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Estimating guide

Getting a sharper estimate

Estval does the slow parts for you. These five habits get you from a fast draft to a number you'd put your name on.

1

Start with a clean plan set

The takeoff is only as good as what it can read. Upload the full, current plan set as a crisp PDF rather than a phone photo of a printout. If sheets are split across files, include the ones that carry the real scope — architectural, structural, and the relevant MEP pages.

2

Set the location you're building in

Estval prices by place, because material and labor don't cost the same in every market. Pick the job's location (or a saved location) before you generate — it's the single biggest lever on an accurate number.

3

Describe the scope in your words

Add a short note about what's actually included — a gut renovation prices very differently from a cosmetic refresh of the same square footage. A sentence of context steers the estimate toward the job you're really bidding.

4

Review the draft like an estimator

Read the estimate the way you'd check a junior's takeoff. Confirm the big quantities, sanity-check unit prices against what you're seeing in your market, and add anything site-specific the plans don't show — access, phasing, temporary conditions.

5

Turn it into a bid

Once the numbers hold up, set your overhead and margin, and export a clean proposal or CSV. From here you can spin up bid packages for your subs and track change orders against the same job.

Habits of a good estimate

  • Bid the scope you can see, and flag the scope you can't — assumptions belong in writing, not in your head.
  • Keep your saved locations current so pricing tracks the markets you actually work in.
  • Treat the AI draft as a starting point, never the final word — your judgment is the value you add.
  • Reprice when a job stalls; material costs move, and a three-month-old number is a guess.

Where estimates fit the rest of the job

An estimate in Estval isn't a dead end. The same job flows into bid packages you can send to subs and change orders you can track through closeout — so the number you built once keeps working as the project moves.

Ready to price your next job?

Send us your plans and our estimating team prices the job for you — a bid-ready estimate back, usually within a business day.

Estimating guide | Estval