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Job 01 · Estimating

// Pipe spool fabricators · Isometric spool quotes

Isometrics, a line list and a piping specification, read into one draft spool quote sheet for your estimator.

A bid set lands with a stack of isometrics, a line list and a piping specification that don't always agree. Before anyone can price it, someone counts pipe, fittings and welds line by line and writes down what the specification asks for. A free AI proof of concept has AI build that sheet again from copies of 20 to 30 projects your team already quoted, with every isometric that conflicts with the line list set out for a person to resolve. Your reviewer, the colleague who knows these takeoffs best, compares each draft with the sheet your estimator built.

Book a proof-of-concept call30 minutes with Rob
Past projects
20 to 30
Spools priced
None
CAD models opened
None

// The one job

From a folder of isometrics to one sheet your estimator can price from

A bid set reaches your estimator in pieces: a folder of isometrics, a line list or piping schedule, the piping specification, and general notes on coating, testing and inspection. Your estimator walks each isometric, counts pipe, fittings, flanges and welds, looks up the class for that size, reads what the specification wants for examination and finish, and notes anything that doesn't line up, all before a single rate goes on the page.

In the test, AI reads copies of those documents and drafts the spool quote sheet: line number, size and schedule, material and class as stated, fittings and welds by count, the examination requirement named in the specification, coating or lining, and the page each entry came from. Where an isometric and the line list disagree, both values appear and the line goes on a list for a person to resolve. No rate is applied and no price appears.

Bid setIsometrics, line list, spec
Line number
Pipe class
Revision
Notes
ItemSizeQuantity
Invented bid set, no customer's data
Counted line by line
with the source page
Draft spool quote sheetFor your estimator
Size and schedule
Examination
Coating or lining
Conflicts
LineFittingsWelds
Invented sheet, for illustration

// What makes it hard

Why a line count is rarely just a count

The list goes by several names, and sometimes it's a table on a drawing. Projects call it a line list, a line index, a line schedule or a piping summary: one row per line with pipe class, nominal size, insulation, test medium and pressure, a post-weld heat treatment flag and an examination level. A line number can string together size, sequence, fluid code, area, class and insulation in whatever order that project chose. Water work may skip the list altogether. New York State's 2024 master specification for plant water piping lets systems be defined on the drawings by a piping schedule, and one of its pressure testing options reads simply as indicated in pipe schedule. The draft records which document supplied each field, so a schedule and a list can't quietly disagree.

An isometric is drawn without scale, then cut into spools. The picture doesn't measure anything; the dimensions and the bill of material do. The title block carries line number, class, design conditions, insulation and paint, and one isometric becomes several spools depending on what can ship and where a field weld or a flange makes a sensible break. Move that break and a shop weld becomes a field weld. Vista Irrigation District and the City of San Diego both make steel pipe shop drawings distinguish between the two. The draft counts shop and field welds separately, by weld number where the isometric gives one.

A branch or a size band can be settled by a table. The University of Iowa's plant standard ends in a branch table, header size across and branch size down, answering each crossing with a standard tee, a reducing tee, a socket outlet or a weld outlet. Its 2021 revision moved 2-inch branches to socket outlets and an 8-inch branch on a 24-inch header to a weld outlet. Its stainless condenser water sheet takes Schedule 40S socket weld or threaded at 2 inches and smaller, flanges not permitted, then Schedule 10S butt weld through 48. New York's stainless section leaves a bracket for whether field welding is allowed at all. Each of those changes the fitting and the weld on the line, so the draft shows which row of which table it read, and an unfilled bracket goes on the list.

Examination is a field, never a default. A line list may give one examination level and the specification another, and the extent is whatever that project's specification sets, so the draft copies the method and the wording and offers no figure of its own. A 2021 sample specification from New York's State University Construction Fund, for high pressure steam, has the owner's agency perform the examinations and puts the cost of retests after a failed weld on the contractor. Two water agencies working from AWWA C200 differ on production weld tests: Vista adds one every 2,000 feet of production weld, San Diego every 5,000, and San Diego also on a change of welder. We repeat these for recognition only, as neither legal nor engineering advice. What a requirement costs is for your estimator to decide.

Coating and lining set the order of work. New York's steel process pipe section has cement-mortar lining shop-applied after fabrication under AWWA C205, points to C210, C213 and C222 for other coatings, and calls for an electrostatic spark test on each plastic-lined pipe. Vista and San Diego keep outside coating off a seam until it has been tested. Kentucky's boiler regulation says piping connected to a boiler, welded joints included, isn't painted or covered before inspection. A note on the isometric can say one thing and the specification another. The draft carries each finish as stated and lists the conflict. Your reviewer, usually the chief estimator, checks every count, class and conflict against the sheet your team built.

// What you send

Bid sets your estimators already worked up

Copies only
Closed projects only
01

20 to 30 quoted projects

Isometrics, line lists or piping schedules, specifications and addenda as they arrived. Mix plant, commercial and water work if your shop does all three, and add one you lost or declined.

02

The sheets your estimators built

The takeoff or quote sheet behind each project, with any list of questions that went back to the customer. Prices can be masked; the counts are what get compared.

03

Pipe classes and branch tables

Each customer's piping specification, class sheets and any branch table, in the revision your desk had when the job was quoted.

04

An NDA, then copies only

Signed before any isometric moves. We never open your estimating or shop system or a CAD model. If a customer's terms keep a bid set in your building, we build look-alikes with you.

// Before it starts

Agreed before the first isometric is copied

A miscounted weld can reach a customer as a firm number, so the owner settles how lines are judged first.

Spool quote test termsOwner decides
Your reviewer
Named by the owner, usually the chief estimator
Counting rules
How your shop counts welds, flanged joints and branches
Success criteria
In writing: which fields have to match, which conflicts have to surface
Sample
Picked by your reviewer, with one heavily revised isometric set
Who prices
Your estimator, in the test and live
Price
A range for running it live, stated up front

// How it's judged

The sheet your estimator built, beside each draft

Project by project
line by line
On the same 20 to 30 projectsThe sheet your estimator builtThe AI draft
Line number, size and schedule on each lineMarked on your projectsMarked on your projects
Material and class as the documents state themMarked on your projectsMarked on your projects
Fittings and flanges by countMarked on your projectsMarked on your projects
Shop and field welds, counted and kept apartMarked on your projectsMarked on your projects
Examination requirement named in the specificationMarked on your projectsMarked on your projects
Coating or lining carried as statedMarked on your projectsMarked on your projects
Isometrics that conflict with the line list, with both values shownMarked on your projectsMarked on your projects
No marks yet. Each row waits for drafts built from your own past bid sets.Your chief estimator scores it, and that score stands.

// After a yes

About 30 days on incoming bid sets

With your reviewer's yes, new bid sets get the same reading for about 30 days.

Your estimator approves every quote sheet, settles every conflict and applies every rate. Questions for a customer leave from your office. Another job carries a price of its own, with monthly support after that.

// What could follow

Where estimating and the shop could go next

Possibilities only
Each priced alone
  1. 01

    Weld map turnover packages

    Spool and system packages assembled from shop records, with every absent record named for your quality manager.

    Next
  2. 02

    Isometric revision checks

    Each new issue compared with the one on the shop floor, so changed spools surface before they are cut.

    Then
  3. 03

    Coating and lining releases

    Spools bound for outside processors listed with the finish the specification names.

    After that

// One hard limit

It never prices a spool or opens a CAD model.

The draft records what the documents say. It never applies a rate or prices a spool, never judges a weld or an examination result, never releases anything, and never decides that a specification has been met. It never opens your estimating or shop system, a CAD model, a live quote or a live package. An estimator approves every quote. Defense and aerospace bid sets stay out of the test. Codes and rules named on this page are context only, not legal or engineering advice.

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

What moves the range: bid sets worked up each month, isometrics in a typical set, and how many customer piping specifications your estimators see.

// Questions

Questions from the estimating desk

Will the AI price the spools or apply our labor rates?
No. The sheet stops at counts and requirements as the documents state them. Rates, labor units and the number on the quote stay with your estimator, who approves every sheet.
What happens when an isometric and the line list disagree?
Both values go on the sheet with their pages, and the line goes on a conflict list for a person to resolve. The draft never picks a winner, and the question to a customer leaves from your office.
Our water jobs have a piping schedule on the drawings instead of a line list. Does that work?
Yes. The draft reads whichever one the bid set holds and says which it used. Include a few of those jobs in the sample so your reviewer can see how it handled them.
Does it tell us how much of the welding has to be examined?
It copies the examination requirement the specification or line list names, in the project's own words. It offers no default of its own, and a project that names none gets a question on the list.
Which estimating software do we need?
None for the test. You send copies of bid sets and the sheets your team made, and drafts come back as files. How a live month would fit your tools gets decided only after a yes.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Bring the bid set whose isometrics argued with its line list.

Half an hour with Rob on what your shop fabricates, your role, the job you'd test and how many bid sets reach estimating in a month. Isometrics, line lists and specifications stay with you until the NDA is signed.

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