTEM
The PRO system carries the same estimating principles into a guided Excel workflow covering project setup, scope, takeoff, materials, labour, job costs, subcontractors, recovery, markup or margin, seven-pass review, client proposal and estimate-vs-actual learning.
FREE PRACTICAL GUIDES
Each guide is designed to stand alone while fitting the same scope-to-learning workflow used in the book and PRO workbook.
CONSTRUCTION ESTIMATING
Measurement answers how much, but it cannot decide what is actually included. Define responsibility and unresolved questions before detailed takeoff so an unknown does not quietly become a zero-cost assumption.
Read the guideCONSTRUCTION ESTIMATING
A takeoff quantity is not automatically an order quantity. Preserve the geometry first, then convert it into whole pieces, sheets, rolls, packs, or other purchasing units with a visible reason for every adjustment.
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When clean production history is limited, write the operating story behind the labor allowance. Use the best evidence available, translate crew and duration into person-hours, sanity-check the result, and compare it with actual performance later.
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A subcontractor gives you a number, but the number is useful only when you know what it represents. Compare important scope points horizontally so a lower total is not mistaken for a more complete quotation.
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Markup compares an addition with cost; margin compares profit with selling price. The arithmetic is universal, but a real contractor's overhead method and target percentages must come from the company's own financial information.
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A spreadsheet can calculate exactly what it was told to calculate while still missing work or carrying stale inputs. Freeze a review copy, then attack the estimate from the bottom of the cost chain upward.
Read the guideCONSTRUCTION ESTIMATING
A useful construction estimating spreadsheet should do more than total line items. It should make scope, quantities, labour, quotations, commercial assumptions, review checks and post-job learning visible enough to challenge before the bid goes out.
Read the guideCONSTRUCTION ESTIMATING
A simple construction estimate template can be enough for small, familiar work. A fuller estimating system becomes more useful when scope, takeoff, labour, quotations, review and client output need to stay connected and auditable.
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Estimate-vs-actual job costing turns a completed job into estimating feedback. Compare the original cost assumptions with actual materials, labour, subcontract and job-specific costs, then record why the variance occurred.
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A contractor bid spreadsheet should keep the internal estimate and the client proposal connected but separate. Review the estimate first, then carry the approved price and customer-facing scope into a clean proposal.
Read the guideFULL WORKED EXAMPLE
The book follows the fictional Oakridge Workshop from project information and drawings through takeoff, purchasing quantities, labor, subcontract quotations, company-level treatment, red-team bid review, a customer-facing proposal, and post-job learning. The project figures are teaching inputs rather than current market prices or recommended rates.