McCormick's HVAC — Estimating Platform

Dashboard

McCormick's Heating & Air Conditioning — Estimating overview

0

Active Estimates

$0

Pipeline Value

—

Win Rate

$0

Avg Job Value

—

Effective Rate

GP ÷ labor hrs

Active Estimates

No saved estimates yet — start a new one above

Win / Loss Summary

0

WINS

0

LOSSES

0

PENDING

Recent Activity

Activity will appear here as you work

Upload project docs

Drop drawings and specs — AI extracts equipment schedule, project info, and flags risks

📄

Drop PDF or Word files here

Mechanical drawings, specs, addendums, bid docs

Project info

Review and confirm before building the estimate

Project name

Location

GC / Client

Bid due date

Estimator

Proposal expires (days)

Addendums acknowledged

Pricing caveat (shown bold on proposal)

Estimate builder

Equipment from mechanical schedule — expand each row to edit accessories and labor hours

Sheet metal

Material cost

Field labor cost

Shop labor cost

Sheet metal notes

Refrigerant piping

Material cost

Labor cost

Refrigerant piping notes

Pricing & markup

Live totals — adjust rates and toggles

Rates

Labor rate$/hr

Equipment + labor markup%

Subcontractor markup%

Tax rate (equipment only)%

Toggles

Apply tax to equipment

Add bonding (2.4%)

Additional proposal line items

Summary

Equipment (supplier quotes)$0

Accessories$0

Labor (hrs x rate)$0

Sheet metal$0

Refrigerant piping$0

Subcontractor$0

Markup$0

Tax--

Bonding--

HVAC total$0

Gross margin: 0%

Effective rate: — (gross profit ÷ labor hours)

Checklist & risks

Review before submitting bid

Bid checklist

Watch outs / risk register

Generate proposal

Auto-populated from your estimate data

Competitor tracker

Log competitor bids, track wins and losses, spot pricing patterns over time

Log a bid result

Project name

Your bid amount

Outcome

Notes (why won/lost, scope differences)

Bid history

By competitor

Global exclusions

Applied to all bids by default — Claude also uses these to filter the equipment schedule on upload

Labor hour library

Industry-standard man-hours by equipment type and size — edit to match your crew over time

Equipment type	Size	Staging	Crane stg	Install	Line sets	Controls	Startup	QC	Total

Accessories library

Default accessory costs by equipment type — pre-populates each estimate row

Equipment type	Condensate	Line sets	Thermostat/wiring	Hangers/stands	Duct transitions	Controls (cat6)	Other

Company defaults

Applied to every new bid

Estimator info

Name

Email

Cell

Office

Pricing defaults

Labor rate ($/hr)

Equipment + labor markup (%)

Subcontractor markup (%)

Proposal expiry (days)

Line set pricing

Cost per segment

Segment length (ft)

AI Extraction — Anthropic API Key

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