Your First HVAC project in Estimate Rocket

Quick Estimates

Estimate Rocket allows an estimator to quickly capture the details of a project using a flexible estimating process and to deliver a proposal for electronic signature on the spot. 

The following allow for the process to be quick:

  • Pulling items from a library of services that allow the estimator to quickly choose and set a price for the specific scope of work.
  • Organizing the item library to be job type specific to save the estimator time.
  • Allows for any estimating technique:
    • General items
    • Time and material based scope of work
    • Site measurement type entries
  • The library of items can be setup with these different type of items and the items can be mixed across the different methods within the same estimate.

Your First HVAC Estimate 

Your Estimate Rocket HVAC account will be loaded with items that are based on unit pricing. The unit pricing for these items are typically going to be per count but others are also possible. The items are configured to calculate some material and labor based on the units needed for the project scope of work. These items can be updated in the library or edited on a project by project basis. Estimating can be done by using items with production rates (built in budgeted hours) or by using the time and material method. In this case a change order is also added based on the findings of the chimney inspection.


Calculating the price of the project

The HVAC setup of items will allow you to enter the count of items or enter straight time and materials. Installed items will typically have an associated budgeted time and material for each. 


Video of adding a HVAC estimate

 


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