4 steps to assembling the estimating puzzle

By John Kenney, Cotney Consulting Group. 

Estimating the costs of a roofing project is like a puzzle; make sure you know all the steps for a successful estimation! 

One of the first steps to starting a roofing project is making an accurate estimate. These are essential to running a profitable and successful roofing contracting business but can be a bit of a challenge. In this article, we share a systematic approach to puzzling together this critical part of the roofing process. From practical tips to tailored insights, learn how to ensure project success and stay competitive through the art of roof estimating. 

1 - Before starting the estimate: Puzzle prep 

Study the scope of work (SOW) 

Before you begin, thoroughly review the Scope of Work. This document outlines the project's purpose, contractor responsibilities and execution requirements. Understanding these details ensures you know all the materials, equipment and milestones necessary for a successful roofing project. 

Review plans and specs 

Examine the project's plans and specifications to identify all items needing estimation. Pay special attention to the general conditions, supplemental conditions and special conditions sections, as these contain critical information that may not be part of the actual construction but is essential for the project's completion. 

Visit the job site 

A site visit can reveal conditions not apparent in the plans, such as site access, proximity to utilities and storage space. These factors can significantly impact your estimate. 

Check the weather 

Consider the local climate and its impact on your project. For example, if the project spans the winter season in a snowy area, you may need to account for snow removal expenses. 

2 - Quantity takeoff: Setting out the pieces 

Follow a systematic approach 

Start your quantity takeoff from the ground up, beginning with the footings and progressing to the roof. This method provides a clear mental picture of the project and ensures no details are overlooked. 

Keep quantities simple and consistent 

Use a consistent system for entering quantities, and keep your measurements simple. For example, always express dimensions in the same order: length x width x height. This consistency helps prevent errors and makes your estimates more reliable. 

Consider waste 

Account for material waste in your takeoff to ensure your estimate reflects the true cost of materials needed for the project. 

3 - Costing the estimate: Assembling the pieces 

Types of costs 

Identify and categorize all costs into direct and indirect costs. Direct costs include materials, labor and equipment, while indirect costs encompass overhead expenses such as supervision, insurance and temporary facilities. 

Gathering cost data 

Utilize multiple sources to gather cost data, including previous projects, subcontractor quotes, supplier quotes, and published cost databases. Reliable sources like RSMeans Data Online can provide localized and up-to-date cost information, ensuring your estimates are accurate. 

Organizing the data 

Organize your data meticulously to ensure nothing is overlooked. Code each document with a division number, use templates for uniformity and document the source of every quantity and price. 

4 - Estimating tips: Puzzle mastery 

Tips for manual estimates 

If estimating by hand, keep each document type separate and write on only one side of the page. This practice helps maintain clarity and organization. 

Tips for estimating on electronic spreadsheets 

Save commonly used templates, spot-check formulas and use consistent naming conventions for digital estimates. These practices help streamline your process and minimize errors. 

Using estimating software 

Leverage construction estimating software like RSMeans Data Online to save time and increase accuracy. These platforms offer tools for managing estimates, accessing reliable cost data and staying updated with price trends. 

Original article and photo source: Cotney Consulting Group