The same checks catch it, whatever you install.
A few of what they find on a typical job. Sample job, sample rooms.
Drywall
Addendum 3 changes wall type W3 to run full height to deck. Your takeoff still stops at the ceiling.
Flooring
The finish schedule says LVT-1 in Room 112. The floor plan tags it carpet. The question for the GC is written.
Tile
The supplier quoted 12x24 tile. The spec calls for 24x24. The quote line doesn't match the spec's product.
Paint
Your paint quote runs out two days before bid day.
Doors and hardware
An addendum adds four openings that haven't reached your price yet.
Masonry
Waste is on the takeoff and again on the price, so you'd bid it twice.
Addendum 3 lands the night before. You see what it costs.
Every change for your scope, old and new side by side, with the dollars each one moves before you accept it.
22Documents
The right books, every sheet, every addendum
Documents
The right books, every sheet, every addendum
- No plan set on the bid
- The plan set couldn't be read for tags, legend and rooms
- The spec book has none of your trade's sections (wrong book)
- A replaced spec book or plan set lost sections or sheets the old one had
- Sheet numbers need reading again
- A keynote tag appears on sheets but no keynote or legend says what it is
- A spec spot isn't legible even in a close-up
- Spec items came from scanned pages, or scanned pages weren't read
- The same addendum is on the job twice
- An addendum isn't read for your trade yet
- An addendum number is missing (you have 1 and 3, no 2)
- An addendum is a scan, so its reads are assumed
- An addendum moves the bid date and the due date doesn't match
- The GC isn't in Contacts
- An open to-do note on the bid
- An addendum is dated before an earlier-numbered one, so the order is unclear
- An addendum adds a sheet that isn't in your plan set
- An addendum says a sheet is reissued, but that sheet isn't in the set
- A read was skipped at your AI cost check, or stopped partway
- The drawing check didn't finish reading every page
- Code couldn't read a sheet's layout, so the AI read it: check those values
- No building section or framing plan for structure height (hanger wire)
46Takeoff
Your takeoff against the plans, the legend and the schedule
Takeoff
Your takeoff against the plans, the legend and the schedule
- Columns matched by their headings: check them
- Lines read from a printed PDF takeoff report: check each number
- A takeoff line nothing counts, so it isn't in the price
- An untitled takeoff line is left out of the price
- The takeoff file was cut short on import
- A new takeoff line has no bid package yet
- Takeoff lines point at items that are no longer saved
- Several lines: same tile or different types?
- Several finish tags: price each on its own?
- The takeoff changed under a number you typed
- Packages: one proposal or separate, round boxes per package or for the job?
- The takeoff was measured on a page that isn't in the plan set, or isn't a ceiling plan
- A sheet's scale is wrong or NOT TO SCALE
- The takeoff needs uploading again so its areas keep their positions
- No ceiling legend found
- A ceiling type has no legend tag
- One type's areas hold two different tags
- Tile size unknown, so no tile is priced
- A typed SF or LF is far from the file's number
- The tags and sizes the app matched need confirming
- Wall angle taken from area perimeters (assumed)
- Light counts don't add up
- A tag on the plan isn't in the legend
- Tagged areas aren't inside any takeoff area
- Finish schedule, ceiling plan and takeoff disagree about a room
- A ceiling plan sheet has no takeoff
- An addendum's reissued ceiling sheet has no takeoff
- A room has no takeoff area
- A takeoff area sits over gypsum, another finish or a no-ceiling tag
- The schedule says a room isn't ACT, but it's in the takeoff
- An area was drawn twice
- Bulkheads/soffits, access panels, seismic bracing, wall angle or lights shown, with no takeoff line
- A room's takeoff SF differs from the drawings or schedule
- How should a deduct line count?
- Is the existing ceiling demo yours?
- Takeoff lines that belong to other trades came in with your file
- A perimeter line would print as area
- Walls came in as length only, with no height
- A wall type counts the same material twice
- A wet area has no waterproofing membrane
- Wet rooms on the schedule, but no wet area in the takeoff
- A fire-rated assembly has no UL design number
- Takeoff sits on a sheet an addendum replaced
- The takeoff and the bid count something differently
- Values that are starting guesses, not read from the plans
- Open-to-structure rooms still in the ceiling count
41Scope
Spec, drawings, addenda and RFIs
Scope
Spec, drawings, addenda and RFIs
- A spec item differs from your normal and isn't decided yet. Ceilings have a 13-item watch list (main and tee spacing, hangers, seismic, perimeter, fire rating, heights and plenum, tile edge, attic stock and more). For other trades it lists the price and risk items for the job.
- A drawing-check item isn't decided
- A spec item's quoted words aren't in the spec book
- The words are in a different paragraph than cited
- A specified product isn't in the book
- A section the spec cites isn't in the book (RFI it)
- A spec paragraph names a size or rating no item covers
- A material change read from the spec isn't on the estimate
- The job has something on your Ask me list ("This job has X. Bid it?")
- The job has something you marked Never ours, so it's now excluded
- The spec and the finish schedule disagree
- Schedule terms that cost money: night work, dates, work hours, trade order, liquidated damages, duration
- Bonds: bid bond, performance and payment bonds, a bid form asking bond cost
- An item costs money but isn't priced or excluded
- A spec number is vague ("per manufacturer"), so it goes to RFI
- A spec number's words can't be checked
- A spec number only applies in some cases ("where...")
- The spec numbers read need confirming
- A spec number isn't in the price
- A red spec change on the estimate: keep or remove
- A count you typed overrides the spec's count
- The spec counts a material differently from your formula
- You removed a line the spec added: put it back?
- You removed an item you chose to add to the price: put it back?
- An addendum has no changes for your trade, or changes nobody claims
- An addendum change's words aren't in the addendum
- An addendum change can move your price and hasn't reached it
- Addendum changes not yet seen or decided
- An addendum changes a spec number
- Reissued sheets not yet compared with the plan set
- A reissued sheet changed things for your trade
- The drawing check read the old sheet
- An addendum changes the estimate: fix it, then tap Fixed it
- Addendum sheets or sections involve your scope
- An RFI answer changes something (with dollar effect for ceilings)
- An addendum and an RFI give different values
- It's unclear whose scope an item is
- Accessories the spec asks for aren't in the price
- The spec asks for overtime at no extra cost
- Spec words that cost money, with no finding covering them
- Maker and product aren't named on the quote, the legend or the spec
29Quotes
Every supplier quote, line by line
Quotes
Every supplier quote, line by line
- A quote line isn't on the quote word for word
- A quote line isn't matched to one of your materials
- A quote's unit doesn't convert to the unit you buy in
- The line matches need confirming
- Which ceiling type does this line price?
- The quote's own math is off
- A $ amount on the quote isn't on any line
- Extra-charge or condition words (fuel surcharge, minimums, your own words)
- A second expiry comes before the good-until date or bid date
- The quote is expired or runs out before bid day
- Lead time runs past install start
- A quote price is more than 25% off your price sheet
- The quote's job name doesn't match the bid
- Tax left out or added twice
- A quote line isn't one of the spec's products
- Two reads of a scanned quote disagree on a price
- The quote was read before its text was kept
- The quote prices two options: which one?
- The price goes up or the quote expires before install
- A quote waiting to be accepted
- Spec products no quote covers
- A quote excludes something the spec asks for
- The supplier's name isn't on the quote
- The quote is made out to a different company
- The quote says nothing about freight or delivery
- The quote doesn't say whether sales tax is included
- The quote doesn't say how long its prices hold
- The quote offers an option your spec mentions
- Your quantity lands on a different price break on the quote
31Price and math
Every line worked out, then worked out again
Price and math
Every line worked out, then worked out again
- Waste % assumed
- Freight is a % with no quote giving it
- Prices or rates older than N months
- Price per SF more than 20% off your recent bids
- Bid Log total doesn't match the estimate
- Alternates or unit prices to check
- Numbers you typed instead of the app's
- Prices that look like placeholders
- Materials with no price, SAMPLE rates, items added with no amount
- Piece length not set
- An option group's pick has no price or count
- Box in SF but the formula counts tiles
- A material's count missing or looks wrong
- An item names a material that counts nothing
- A material counts nothing, so it isn't priced (with its dollars)
- A main material counts nothing though the takeoff has area for it
- Labor lines with no hours
- A $0.00 price
- Bond on with no rate
- Second check: every line worked out again from scratch gives a different number
- Waste counted twice
- Crew days: hours a day or crew size blank
- A formula step cuts the count
- One line covers several types: same or different?
- A labor line skips items
- Labor hours don't match count ÷ speed, or boxes don't match
- Is a labor rate pieces an hour or units an hour?
- Mileage has no $ a mile
- Phased work: a trip for each phase?
- A labor % applies to all the labor, not just one wall type
- A material has no labor line that installs it
27Proposal
The proposal and the GC's bid form, read back to the cent
Proposal
The proposal and the GC's bid form, read back to the cent
- No estimate yet
- An alternate or unit price prints "No bid"
- Addenda not read, so not acknowledged
- The GC's bid form isn't checked yet
- Your form has no base bid blank
- The form has no place to acknowledge addenda
- Exclusions or qualifications won't print
- Alternates won't print, or the form asks for one the bid doesn't have
- A blank gets the wrong number (an alternate's blank gets the base bid)
- Another trade's line stays on the form with a blank price
- A form blank is empty
- Read-back of the finished file fails (base bid to the cent, amount in words, exclusions once, addenda, stray $ amounts)
- Company name blank
- No GC on the bid
- Your form has no spots set, so the app makes its own PDF
- An exclusion from a drawing note needs its wording typed
- Edited proposal text has a $ amount that isn't one of this bid's numbers
- Exclusions still in starter wording
- No spec book, so the proposal can't name the spec section
- No plan set, so the proposal can't say which plans it's based on
- The plan set has no date for the proposal to cite
- The scope words don't name an item you priced
- Your job notes say something is excluded, but the exclusions don't
- The proposal and your job notes disagree
- An alternate prints $0 (No change)
- The proposal names tile or grid that isn't in the price
- The spec was read again after the proposal went out
20After you win
Contract, POs, pay apps, daily logs, RFIs and submittals
After you win
Contract, POs, pay apps, daily logs, RFIs and submittals
- Won is blocked by open estimate items or red spec changes
- A PO is more than 1% over budget, or prices are still open
- Contract vs your bid: amount, retainage, dates, exclusions kept, added scope, addenda listed
- An RFI unanswered for 5 working days
- Submittal package stops (tile has 6 of its own; ceilings have built-in rules; other trades get starter checks)
- A PO has no supplier typed
- The quote a PO came from is gone from the bid
- A PO item isn't on that supplier's quote
- A PO unit differs from how the quote sells it
- A PO price came from your price sheet, not a quote
- A pay app's period, GC or retainage is blank
- Pay app lines don't add up to the contract
- Billing is ahead of the progress shown
- Billing is less than the last application
- Stored materials are more than the line's balance
- A pay app bills less than already paid, or $0 this period
- A worker is on two daily logs for the same day
- A worker's hours across the logs don't fit in a day
- Two reads of a log photo disagree
- A log line isn't matched to a task