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The Global Estimating

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Send the essentials.
Start with clarity.

A practical checklist for requesting an estimate, reviewing the scope and preparing project information.

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Before requesting a quote.

You can begin with a short message and a link to your plans.

Current documents

Use the latest drawings, specifications and addenda; identify superseded files.

Scope and deadline

Name the trades you need, required output and bid date.

Location and currency

Provide the actual project location and preferred estimate currency.

Before using the deliverable.

Review the output with the people responsible for the final bid.

Check assumptions

Read exclusions, allowances and clarification notes before relying on totals.

Confirm rates

Review supplier quotations and labor assumptions against your project conditions.

Record changes

Send drawing changes together and ask which items affect the original scope.

Have a project
in mind?

Share the drawings, scope, and deadline. Let’s define the next step.

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