Before you send an estimate
A short checklist before an estimate goes out.
Your estimator owns the number. This checklist takes a minute and helps you send an estimate you are ready to stand behind.
Check every line. In the Estimate review, Lines checked shows how many you have decided. A finished review reads, for example, 12 of 12.
Answer the questions. Open questions shows what is still waiting. Answer them in the review, and send your answers to MillOS.
Read the assumptions and exclusions. At the bottom of the review, Assumptions and exclusions lists what MillOS took for granted and what it left out of the price.
Check the scale. In Takeoff Studio, confirm the scale on the sheets that matter most to your total.
Check the total. Under How the total adds up you can see the subtotal, adders and tax behind the Estimate total.
Approve every line. When every line is approved, your workbook and proposal carry no Draft stamp.
Next steps
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