PROCESS DISCIPLINE

From Plan Set to Clean Takeoff: A Simple, Predictable Workflow

We operate as an internal extension of your estimating team. Here is exactly how we handle your drawings, guarantee turnaround, and deliver audit-ready Excel and PDF packages.

STEP 01

Submit Your Plans & Scope Requirements

Provide your project drawings and bid timeline through our secure submittal portal, email, or a cloud folder link (Dropbox, Google Drive, Box, OneDrive, Procore, or BuildingConnected invite).

Hands of an estimator analyzing blueprints for drawing submittal

STEP 01 • DRAWING SUBMITTAL & SCOPE INTAKE ARCHITECTURAL PDF / ZIP

Supported formats: PDF architectural sheets, CAD/DWG sets, zipped bid packages.
Scope note: Specify whether you need Drywall only, Acoustical Ceilings (ACT), or Plan Review.

STEP 02

Scope Review & Assembly Verification

Within 4 to 6 business hours, our Houston estimating desk reviews your drawing set. We confirm drawing completeness, verify partition schedule callouts, identify deck heights, and check for addenda.

Drawing alignment: We verify that reflected ceiling plans (RCP) match floor plans and structural sections.
Clarifications: If drawings omit partition heights or UL ratings, we clarify assumptions with you upfront.

STEP 03

Written Proposal with Guaranteed Turnaround

You receive a formal, transparent written proposal detailing the exact scope of takeoffs, the fixed estimating fee, and the guaranteed delivery date and time before kickoff.

Committed delivery date: A specific day and time cutoff aligned with your GC bid deadline.
Zero surprises: Fixed-fee pricing based on sheet volume and assembly complexity. No hidden hourly fees.

STEP 04

Digital Takeoff & Multi-Sheet Calibration

Once approved, our estimators perform digital takeoffs using calibrated plan software. We verify scale on every drawing sheet against known structural grid dimensions before measuring.

Close-up of scale calibration and measuring on drawing desk

STEP 04 • DIGITAL SCALE CALIBRATION BLUEBEAM REVU ACCURACY

Accurate deductions: Automatic deduction of doors, borrowed lites, storefronts, and MEP penetrations.
Color-coded tracing: Each partition assembly is traced with distinct color highlights for instant visual audit.

STEP 05

Package Delivery in Contractor-Ready Formats

You receive your complete takeoff package well ahead of your bid due date. Files are organized, structured, and completely unlocked.

Live Microsoft Excel Workbook (.xlsx): Unlocked formulas and structured tabs ready for your pricing and labor rates.
Marked Plan Drawings (PDF): Full-size PDF markups color-coded by partition assembly for audit and field foreman handover.
Scope Notes & Assumptions: Documented wall heights, UL assemblies, screw and compound factors, and waste percentages.

STEP 06

Post-Delivery Follow-Up & Addenda Adjustments

Our job does not end when files are sent. We remain available by phone and email to answer questions, explain line item math, or adjust for minor pre-bid addenda.

Direct phone desk: Call your estimator directly to review specific wall types or floor totals.
Addenda updates: Quick scope revisions for bulletin drawings issued before the bid closes.

DOCUMENT CHECKLIST

What Documents Are Needed for an Accurate Takeoff?

To guarantee takeoff precision and turnaround, we recommend providing the following drawing sheets when submitting your bid:

1. Architectural Floor Plans Dimensioned plans showing wall layouts, room labels, and partition tags.

2. Wall Partition Schedules & Details Sections showing stud gauge, spacing, board layers, insulation, and deck connections.

3. Reflected Ceiling Plans (RCP) Ceiling heights, ACT grid layouts, drywall soffits, and light fixture coordination.

4. Door & Window Schedules Opening dimensions for accurate square footage deductions and rough opening framing.

READY TO COMMENCE?

Send Your Drawings for Proposal

Upload your plans today. Receive a guaranteed delivery time and written fee proposal within 4–6 business hours.

Submit Plans Now Review Sample Package