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Job 01 · Estimating desk

// Architectural millwork manufacturers · Casework schedule quotes

Casework schedule quotes, drafted by room and elevation from the documents your estimator already reads.

A bid set lands with interior elevations, a casework schedule, and specification sections spread across Division 06 and Division 12. Your estimator turns it into a sheet of what to price. In a free AI proof of concept, AI drafts that sheet again from copies of 20 to 30 bids you already priced: unit types and sizes, materials and laminates, hardware and countertops, the quality grade called for, and the items the documents leave open or disagree on. Your reviewer, the estimator who knows your casework best, compares each draft with the sheet your team actually built.

Book a proof-of-concept call30 minutes with Rob
Bids tested
20 to 30, already priced
Prices set by AI
None
Estimating logins
None

// The one job

From elevations and a schedule to a sheet your estimator can price

A hospital renovation or a school addition reaches your bid desk as a plan set and a project manual. The casework schedule, where there is one, names units and finishes; the interior elevations show what goes on each wall; and the requirements sit in whichever section the architect chose. The same classroom cabinet lives in Section 06 45 00 in Albuquerque Public Schools' standard and in Section 12 30 00 in Worcester Public Schools' late 2024 replacement bid, while the University of Maryland keeps stock cabinets in 12 32 00 and Oregon State University wrote a control desk into 06 41 00.

For the test, AI reads copies of those documents and drafts the quote sheet room by room and elevation by elevation: each unit with its size and door and drawer layout, the laminate or veneer as the section writes it, hardware by unit, countertops and splashes, the grade called for, and a list of everything the documents leave open or disagree on, with the sheet or section named. It sets no price and sends nothing. Your reviewer holds each draft against the sheet your estimator built and the shop drawings the job ended up with.

Schedule and elevationFrom the bid set
Room and elevation
Casework section
Grade
Addenda
UnitSizeFinish
Made-up schedule, for illustration
Read room by room,
section by section
Draft quote sheetFor your estimator
Room
Elevation
Grade called for
Open items
Unit typeMaterials, hardwareSource
Made-up sheet, no prices shown

// The hard parts

What a casework bid set leaves for the estimator to sort out

A grade is set item by item. Oregon State's casework section for its Dixon Recreation Center, reissued with Addendum 1 in March 2023, builds cabinets and countertops to Architectural Woodwork Institute (AWI) Custom grade unless specified otherwise, then marks a wood bench, a wall panel and wood slats Premium, and warns that the contract documents go past the standard in places. Worcester's classroom casework section holds all joinery to Premium. Yale's design standard takes Custom as its default and then adds a separate list for the School of Medicine. The draft records the grade for each item as its section states it, with the section number beside it, and never rolls a job up to one grade.

The room changes the cabinet. Albuquerque's section builds office cabinets flush overlay and classroom cabinets reveal overlay, holds wall and base units to 32 inches wide except sink bases and map drawer cabinets, and changes the toe base core in rooms with floor drains. Worcester wants thicker panels on doors more than 36 inches tall. Northern Arizona refuses particleboard for shelving with more than a 2-foot unsupported span, and Yale's medical school shelves are 1 inch thick with standards no more than 30 inches apart. Each unit on the draft stays tied to its room and elevation so rules like these land on the right lines, and any room the schedule and the elevations name differently goes on the open list.

One laminate standard, many ways of writing it. These sections all point to NEMA LD 3, the high-pressure decorative laminate standard, but the codes differ. Yale's medical school cabinets call for GP-50 with a BK20 backing sheet for balanced construction. Oregon State uses VGS on vertical faces, CLS on semi-exposed surfaces and BKL on concealed backs. Worcester's package writes GP48 and GP28 and still cites editions of the standard from 1991 and 1985. Albuquerque's counters are PF42, and absent other direction its section limits a project to four colors or patterns, one for cabinets and one for tops per elevation. Oregon State's first laminate line gives its color as TBD. The draft copies each code with its source and puts every unnamed color on the open list.

Hardware is a list of type numbers and conditions. ANSI/BHMA A156.9 is the cabinet hardware standard these sections cite. Type B01602 is a frameless concealed hinge in both the University of Maryland's section and Oregon State's, yet one asks for 170 degrees of opening and the other for 135. Maryland assigns 1HD-100 slides to box drawers up to 6 inches high and 24 wide and 1HD-200 to drawers beyond that, and wants two pulls on drawers wider than 24 inches. Albuquerque keys every lock in a room alike and different from the next room, with two master keys. Northern Arizona sets Type 2, institutional, as its floor. Case Western lists hinges, slides and locks by maker and model as a basis of design, subject to the owner's approval. The draft counts hardware per unit and per room, keeps the type number and condition on each line, and leaves every substitution to your estimator.

Tops, wet walls and what nobody wrote down. Northern Arizona keeps high-pressure laminate for ordinary counters and wants solid surface tops and backsplashes at lavatories, coffee bars and other spots that stay wet. Worcester asks for moisture-resistant MDF under countertops with sinks, and Albuquerque wants no top joints within 24 inches of a sink or knee space. Worcester's section also says outright that it makes no attempt to list every element of casework on the project, so the elevations have to fill that in, and it wants a complete 24-inch sample base cabinet, with top, door and drawer, as a verification sample. Your reviewer, usually the chief estimator or whoever wrote that bid, scores units counted, sizes, codes, hardware lines, grades, and each open item found or missed.

// What you send

What the test needs from your bid desk

Copies and exports
No estimating login
01

20 to 30 bids you priced

For each one, the interior elevations, casework schedule, Division 06 and 12 sections and addenda as they reached you, and the quote sheet your estimator built. Mix hospitals, schools, offices and hospitality work the way your bids really run, and keep some you lost.

02

What the job turned out to need

Approved shop drawings, RFIs and change orders on the bids you won. They show which open items were real and how each one got settled.

03

How your estimators break it out

Your own unit names, how hardware and countertops are carried on the sheet, and what counts as an exclusion. A page of notes from your chief estimator will do.

04

NDA first, copies only

Signed before a single sheet moves. We never log in to your estimating program, shop drawing system, ERP or a plan room. Bid sets that have to stay in the building become look-alikes built with your reviewer, traps included.

// Before it starts

Agreed before the first bid set moves

What counts as an open item decides most of the scoring, so the owner settles that with your reviewer first.

Casework quote test termsOwner decides
Your reviewer
Named by the owner, often the chief estimator
Success criteria
In writing: counts, codes and grades that must match, and open items that must appear
Sample
Chosen by your reviewer, with Division 06 and Division 12 jobs both in it
Unit names
Your shop's own, so the sheet reads the way your estimators write it
Who prices
Your estimator, on every line
Price
A range for running it live, given before any bid set moves
NDA
Signed before any plan or specification is shared

// How it's judged

Each draft beside the sheet your estimator built

Bid by bid
Every elevation read
On the same 20 to 30 bidsYour estimator's sheetThe AI draft
Every room and elevation counted onceFilled in from your bidsFilled in from your bids
Unit types and sizes, by elevationFilled in from your bidsFilled in from your bids
Material and laminate code as each section writes itFilled in from your bidsFilled in from your bids
Hardware type numbers and conditions, per unit and roomFilled in from your bidsFilled in from your bids
Countertops, splashes and sink cutoutsFilled in from your bidsFilled in from your bids
Grade called for, item by itemFilled in from your bidsFilled in from your bids
Items the documents leave open or disagree onFilled in from your bidsFilled in from your bids
Hours from bid set received to a sheet ready to priceFilled in from your bidsFilled in from your bids
No score yet. Every cell waits for your own priced bids to run through the test.Your reviewer marks each line and makes the call.

// After a yes

About 30 days on incoming bid sets

If your reviewer says yes against the success criteria, new bid sets get a draft sheet for about 30 days.

Your estimator checks every sheet and sets every price, and each quote still goes out from your team, the way it does today.

Its price gets fixed ahead of signing. Any next job is picked and priced on its own, with monthly support once one is running.

// What could come next

Possible next jobs, ranked

To talk over with you
One at a time
  1. 01

    Quality program files

    A closed project's certification paperwork gathered from your own records for your quality or project manager to review.

    Next
  2. 02

    Shop drawing submittal logs

    Each submittal tracked against the architect's response, with resubmittals and open comments listed by elevation.

    Then
  3. 03

    Revised elevations against the priced set

    A bulletin compared with the sheets you priced, so whoever writes the change sees which units moved.

    After that

// One hard limit

It lays out the quote sheet. It never prices the job or judges the work.

The proof of concept never touches your estimating, shop drawing or ERP system or a live quote, and no sheet reaches an architect, a general contractor or a supplier. It never decides that work meets a grade or that a product is an acceptable substitute. Every sheet passes under an estimator's eye, every quality question belongs to your quality person and the program's inspector, and defense and aerospace work stays out.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob gives the range on the call, once he knows how many casework bids your estimators price in a month and how many elevations a typical one carries.

// Questions

Questions from estimating desks

Will the AI price our casework?
No. The sheet lays out what there is to price: units, sizes, materials, hardware, tops and grades. Your estimator applies your own numbers, and the test never opens a price book or an estimating system.
Can it read interior elevations, or only a schedule?
That is what the test measures. It reads both, and your reviewer scores each elevation against your estimator's count. Anything it can't read clearly goes on the open list with the sheet named.
What happens when the elevations and the specification disagree?
Both versions go on the sheet with their sources, and the item stays open. Settling it is your estimator's job, whether that means an assumption on the quote or a question to the architect.
Our casework shows up in Division 06 on some jobs and Division 12 on others. Does that matter?
Put both kinds in the sample. Each draft names the section it read for every item, so your reviewer can see whether anything was missed because it sat in the other division.
Can it tell us whether a substitute hinge or laminate is acceptable?
No. It shows what the section calls for and any basis-of-design note beside it. Whether a substitute is acceptable stays with your estimator, the architect and your quality person.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring one bid set with a messy casework section.

Half an hour with Rob about your shop, your role, the job you'd test and how many casework bids your team prices in a month. Keep drawings and specifications back until the NDA is signed.

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