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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
Step 1

Upload docs

Three types of documents — each goes to the right place automatically

📐 Mechanical drawings
Drawings, specs, bid docs, addendums
📐
Drop files here
PDF or Word
→ Populates equipment schedule, project info, risks
📦 Equipment & material quotes
AirSide, CAM, Mech Sales, Force Equip, etc.
📦
Drop supplier PDFs here
Equipment & material only
→ Goes to Quote Comparison — side-by-side pricing table
🔧 Subcontractor quotes
TAB, insulation, BIM drawings, Cx, controls, crane
🔧
Drop sub quote files here
PDF or Word
→ Goes to Subcontractor Quotes — tracked separately at 10% markup
Step 2

Project info

Review and confirm before building the estimate

Step 3

Estimate builder

Equipment from mechanical schedule — set labor hours first, then enter supplier quotes. Click + quote on any row to log what the supplier includes and flag extra labor.

Sheet metal
Refrigerant piping
Step 7

Pricing & markup

Live totals — adjust rates and toggles

Rates
$/hr
%
%
%
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)
Step 6

Checklist & risks

Review before submitting bid

Bid checklist
Watch outs / risk register
Step 9

Generate proposal

Auto-populated from your estimate data

Step 4

Quote comparison

Upload supplier quote PDFs — AI extracts line items and builds a side-by-side comparison table. Select the winning quote per row to push prices to the estimate.

Upload quotes
💰
Drop supplier quote PDFs
AirSide, CAM, Mech Sales, Force Equip, etc.
Suppliers in comparison
Step 5

Subcontractor quotes

Quotes for work you're subbing out — insulation, TAB, BIM/shop drawings, commissioning, controls, crane. Upload PDFs and AI extracts the price. Markup applies at 10%.

Upload sub quote PDF
🔧
Drop sub quote PDFs here
Insulation, TAB, BIM, Cx, controls, crane...
Total subcontracted cost
No subs entered yet.
Step 8

Addendum tracker

Upload addenda PDFs — AI extracts cost impact items and scope changes, then tracks what you've addressed before submitting bid

Upload addendum
📄
Drop addendum PDF or Word file
GC-issued addendums, RFIs, clarification bulletins
Status
No addenda tracked yet.

Competitor tracker

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

Log a bid result
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 typeSizeStagingCrane stgInstallLine setsControlsStartupQCTotal

Accessories library

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

Equipment typeCondensateLine setsThermostat/wiringHangers/standsDuct transitionsControls (cat6)Other

Company defaults

Applied to every new bid

Estimator info
Pricing defaults
Line set pricing
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