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Job 01 · Bid desk

// Mechanical insulation contractors · Schedules

Insulation system schedules, drafted from the spec and drawings before your estimator counts a foot of pipe.

Mechanical insulation estimating starts with reading: which services get insulated, in what material and thickness, under what jacket, and where. A free AI proof of concept reads the specification and drawings from 20 to 30 bids you already priced and drafts a schedule by service: pipe or duct service, size band, material, thickness, jacket, and exposed or concealed location. Services the spec doesn't cover and lines where the spec and drawings disagree get lists of their own. Your reviewer, the estimator who knows your bid desk best, sets each draft beside the schedule your team built.

Book a proof-of-concept call30 minutes with Rob
Bid specs already priced
20 to 30
Thicknesses decided by AI
None
Live bids touched
None

// The one job

From a spec section to one schedule your estimator can check

A bid set arrives with a mechanical specification and a stack of plans. Somewhere in Division 23, and often Division 22, an engineer has said which services get insulated, in what, how thick, and what goes over it. The drawings add the routing: what sits in a mechanical room, what runs above a ceiling, what goes outdoors. Your estimator turns that into one schedule before takeoff starts, because a count against the wrong system is wasted.

In the test, AI reads copies of those documents and drafts the schedule: one row per service and size band, with material, thickness, jacket and location, and the section and paragraph behind each value. Two lists sit under it, one for services the spec leaves out and one for lines where the spec and the drawings say different things. Nothing is priced or submitted, and your estimator checks every row.

Spec section and plansFrom the bid set
Section
Service
Size band
Thickness
ServiceMaterialJacket
Illustration, not a real specification
Read against
the drawings
Insulation system scheduleDraft for your estimator
Service
Size band
Location
Open questions
MaterialThicknessJacket
Illustration, not your schedule

// Where it gets hard

One service can be four rows, and the rows don't always agree

Each owner breaks the rows differently. Duke University's standard runs on columns for service, marker, size, material, thickness, finish and color, with steam broken at 3 inches and 4 inches and condensate at 2 and 2-1/2. Condenser water gets no insulation and a coat of dark green enamel, process water shows a thickness of TBD, and relief vents show n/a. Duke also says project specs shall carry an insulation and jacketing schedule in table format; where a set has none, your estimator builds one. New York State's master specification sorts chilled water by temperature first, at 40 degrees F and below or above 40 and below 60, then by pipe size. The draft keeps each spec's own breaks and lists TBD and n/a rows for your estimator.

Master specs leave their choices showing. The University of Houston's section still carries bracketed options and blanks for chilled water runouts, and a footnote that adds a half inch of thickness where insulation is exposed to outdoor ambient temperature. New York's says that where more than one material is listed, the choice is the contractor's, and its editor's notes warn that tubular elastomeric isn't made above NPS 6 and that elastomeric and polyisocyanurate stop at 1 inch to hold a flame-spread index of 25 and a smoke-developed index of 50. A bid set may arrive with those options still open. The draft quotes each option as printed and doesn't choose.

Location is more than exposed or concealed. New York's jacket schedule sorts endless variations into those two words, and real jobs add height. Western Washington University wants metal jackets on steam and condensate less than 8 feet above the floor, Houston offers a protective covering within 6 feet of the finished floor in mechanical and air handling unit rooms, and Cornell wants aluminum or PVC over jacketing in high traffic areas. Duke puts vinyl or canvas jacketing on all ductwork and piping in mechanical rooms, penthouses and general equipment spaces. The spec gives the rule and the drawings decide which feet of a run it touches. Where plans don't show elevation, the draft says so.

Owners disagree about what gets insulated at all. Cornell's standard requires insulation on whole strainer bodies and blowdown valves, steam traps, control valves with their actuators and gearboxes, low point drains and air separators, and says this typically goes beyond industry master specifications. Western Washington tells designers not to insulate control valve actuators, steam traps or heating water pumps unless burn protection calls for it, and to use removable covers on flanges and control valves. New York's items not insulated include factory-insulated flexible ducts, flexible connectors, vibration-control devices and chrome-plated pipe unless someone could be hurt. Cornell insulates dedicated outside air ducts in unconditioned space even within a 15 degree F difference. The first open list is what the documents leave out or leave unclear.

Code references age, and a table can contradict itself. Washington State's energy code sets minimum pipe thickness by fluid temperature, conductivity and pipe size, with a footnote formula for material outside the listed conductivity range, an exception for fluids between 60 and 105 degrees F, and a rule that outdoor protection be removable for at least six feet from equipment, with no adhesive tape. One campus plumbing standard from 2019 still cites ASHRAE 90.1-2007 and lists non-potable lines 2-1/2 inches and larger twice, at two thicknesses. The test never decides what a code requires, and nothing on this page is legal or engineering advice. Your reviewer will look first at size bands that overlap or leave a gap, TBD rows, a thickness on one document only, jackets that change with height, and valves, strainers and traps neither document mentions.

// What you send

Bids your estimators already read and priced

20 to 30 past bids
Copies only
01

20 to 30 finished schedules

For each bid, the schedule or takeoff summary your estimator built and the number it fed. Mix commercial, hospital and plant work if you do all three, and include one that moved after an addendum.

02

The documents behind them

The Division 22 and 23 sections, the mechanical and plumbing plans, any insulation schedule on the sheets, addenda and pre-bid RFIs, as they reached your desk.

03

How your desk reads a spec

How you band pipe sizes, when you price fittings and jacket apart from pipe, which services you exclude by habit, and the qualifications your bids usually carry.

04

NDA first, no logins

The NDA is signed before a spec moves, because owners' sets and your numbers are private. Nobody signs in to your estimating or job cost system. A bid that can't leave the office becomes a look-alike, built with your reviewer.

// Before it starts

Agreed before a page is copied

The owner writes these down first, because how rows get counted decides most of the score.

Schedule test termsOwner signs off
Your reviewer
Named by the owner, usually the chief estimator or whoever checks schedules before a bid
Success criteria
In writing, by service and size band
Sample
Chosen by your reviewer, with a hospital or plant job and an addendum
Who checks
An estimator checks every schedule, and none is used in a live bid
Price
A range for the live job, given first
NDA
Signed before any drawing moves

// How it's judged

Each draft next to the schedule you priced

Bid by bid
Row by row
On the same 20 to 30 bidsYour estimator's scheduleThe AI draft
Every pipe and duct service foundFilled in from your bidsFilled in from your bids
Size bands as the spec breaks themFilled in from your bidsFilled in from your bids
Material and thickness, with the paragraph citedFilled in from your bidsFilled in from your bids
Jacket by location, exposed or concealedFilled in from your bidsFilled in from your bids
Valves, strainers, traps and specialties called outFilled in from your bidsFilled in from your bids
Services the spec leaves outFilled in from your bidsFilled in from your bids
Lines where the spec and the drawings disagreeFilled in from your bidsFilled in from your bids
Empty for now. Each cell waits for schedules from your own bids.Your reviewer decides each row, by the criteria agreed up front.

// After a yes

About 30 days on specs you're bidding

With your reviewer's yes, new bid specs go through the same job for about 30 days.

Your estimator approves every schedule before a quantity is built on it, and bids and qualifications still leave your office the way they do today.

You get a fixed price for the live job before signing. A later job is priced alone, and monthly support begins once one is running.

// What could come next

After schedules, if you want more

Ranked ideas
One at a time
  1. 01

    Submittal packages by system

    Product data for each schedule row lined up against the section that asks for it, for your project manager to mark and send.

    Next
  2. 02

    Addendum checks

    A new addendum read against the last schedule, with every service, size band or jacket it changed listed.

    Then
  3. 03

    Plant insulation survey reports

    A technician's walk-through notes read into a draft repair list, for the same estimators to check.

    After that

// One hard limit

It reads the documents. It never rules on a thickness or a substitute.

The proof of concept works on copies of finished bids. It stays out of your estimating and job cost systems and away from every live bid, and it never decides what thickness a code requires, whether a substitute is acceptable, or anything about asbestos. An estimator checks every schedule. On renovation work, suspect materials go to a licensed inspector before anyone disturbs them. Certified payroll is not part of it.

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, based on how many specs your estimators read in a month and how often a job mixes plumbing, HVAC and plant work.

// Questions

Schedule questions from insulation estimators

Will it work on a spec with no insulation table?
Yes. Many sections give thickness and jacket in paragraphs, and some leave the table to the drawings. The draft builds rows from whatever the documents say and cites the paragraph or sheet for each value. A row it can't fill stays blank on the open list.
What happens when the spec and the plans conflict?
The draft doesn't pick a winner. It lists both readings with the paragraph and the sheet, and the question goes to your estimator. Whether you qualify it, price both or send an RFI is your team's decision.
Does it say whether a substitute material is acceptable?
No. If a spec allows the contractor's option, the draft shows every listed material. An equal or a substitution is for your estimator and the engineer of record, and the test never makes that call.
Does it do the takeoff too?
Not in this job. The schedule comes first: services, bands, materials, thickness and jackets. Quantities, fitting counts and labor stay with your estimator and your estimating program.
Can it cover plumbing and HVAC on the same bid?
Yes, if you send both. Divisions 22 and 23 often carry separate insulation sections, and the draft keeps each service tied to the section that covers it, so your estimator can see where one leaves off.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Start with one spec and the schedule you built from it.

A half-hour on your company, your role and how many specs your estimators work through in a month. Bid sets and numbers stay with you until the NDA is signed.

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