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Job 01 · Estimating desk

// Building products distributors · Lumber takeoffs

Builder plan sets into lumber takeoffs and material quotes, graded against bids you sent.

A builder sends a plan set and wants a number for the house, often for every elevation and option on it. Your estimator counts it into a lumber list, sets the trusses, floor system and roof from their own layouts, and prices the package. In a free AI proof of concept, AI drafts those takeoffs again from copies of 20 to 30 plan sets your team already bid, in your items, your units and the loads they ship in. Your reviewer, the estimator whose counts the rest of the desk trusts, checks every line against the takeoff that went out.

Book a proof-of-concept call30 minutes with Rob
Plan sets tested
20 to 30, already bid
Members sized by AI
None
Signed before plans move
An NDA

// The one job

From a plan set to a package a builder can price

The plan set arrives as a PDF: floor plans, elevations, sections, a roof plan, and window and door schedules, sometimes with framing notes from the builder's engineer. The estimator reads wall heights and lengths, counts studs, plates, headers and sheathing, takes the trusses and engineered floor from their layouts, and splits the house into the loads it will ship in, from first-floor walls to exterior trim.

For the test, AI reads copies of the same plan sets and drafts each takeoff and material quote: item, count, length, the unit you sell it in and the load it ships with, priced from your records as of the bid date. Where a count would mean scaling the drawing rather than reading a written dimension, or a size is missing, the line goes to your estimator with the sheet named. Nothing reaches a builder.

Plan setPDF from the builder
Plan and elevation
Options
Wall heights
Roof pitch
SheetWritten dimensionSchedule
Made-up example plan set
Counted
for your estimator
Draft takeoffFor your estimator
Builder and plan
Load
Price date
Options added
Your item no.Count, lengthUnit
Made-up example takeoff

// The hard parts

What a lumber takeoff has to get right

One plan is several houses. A production builder often sells each plan in two or three elevations, each with its own front wall and roof line, plus structural options such as a third garage bay, a covered patio or a bonus room. Estimators keep a base takeoff and add or subtract for each elevation and option, so a start is priced from the base plus what was picked for that lot. The draft keeps that structure, and the success criteria say whether an option is graded as its own line or inside the house total.

Wall height decides the stud. Precut studs exist so a wall comes out at ceiling height once its plates are on. The Journal of Light Construction gives 92-5/8 inches for 8-foot walls, with two top plates and one bottom plate, and 104-5/8 for 9-foot ceilings. A house with 9-foot walls downstairs and 8-foot walls up calls for two stud lengths. Lumber is priced in more than one unit, too: DMSi lists piece, MBF and lineal foot among the units Agility can sell in, and says market costs can be imported from publications such as Random Lengths. A 2x10 at 16 feet is 26.67 board feet, so every draft line carries its piece count and the unit its price is set in.

The roof and the floor come from someone else's drawing. The residential code treats trusses as replacements for the joist and rafter framing it otherwise spells out. SBC Magazine describes the truss placement diagram as an erection drawing that repeats or identifies the truss maker's assumptions about the approved plans, and under TPI 1 section 2.3.5.4 a placement diagram used only to guide installation needs no truss designer's seal. Engineered floors are laid out in the supplier's software: Boise Cascade offers lumberyards and distributors BC Framer for 3D design and BC Estimator for engineered wood estimating, and Weyerhaeuser's suite includes Forte, Javelin and Estima. The draft takes those members from the layout or quote you send and removes the rafters and joists they replace.

The outside of the house is counted in squares and feet. GAF's data sheet for Timberline HD shingles lists three bundles and 64 pieces to a square, and 256 nails a square, or 384 where six nails per shingle are required. Starter and hip-and-ridge are separate products bought by the length of eave, rake, hip and ridge. On a re-roof with no plans, a measurement report does the counting: EagleView's sample report totals ridges, hips, valleys, rakes and eaves separately, applies its waste table only to shingle roof areas at 3/12 pitch or steeper, rounds up to a third of a square, and leaves ridge, hip and starter out of that table. The draft adds them from the edge totals.

What your reviewer watches. Usually the estimating manager or the senior estimator on your largest builder: studs at the wrong length for the wall, headers taken from a plan note that a later revision changed, trusses and stick framing both counted for the same roof, an option priced into the base house, waste added twice, and lines in the wrong load. The waste factors themselves are your estimators', written into the success criteria before anything is graded.

// What you send

What the test needs from your estimators

Copies and exports
No estimating login
01

20 to 30 plan sets you bid

Each plan set as the builder sent it, with the takeoff and quote your estimator produced. Include a plan with several elevations and options, one custom house, and a few bids you lost.

02

Items, units and price records

An export of your item list with lengths and units, and the price records or builder agreements those bids used, as of their bid dates.

03

The component quotes behind them

Truss layouts and quotes from your plant or vendor, engineered floor layouts, and window quotes that went with those bids. The draft reads them and never redoes them.

04

An NDA before the first plan set

Builders' plans and your pricing are private, so the NDA comes first. We never sign in to your ERP or your estimating program. If plans can't leave, we build a look-alike plan set with your reviewer.

// Before it starts

Settled before any plan set moves

Waste and options are where two good estimators disagree, so the owner settles both before a draft is graded.

Takeoff test termsOwner decides
Your reviewer
Named by the owner, often the estimating manager or senior estimator
Waste rule
Whose waste factors count, by material, and where they apply
Options
Graded as separate lines, or inside each house total
Success criteria
Written and agreed, for counts, lengths, units and price
Sample
Picked by your reviewer, lost bids and a custom house included
Price
A range for running takeoffs live
NDA
Signed before plans or price records are shared

// How it's judged

Each draft beside the takeoff your estimator sent

Plan by plan
Every line counted
On the same 20 to 30 plan setsYour estimator's takeoffThe AI draft
Plan, elevation and options matched to the bidCounted on your plan setsCounted on your plan sets
Stud counts and lengths by wall heightCounted on your plan setsCounted on your plan sets
Plates, headers and sheathing from the plan's notesCounted on your plan setsCounted on your plan sets
Trusses and engineered floor from their layouts, nothing counted twiceCounted on your plan setsCounted on your plan sets
Shingles in squares, starter and ridge from edge lengthsCounted on your plan setsCounted on your plan sets
Unit and price date on every lineCounted on your plan setsCounted on your plan sets
Lines left for your estimator, and whyCounted on your plan setsCounted on your plan sets
Time from plan set received to a takeoff ready to checkCounted on your plan setsCounted on your plan sets
Nothing counted yet. Each cell stays open until your own plan sets have gone through the test.Your reviewer grades each line and decides.

// After a yes

About 30 days on new plan sets

When your reviewer says yes against the success criteria, the same job runs on incoming plan sets for about 30 days.

Every draft waits for an estimator to check, change or throw it out, and only your team sends a number to a builder.

The live run has a fixed price you see before signing; a next job is priced by itself.

// What could come next

Possible next jobs, ranked

Ideas to weigh together
One job at a time
  1. 01

    Plan revisions

    A builder's revised plan set compared sheet by sheet with the one you bid, with the takeoff lines that move listed for your estimator.

    Next
  2. 02

    Builder POs by lot

    Each start's purchase order checked against the bid house and the options chosen for that lot, before the first load ships.

    Then
  3. 03

    Special order windows and doors

    The window package from the takeoff configured, ordered and checked against the manufacturer's acknowledgment.

    After that

// One hard limit

It never sizes a header, beam or truss.

Every structural size in a draft comes from the plans, the builder's engineer, or the truss and engineered floor layouts you send. When a size is missing or unclear, the line goes to your estimator without one. During the test no takeoff, quote or question reaches a builder, a truss designer or a supplier.

Lumber takeoffs carry their own price: a range before the proof of concept, and a fixed figure you see before signing.

The range depends on how many plan sets your estimators bid in a month, how many elevations and options a typical production plan carries, and how many branches estimate.

// Questions

Questions from estimating managers

Can it take off a house from a PDF plan set?
It reads the written dimensions, schedules and notes on the sheets you send, as PDFs or scans, and counts from them. Where a quantity would depend on scaling the drawing, or two sheets disagree, the line goes to your estimator with the sheet named.
Will it design the trusses or the floor system?
No. Trusses and engineered floors come from the layouts and quotes your plant or supplier made, and the draft lists them as shown. It only takes out the stick framing those members replace.
How does it price lumber when the market moves?
From the price records you send, as of each bid's date, in the unit each price is set in. It never looks up a market price or adds a margin of its own. How a quote should treat a moving market is written into the success criteria.
Does it replace our estimating program?
No. The test runs beside it on copies. In a live run, drafts come back in a layout your estimators can key or import into the program they already use, scoped before you sign.
Who should be our reviewer?
The estimator whose counts the others check theirs against, often the one who bids your largest production builder. The owner names them before the test, and their call against the success criteria decides it.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring one plan you bid with all its elevations.

Thirty minutes with Rob. He'll want your company and role, the job you'd test, and roughly how many plan sets reach your estimators each month. Plan sets and price files stay with you until the NDA is signed.

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