a.k.a. Bid Specialist, Proposal Specialist, Project Estimator
The Estimator
Turns scope into accurate pricing and a plan the field can execute.
The seat at a glance
Department
Sales
Works from
Hybrid
Pay
$50k-90k
In the software
daily
The tools we built for them
Products for the Estimator.
Each one saves the estimator a few hours a week and a lot of friction.
Who they are
Half-desk, half-truck, the estimator.
Turns scope into accurate pricing and a plan the field can execute.
Software relationship: daily
Goals · what “good” looks like
- ▸Actual job cost within 5% of estimate
- ▸Fewer change-order surprises
- ▸Estimates returned within 48 hours
Also called
Bid SpecialistProposal SpecialistProject Estimator
Setting
Hybrid
splits timeWhat they own · where they slip
The job, frankly.
Core duties
what’s on their plate every week
✓
Gather scope details through takeoffs and site visits
✓
Build accurate estimates with materials, labor, margin
✓
Document exclusions and assumptions
✓
Coordinate measurement with field team
✓
Update estimates when scope changes
Where they trip
watch for these, they’re common
✗Underestimating labor on complex jobs
✗Not documenting exclusions clearly
✗Using stale material pricing
What makes them a champion
Build an estimate from a template that auto-pulls current pricing and labor rates.
what the estimator says the first time the dashboard finally clicks.
Keep exploring
