Takeoff, estimating and bidding

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Construction Estimating Software User Guide


  • The purpose of this lesson is to get you an overview of the 360 Estimator and show you how it can help grow your construction business.

    360 Estimator is a simple but powerful construction estimating software that integrates with Craftsman Book Company’s cost books to give you the ability to add over 100 thousand cost items for any of your project needs. Using 360 Estimator you can manage your construction projects from the initial concept through to the end. 

    1. Create project takeoff 

    The phrase “takeoff” refers to the estimator taking each of the required materials off of the blueprint for a project. The central purpose of a construction takeoff is to provide a comprehensive list of all the essential materials to complete a project.

    360 Estimator can help you eliminate manual plan takeoffs and drastically reduce the chance of miscalculating materials or missing items. You can import plans using industry-standard formats. You can quickly use 360 Estimator to measure square footage, perimeters, and volumes of simple or even complex areas.

    2. Create estimates and send project proposals

    Construction estimating is the process of anticipating the expense of building a physical structure. Every successful project starts with an accurate cost estimate. 

    360 Estimator allows you to easily create an Estimate and send proposals to your customers using Craftsman Cost books. You can choose from 11 books with over 100.000 Cost Items.

    Cost items are the basics of an estimate, representing the quantity of work that needs to be done. A cost item has a symbol, description, material costs, labor costs, and equipment costs for one unit. 

    3. Manage your projects using a Gant Chart

    A Gantt chart is a project management tool assisting in the planning and scheduling of projects. Project management timelines and tasks are converted into a horizontal bar chart, showing start and end dates, as well as dependencies, scheduling, and deadlines, including how much of the task is completed per stage and who is the task owner. This is useful to keep tasks on track when there is a large team and multiple stakeholders when the scope changes. 

    360 Estimator automatically creates a Gantt Chart for your project and allows you to modify the start and end dates, dependencies, percentage completed, and task owner.  

    4. Create cost reports

    Cost reports are used in the post-contract phase of the project. Successful projects are delivered with the required quality standards, on time, and within budget. One of the most important cost control actions is submitting regular, monthly in general, up-to-date, and accurate cost reports.

    360 Estimator assists you in the post-contract phase of the project to create regular, up-to-date, and accurate Cost Reports. The progress is recorded and automatically synchronized with the Gantt Chart.

    5. Engage with your customers

    360 Estimator allows you to Manage and build the relationship with your customers using our integrated Customer Relationship Management (CRM) module.


    6. Take control of your projects using the Dashboard

    360 Estimator allows you to customize your dashboard and always have access to any information about your projects, customers, and teams.

    7. Use the Mobile app
    You can download the Estimator AR app on your mobile phone from  or  and use it as an alternative to viewing your projects created in 360 Estimator or as a stand-alone app for simple projects. 

    Thank you for watching this video and please go to 360estimator.com web page and create free trial account now!


  • In this lesson, I want to show you how to create an Estimate using 360 Estimator and Craftsman Book Company’s cost books.

    An estimate is a forecast of the construction costs. An Estimate is prepared by breaking down the items of work of a project and determining the cost of each item.

    1. Add a Project

    • First, select the Projects page
    • Then select the Proposals Folder
    • Using right-click choose Add project
    • Enter the name of the Project, for example, Standard foundation, and press Enter
    • then, press Enter to open the project

    2. Add cost items in your  Estimate

    360 Estimator has access to Craftsman Book Company’s cost books, a database with over 100,000 cost items for construction and installation works. You can search for items by name or symbol.

    • enter the keywords for your first cost item, for example, Excavation
    • choose the correct cost item, enter the quantity, for example, 10 Cubic Yards, and press Enter to add the cost item to your estimate

    Cost items are the basics of an estimate, representing the quantity of work that needs to be done. A cost item consists of material, labor, and equipment prices.

    • enter the keywords for the second and any additional cost items you want to add to your estimate, for example, Concrete form
    • choose the correct cost item, enter the quantity for example 15, and press Enter to add the cost item to your estimate

    If you want to search for a cost item in a specific catalog,

    • open the Items left panel and for example, Choose Standard items, Craftsman books, Construction, Residential division, Concrete and press Search
    • choose the correct item, for example, Footing and foundation concrete, enter the quantity, for example, 10 Cubic Yards, and press the Enter to add it to your estimate

    3. When you want to Print an Estimate

    • from the top right corner, press Reports, choose Estimate and press Export  

    4. Set the Area of your project in order to be able to apply the Area Modification Factor

    Area modification factors are revised and published by Craftsman Book Company to account for relative changes in labor and material costs from area to area.

    • from the bottom left corner, press Settings, choose Properties, Location Settings for Craftsman Books
    • select country, for example, United States, select State, for example, Kentucky,  and select City, for example, Louisville and press Save

    Relative changes in labor and material costs will be applied to the cost items that will be added further to the project.

    5. Create a Work Breakdown Structure for your complex projects

    A work breakdown structure (WBS)  defines all the things a project needs to accomplish, organized into multiple levels.

    • Go to the Projects page
    • Select the Proposals Folder and using the right-click menu, press Add project
    • Enter the name of the Project for example Apartment, 3 story
    • Select the project and using the right-click menu press Add Division
    • Enter the name of the Division for example “Substructure” and press Enter
    • Enter the name of the Estimate  for example  “Standard foundations” and press Enter to open the Estimate 

    6. Use a Template to create a Work Breakdown Structure for your complex projects

    The National Institute of Standards and Technology (NIST) recommends Uniformat II as a classification framework to provide a consistent reference for the description, economic analysis, and management of a structure during all phases of its life cycle. 

    • Go to the Projects page
    • Select the Proposals Folder
    • from the left panel, press Items chose Templates, and press the “+” in front of the Uniformat Template you want to use, for example, Building Elements

    A new project will be added and you can start to modify it as needed. 

    Thank you for watching this video and please go back to your 360 Estimator and create an Estimate for your project now.

     


  • In this lesson, I will be taking you through each step necessary to create a digital takeoff.

    Quantity takeoff from drawings can be carried out by using the On-Screen Digital Takeoff.

    The purpose of measuring is to establish the correct amount of work that needs to be carried out.

    1. Load a blueprint from a PDF or a DWG format

    • select the cost item for which you want to calculate the quantity and, using the right-click menu, choose Quantity takeoff 
    • press Add Blueprint  and choose the blueprint in PDF, DWG, or JPG format from your computer

    2. Set the scale

    The scale is the relative size at which a drawing has been made.

    • position your drawing
    • in the top right corner, press Takeoff the Scale 
    • enter the length of the longest line from your drawing
    • draw the line using two points 
    • in the top right corner, you can verify and modify the Scale if it is needed 

    3. Start a takeoff 

    • in the top left corner, press Areas 
    • on the blueprint draw the area using points for each corner
    • in the left panel, rename the parameter, for example, Bedroom 1, and verify the area calculated
    • choose the math signs you want to use in your formula for example times 8 inches divided by 12, to convert in feet, divided by 27, to convert in cubic yards
    • Press Save to close the quantity takeoff window and return to the estimate

    The calculated quantity will be applied to the cost item you selected.

    5. Print  the Estimate

    • from the top right corner, press Reports 
    • from the bottom left, press Setting 
    • choose Report tab, General section, and uncheck Display prices
    • choose: Project section and check: Show formula
    • choose the format of the Estimate XLSX or PDF and press Export 

    Thank you for watching this video and please go back to your 360 Estimator and create a Digital Takeoff for your project now.


  • This lesson is an overview of how to modify prices for your project.

    The point of a good price estimate is to ensure both reliability and accuracy. Reliability comes from properly taking into consideration fluctuating market conditions, seasonal and location factors, as well as other project conditions.

    1. Modify prices for a cost item

    • select the project, division, or estimate for which you want to modify 
    • open the Estimates page
    • select the cost item for which you want to modify
    • modify the Price, Materials unit price, Labor unit price, or Equipment unit price, directly in the table

    2. Modify soft costs

    Soft costs are indirect costs that will normally be added to the direct costs. Generally, these are builder overhead and profit margin and are carried out on a percentage basis of your hard costs. 

    • from the bottom right, click on the Soft Costs 
    • Modify the percent directly in the table, for example, set Overhead and Profit to 8%.

    If you want to add specific or special soft costs for a project, open the Items left panel, from the Soft Costs section, select Special soft costs,  press plus in front of the Soft Cost item you want to add.

    3. Modify prices using percentages

    You can use a set percent value to alter the prices for your either materials, labor, and equipment.  You can also modify the value of your entire project or you can set a final value for it 

    • select the project, division, or estimate for which you want to apply increases 
    • select the Estimates tab
    • select the line items for which you want to apply increases, use Ctrl + A to select all
    • using the right-click menu, choose Apply increases
    • Enter the percentage you want to apply for materials, labor, and equipment, for example increasing labor cost by 10%  which will apply to the grand total
    • another option is to  enter the final value for your Project, and a percentage will be calculated for materials, labor, and equipment 
    • press Save 

    4. Create and use Price Collections

    Price collections are a unique selection of prices for cost items. A price collection can be used to easily transfer prices from one project to another.

    • select the project for which you want to save the unit price of the cost items in a price collection
    • select the Estimates tab
    • select the line items for which you want to save prices or use Ctrl + A to select all
    • using the right-click menu press Save prices
    • Press + to add a new collection or choose one from the list and press Save

    The Price collection will be used to update the price for the cost items that will be added further in this project or in other new projects. 

    Thank you for watching this video and please go back to your 360 Estimator and modify Prices for your project now.


  • In this lesson, we’ll be going through how to create custom cost items.

    A cost item is comprised of material, labor, and equipment prices. Cost items or cost lines are the basic parts of an estimate and represent quantities of various items of work that need to be done and purchased. A cost item has a symbol, description, material costs, labor costs, and equipment costs for one unit.

     

    1. Modify an existing cost item

    • open the estimate where the cost item you want to modify is
    • select the cost item you want to modify
    • edit the Symbol, Name, Materials price, Labor price, or Equipment price, for example, you can modify the Name of the cost item, delete some details, and the labor unit price, 4 Dollars for each Cubic Yard

    2. Create a new cost item

    • open the estimate where you want to create the cost item
    • select the line where you want to add, using right-click menu press Add and enter the name for your cost items, for example, Strip Foundation
    • if the cost item will not be found in the cost database, you can press Enter to add a new one
    • edit the quantity, unit measure, materials unit price, labor unit price, and equipment unit price  for the new cost item (For example 12 Cubic Yards, materials price 120 USD for a cubic Yard, labor price 40 Dollars for a Cubic Yard and Equipment price 120 Dollars for a Cubic Yard)

     

    3. Save a custom cost item

    • select the cost item you want to save, for example, Strip Foundation
    • using the right-click menu, press Save 
    • choose or add a collection where you want to save the custom cost item, for example, Construction
    • choose or add a division where you want to save the custom cost item, for example, Concrete
    • press Save 

    The new cost item will be saved in the Custom items collection and will be available for your next projects.

    4. Create an Assembly

    Construction costs are comprised of material, labor, and equipment prices and can be referenced at the unit or assembly level of detail.

    • select one or more cost items you want to save in an Assembly, for example, you can select all cost items from your estimate
    • using the right-click menu, press Save
    • Enter a symbol, Unit of measure, and a Name for your Assembly, for example, A01, Cubic Yards, Standard Foundation
    • choose or add a collection where you want to save the custom Assembly, for example, Construction
    • choose or add a division where you want to save the custom Assembly, for example, Concrete
    • press Save 

    The new Assembly will be saved in the Custom items, Assemblies database and will be available for your next projects

    Thank you for watching this video and please go back to your 360 Estimator and create a custom Cost Item for your project now.


  • Through this lesson, we want to make sure you will know How to configure a Gantt Chart.

    Gantt chart is a project management tool assisting in the planning and scheduling of projects.

     1. Set the start date for your project

    • Select your project and open the Gantt Tab
    • from the top-right menu, choose Display, and check the level of details you want to see on your Gantt, for example, Days and Line items.
    • select the  bar from the Gantt that represents the main activity you want to move and, simply drag and drop, to move your Graphic bar to the new start date
    • repeat the operation for all your activities

    2. Change the order of your activities 

    You can create your Work Breakdown Structure by rearranging your activities in the order in which you will execute them.

    • from the left table, select the position cell in front of the activity you want to move and, using your mouse function drag and drop, change it’s position, for example move the activity number three at the beginning

    3. Modify the time it takes to complete your activities

    The time it takes to complete in days for your activities is calculated from the labor hours divided by the number of workers and hours spent on the job or project

    • If you want to modify the time-lapse calculated for your activities, select the left or right margin of the bar from the Gantt that represent the activity you want to modify and, using your mouse function drag and drop, chang the date on your Graphic
    • If you want to recalculate the time it takes to complete one of your activities, select the activity and using the right-click menu, and choose Calculate duration

    4. Create dependencies for your activities

    • If you want to create a Finish to Start condition, select the finish point of the  activity you want to include in your critical paths and, using your mouse function, drag and drop, link it to the start point in front of the  activity which is conditioned
    • repeat the operation until you have your  conditions created on your Gantt

    The critical path is the longest period of time in which the tasks of a project will be completed.

    5. Use S-Curve

    S-curve is a mathematical graph that illustrates the appropriate cumulative data for a project or task, in our case, the number of workers needed for your tasks

    • from the top-right menu, choose Display and check the Gantt and S Curve view
    • from the bottom left section, check the labor checkbox to see in real-time the number of workers needed for your tasks
    • move tasks on your Gantt chart until the number of workers is optimal

    6. Print the Gantt Report

    • from the top-right menu, choose Export Gantt and open the pdf file with your Gantt chart

    Thank you for watching this video and please go back to your 360 Estimator and configure a Gantt Chart for your project now.


  • In this lesson, we’ll be creating Cost reports 

    We are now in the post-contract phase of the project. Successful projects are delivered with the required quality standards, on time, and within budget. One of the most important cost control actions is submitting regular, monthly in general, up-to-date, and accurate cost reports. 

     1. Create a Cost Report

    In a cost report you can have three types of quantities: Completed, Canceled, or Added

    • select the project, division, or estimate for which you want to create a cost report, for example, Standard foundations
    • move on the Estimates Tab and from the top of the table, press plus  from the right of the Proposal Box
    • enter the name and the date of the Cost report, for example, Cost report 1, date January 31st, and press Save 
    • enter the quantities completed current 
    • repeat the operation until you finish your cost report
    • enter the quantities canceled current if there are any
    • add new items to your cost report if you have any, for example Concrete forms

    2. Create the Final Cost Report

    • from the top of the table, press plus  from the right of the Proposal Box
    • enter the name and the date of the Cost report for example Final Cost Report, date February 29th,
    • check the Completed remaining quantities and press Save 

    The Cost report is connected with your Gantt chart and if you move on your Gantt chart you can see the percent completed for each activity from your project

    3. Print a Cost report  

    • from the top right corner, press Reports 
    • choose the Cost report or Summary of Cost Reports and press Export

    Thank you for watching this video and please go back to your 360 Estimator and create a Cost report for your project now.

     


  • The purpose of this lesson is to show you how to export your projects. You can use the exported file to share your project with a partner, or Import a project received from a partner.

    1. Export a project and send it to a partner

    • select the project, division, or estimate you want to export
    • using right-click, choose Export
    • choose the Estimate type, press Export, and save the file to your computer
    • from there you can attach the file to your email or utilize a ‘cloud-based storage sharing solution’.  

    2. Import a project received from a partner

    • Select the folder where you want to import the Project
    • using right-click, choose Import
    • choose the Estimate type
    • Press Browse, choose the XLSX file you want to import, and press Open
    • Press Import 

    3. Export a project for Microsoft Project Manager

    • select the project, division, or estimate you want to export
    • using the right-click, choose Export
    • choose the Microsoft Project Manager type and save the XLSX file on your computer

    The XLSX file is ready to be imported in Microsoft Project Manager


  • In this lesson, you will be given the steps on how to manage your customers' accounts. A Customer Relationship Management (CRM) tool helps you to keep track of the records of all contacts and projects for all of your customers.

     
    1. Add the customer details for your project
    • select the Estimates tab
    • locate the project 
    • then, from the bottom left corner, press Settings 
    • select the Partners Tab
    • Press Add  to complete the details about your Customer, for example, ACM Holding
    • enter your account details in the appropriate boxes, for example, Contact: Andy Thompson, email: andy@acm.com  and press Save 

    You can find your customer in CRM and see the history of all of your projects and interactions with your customer.

    2. Send your proposals and cost reports by email

    • select Estimates module
    • select your project
    • Press reports 
    • choose estimate report 
    • Press send by email 
    • choose a template for your email
    • Preview your attached report 
    • Press Send  

    3. Keep a log of emails, phones, or onsite interactions related to your customer

    • select the CRM tab
    • select your customer
    • in the left panel, press Add Note 
    • Enter a note (for example, spoke with the Project Manager about the details of upcoming building phase 1) and press save.

    4. Add a new project for an existing customer

    • from the main menu of the program choose the CRM page
    • in the left panel, select the folder where you want to add an account or use the right-click menu to add a new folder, for example, New Customers.
    • position the cursor in the accounts table and using the right-click menu choose Add account for example ACM Holding
    • enter your account details in the appropriate boxes and press Save, for example, Contact: Andy Thompson, email: andy@acm.com 
    • from the right panel, press + Project, enter the name of the project, for Example, Apartment 3 Story, press Save  and you will be redirected to Estimates, Projects page to continue to define your project

     

  • In this lesson, I will be showing you How to configure your Dashboard. The Dashboard helps you to get a 360 view of your projects.

    The standard panels on your Dashboard are:

    • Planning - a calendar with your projects and cost reports
    • Projects stages - a funnel with your projects in different stages
    • User Actions - a summary of the activities of all the users
    • Estimates - a list of your projects and their values
    • Projects - a graphic with your projects and percent completed
    • Projects Map - a Google map with your Building sites 

    All the information from your panels is linked to the Estimates module so you can see the details about your project simply by pressing one click.

    1. Hide and view the panels on your dashboard

    • from the right menu bar, choose Settings: General Settings
    • open the Dashboard page and press Hide/Display  for the panels you want to see or hide on your Dashboard
    • press Move up and Move down to rearrange the panels on your Dashboard

    2. Configure your panels

    • from the top right corner of your panel, press Settings 
    • configure your panel and press Save

     


  • In this video, you will learn how to configure users. You can configure users for your application depending on the number of subscriptions you purchased. For more details, vizit our price page 360estimator.com/estimating-pricing.

     

    1. Add a new user

    • from the right-click menu choose Settings: Users
    • from the right-click menu, choose Add: User
    • complete the information boxes about the new user and press Save 

    2. Configure an existing user


    • from the right-click menu, choose Settings: Users
    • select the user you want to configure
    • configure User details, User permissions and Subscriptions and press Save

  • In this lesson, I want to show you how to create an estimate using the simplified version of 360 Estimator for Mobile. 

    You can download the Estimator AR app on your mobile phone from  or  and use it as an alternative to viewing your projects created in 360 Estimator or as a stand-alone app for simple projects.

     1. Add the Customer

    Touch + at the bottom right corner, enter the customer's name, for example, John Smith, and touch Save.

    2. Add the Project

    In the projects section, touch +, enter the project name, for example, the Standard foundation, and touch Save 

    3. Add Cost Items

    You can search for the cost items by name or symbol. The 360 Estimator program has partnered with Craftsman Books, providing a database with over 100,000 cost items for construction and installation works from the Craftsman Book Company of America.

    Touch + from the bottom right corner and enter a keyword, for example, Excavation. Choose the correct item from the list, enter the quantity, for example, 2 Cubic Yards, and touch Add.

    Touch + on the bottom right of the screen again and enter the search criteria, for example, Concrete form. Choose the right item, enter the quantity, 15, and touch Add.

    Touch + on the bottom right of the screen again and enter the search criteria, for example, Concrete footings  Choose the right item, enter the quantity, for example, 2 cubic yards, and touch Add.

    4. Modify the cost items

    If you want to modify the cost items, to account for the local market or seasonal availability, select the item you want to modify, press click, change the name, cost of materials, labor, equipment, or quantity, and touch Save.

    5. Use On-site Quantity Takeoff

    If you want to use On-site Quantity Takeoff select the item for which you want to modify the quantity, touch to open it, touch Takeoff from the right of the Quantity and use your camera or Augmented Reality gear to measure. Edit the formula as needed and touch Save.

    6. Delete a cost Item

    If you want to delete an item, click and drag the item to the left, and confirm the deletion.

    7. Edit the project details

    Touch + at the bottom right corner, press Settings, press Show more, change the project details, for example, set the Overhead and profit to 8%  and touch Close.

    8. Send the proposal to your customer

    The program allows you to send the proposal in PDF format. Touch PDF in the top right corner, choose Proposal and press Send Report.

    Thank you for watching this video and please download the Estimator app on your mobile phone from  or 

    and create a free trial account now.