adegnan
2004-10-13, 12:16 PM
How many of you are actually involved in estimating? What software do you use or recommend?
Right now I use my own excel spreadsheet carried over from the days of pencil and paper. While it prevents mathematical errors that I would otherwise make with pencil and paper, it is only as good as the data that I have to use in it and my abilities as a spreadsheet-maker.
I am a residential design builder and remodelor. The other issue I am facing is, I am looking at a significant change in what I build. I am trying to work on detail and design over size; win clients with the "not so big house" rather than competing with other McMansions. So, there are some areas of detail that I do not yet have good historical data on, in terms of estimating installatin numbers.
Also, as some say, "garbage in, garbage out." I am not satisfied with the accuracy of the timesheet data that I am collecting from the field; it does not relate back to my spreadsheet in a consistent manner. I am re-working my reporting categories, and want to simplify the way data is reported back to me while increasing the detail of my estimates.
That is, I will have a more general reporting category, but for estimating I want to dig deeper into the sub-categories for estimating.
So, this leads to two more questions--
How many of you residential designers or builders work with CSI categories for division of labor, etc? If you don't use CSI, what do you use? I hear that a lot of people use the Hometech categores, even if they don't use the Hometech estimating system. There is also a DCA numbering system that I've run into with one title company in this area.
Right now, I am considering 3 options:
-Spreadsheet. Continue what I do now, improve upon it. (Disadvantage: I have limitations on my knowledge and do not have a resource to hire to do it for me... yet. Advantage: I can fine tune it to be whatever I want it to be.)
-Hometech. (Advantage: Has cost data built in for me to double check against. It is set up to do many things already. Also, inexpensive! Disadvantage: It has limitations on being customizable. It forces me to follow a specific format that is pre-determined.)
-Contractors SOftware Group-Take Off Plus. Advantage: Fully customizable, assembly-based, flexible. Has features such as generating PO's from estimates and the ability to compare material packages from various vendors to select the most competative vendor. Also has integrated accounting and project management system which can be purchased separately. Disadvantage: A little more expensive. No pre-set up categories and assemblies; I need to create the cost data and assemblies myself. Longer training curve.)
Any input? Either specific experience, or general philosophy?
Thanks,
Abe
Right now I use my own excel spreadsheet carried over from the days of pencil and paper. While it prevents mathematical errors that I would otherwise make with pencil and paper, it is only as good as the data that I have to use in it and my abilities as a spreadsheet-maker.
I am a residential design builder and remodelor. The other issue I am facing is, I am looking at a significant change in what I build. I am trying to work on detail and design over size; win clients with the "not so big house" rather than competing with other McMansions. So, there are some areas of detail that I do not yet have good historical data on, in terms of estimating installatin numbers.
Also, as some say, "garbage in, garbage out." I am not satisfied with the accuracy of the timesheet data that I am collecting from the field; it does not relate back to my spreadsheet in a consistent manner. I am re-working my reporting categories, and want to simplify the way data is reported back to me while increasing the detail of my estimates.
That is, I will have a more general reporting category, but for estimating I want to dig deeper into the sub-categories for estimating.
So, this leads to two more questions--
How many of you residential designers or builders work with CSI categories for division of labor, etc? If you don't use CSI, what do you use? I hear that a lot of people use the Hometech categores, even if they don't use the Hometech estimating system. There is also a DCA numbering system that I've run into with one title company in this area.
Right now, I am considering 3 options:
-Spreadsheet. Continue what I do now, improve upon it. (Disadvantage: I have limitations on my knowledge and do not have a resource to hire to do it for me... yet. Advantage: I can fine tune it to be whatever I want it to be.)
-Hometech. (Advantage: Has cost data built in for me to double check against. It is set up to do many things already. Also, inexpensive! Disadvantage: It has limitations on being customizable. It forces me to follow a specific format that is pre-determined.)
-Contractors SOftware Group-Take Off Plus. Advantage: Fully customizable, assembly-based, flexible. Has features such as generating PO's from estimates and the ability to compare material packages from various vendors to select the most competative vendor. Also has integrated accounting and project management system which can be purchased separately. Disadvantage: A little more expensive. No pre-set up categories and assemblies; I need to create the cost data and assemblies myself. Longer training curve.)
Any input? Either specific experience, or general philosophy?
Thanks,
Abe