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Job 01 · Estimating

// Gear manufacturers · Gear print quote requests

A gear print and its data block, read into a quote sheet your estimator can start from.

A customer emails a drawing with a table of gear data in the corner and notes on material, heat treat and inspection. All of it has to be read before anyone can think about price. In a free AI proof of concept, AI reads each print into a draft quote sheet, working from copies of 20 to 30 prints your shop already quoted. Your reviewer, the estimator who knows your quoting best, compares each sheet with what was actually taken from that print.

Book a proof-of-concept call30 minutes with Rob
Past prints
20 to 30
Jobs priced by the AI
None
Live quotes touched
None

// The one job

From a drawing's corner table to one sheet for the estimator

Every gear quote opens with transcription. Someone pulls the number of teeth, module or diametral pitch, pressure angle, helix angle and hand, and face width from the data block, hunts through the notes for material and heat treatment, finds the quality class, and works out which inspection report the customer expects. Only then does the judgment start: whether you can cut it, on what tool, and for how much.

For the test, AI reads copies of those prints and drafts a quote sheet that holds each value as printed and where it was found, the quality class with the document it belongs to, the report asked for, and a separate list of items a person must decide. Price, hours, lead time and machine choice never appear on it. A value the print doesn't give stays blank.

Customer gear printDrawing and notes
Data block
Material note
Heat treat note
Quality class
FieldValuePlane
Invented print, no customer's gear
Read, not priced
for your estimator
Draft quote sheetFor the estimator
Teeth and pitch
Angles and hand
Class and document
Report asked for
ItemAs printedTo decide
Made-up sheet, for illustration

// What the data block hides

Why two prints with the same numbers can be different gears

A published list says what a print should state. ISO 1340, first issued in 1976, sets out what a purchaser should give a gear maker: a table, preferably at the upper right of the drawing, with module or diametral pitch, tooth count, basic rack, helix angle and direction, reference diameter, addendum modification coefficient, tooth thickness, tolerances, centre distance, and the tooth count and drawing number of the mating gear. On a sector, the count is for the whole gear the sector comes from, an easy one to misread. Any item a print leaves out becomes a question on the sheet.

On a helical gear, the plane is part of the number. ISO 1340 asks for the normal pitch on a helical gear, and not every print follows it. Writing in Gear Technology in 2018, Charles Schultz warned that transverse diametral pitch hobs with 20-degree pressure angles come both ways, some normal pressure angle and some transverse, that the two are not conjugate, and that to the naked eye many of these tools look alike. So the sheet records pitch and pressure angle with the plane each was given in. A print that doesn't say goes on the list to decide.

Tooth thickness can be written three ways. ISO 1340 allows a Wildhaber measurement across a stated number of teeth, a constant chord, or a measurement over pins or balls of a stated diameter, each with its upper and lower deviations. Information sheet AGMA 913-A98 exists to translate tooth thickness given by thickness, center distance or diameter into profile shift coefficients, which shows how much sits in that one cell. The sheet keeps the method, the count or pin size and the limits as written, and converts nothing.

A class means little without its document. AGMA 2000-A88 ran from Q3 to Q15, tighter as the number rose. ANSI/AGMA 2015-1-A01 runs from A2 to A11, tighter as the number falls. Edward Lawson, then chairman of AGMA's inspection committee, wrote in 2004 that comparing grades across standards is never really valid, while offering a rough rule of subtracting from 17, so Q10 sits near A7. The sheet carries the class with the document the print names, and any translation stays with your estimator.

Material, heat treat and the report request carry much of the scope. A 2010 paper to the Heavy Movable Structures symposium found bridge authorities fairly consistent in excluding carburized and ground helical gearing, so two identical data blocks can follow very different routings. The sheet shows material, process and hardness as called out, and whether the print or purchase terms ask for charts, case depth records or certificates. Your reviewer, usually the lead estimator, checks that each value matches, each plane and method is right, and the list to decide is what they would have asked. These are public documents, described for context and not as engineering advice.

// What you send

Prints your estimators have already worked through

Copies only
Commercial work only
01

20 to 30 quoted gear prints

Each drawing with its data block and notes, the customer's email or RFQ, and the sheet or quote your estimator built from it. Include a helical gear, a sector or a mated pair if you have them, and one you passed on.

02

What your estimator wrote down

Takeoff sheets, marked-up prints and any questions sent back to the customer, so each draft is held against what was really asked.

03

Your quote sheet layout

The form your estimators fill in, or a past example, so drafts come back in the columns they already use.

04

Customer terms that travel with prints

Standing purchase terms on inspection reports, charts or certificates, where your agreement with that customer allows sharing.

05

NDA first, then copies

Signed before a print moves. No login to your shop system, your quoting software or your gear analyzer. If prints have to stay in the building, we build look-alikes with you that keep the same callouts.

// Before it starts

Set in writing ahead of the first print

Your owner and lead estimator settle each line before anything is copied.

Gear quote sheet test termsOwner decides
Your reviewer
The owner's pick, most often your senior gear estimator
List to decide
What always goes to a person, such as plane, class or heat treat gaps
Success criteria
In writing: which fields must match, and how blanks are counted
Prints
Commercial work picked by your reviewer
Price
A range for running it live, before any print is copied

// How it's scored

The estimator's reading, beside the draft

Print by print
Field by field
On the same 20 to 30 printsWhat your estimator readThe draft sheet
Teeth, module or diametral pitch, and face widthFilled in from your printsFilled in from your prints
Pressure angle, helix angle, hand and planeFilled in from your printsFilled in from your prints
Tooth thickness method and limitsFilled in from your printsFilled in from your prints
Material and heat treatment as called outFilled in from your printsFilled in from your prints
Quality class with its document namedFilled in from your printsFilled in from your prints
Inspection report and certificates asked forFilled in from your printsFilled in from your prints
Items sent to a person to decideFilled in from your printsFilled in from your prints
Time from print received to a sheet ready to checkFilled in from your printsFilled in from your prints
Empty for now. Each cell waits until your own prints have been read.Your reviewer scores each field, and that score settles it.

// After a yes

About 30 days on incoming prints

With your reviewer's yes, new gear prints get a draft quote sheet for about 30 days.

An estimator reviews every sheet, sets the price and approves the quote, and nothing reaches a customer or your shop system without that person. A further job is a separate decision at its own price.

// Possible next jobs

After quote sheets, if you want more

Ranked, not promised
Each priced alone
  1. 01

    Gear inspection report files

    The customer's package gathered from shop records for one job, with the gaps listed for your quality manager.

    Next
  2. 02

    Hob and cutter checks

    Pitch, pressure angle and plane on a won job compared with your tool room's list.

    Then
  3. 03

    Replacement gears from worn samples

    Measurements of a customer's worn gear laid out as a draft data block, every inferred value marked.

    After that

// One hard limit

It never prices a gear.

Only copies are ever used. It never opens your shop system, a gear analyzer, a live quote or a live inspection report. It reads and lists, and it sets no price, hours, lead time or tool. It never judges a measurement or signs a report. An estimator on your team approves every quote and decides whether you can make the gear. Defense and aerospace prints stay out of the sample.

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

The range follows how many prints reach your estimators in a month and how many of them are helical, bevel or worm work.

// Questions

Questions from gear estimators

Can it quote a gear we have never cut?
It doesn't quote at all. New and repeat prints get the same reading, your estimator does the pricing, and anything the print doesn't state goes on the list to decide.
Our prints come in inches and metric, and some are decades old. Is that a problem?
Those belong in the sample. The draft copies module or diametral pitch as written and names the document the print cites. It converts nothing, so an old Q class stays a Q class.
Can bevel gears and worms be in the sample?
Yes, if your reviewer wants them there. Their data blocks carry different fields, so the sheet follows the form your estimator uses for that work and lists anything it can't place.
What about a print that's a scan or a photo of a fax?
Send it as you received it. A value the draft can't read clearly is left blank and listed rather than guessed, and your reviewer sees which prints caused that.
Will it tell us whether we can hold the class on the print?
No. Whether your machines and process can hold a class is for your estimator and engineer to say. The sheet states the class the print names and stops there.
Does it need our hob list or machine capacity?
No. The sheet reads the customer's print and nothing of yours beyond the quote layout. Matching a job to your hobs could be a later job, with its own copies and success criteria.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Start with prints your estimator already read.

Thirty minutes with Rob on your shop, your role, the kinds of gears you quote and about how many prints arrive in a month. Prints and quote sheets stay with you until the NDA is signed.

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