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Job 01 · Quotations desk

// Plumbing distributors · Job quotes

Takeoffs and fixture schedules into job quotes, with the lead-free record on every potable line.

A mechanical contractor sends a takeoff and the plumbing fixture schedule, and your quotations desk turns them into a job quote line by line. In a free AI proof of concept, AI drafts those quotes again from copies of 20 to 30 jobs your team already priced, with your item numbers, each fixture broken into the parts you sell, and the record behind every line that carries drinking water. Your reviewer, the person who knows your job quoting best, checks each draft against the quote you sent. Whether a product meets the lead-free rules stays a call for your team.

Book a proof-of-concept call30 minutes with Rob
Jobs tested
20 to 30, already quoted
Sent to contractors
Nothing
Lead-free calls
Made by your team

// The one job

From a plumbing set to a quote your desk can send

The request rarely arrives as a clean list. It is a contractor's takeoff by size and footage, the fixture schedule from the plumbing drawings, a few pages of the Division 22 specification and a bid date. Someone on your desk turns every fixture tag into the items you stock or order, prices each one for that contractor, and checks each potable-water line against the lead-free records you keep.

For the test, AI reads copies of those requests and drafts each job quote: item, quantity, unit and price with its source, plus a column that names the lead-free record it relied on. Lines it can't settle, such as a model you don't carry or a valve with nothing on file, go on a short list for your quoter with the reason. No quote leaves the building.

Fixture schedulePlumbing drawings
Tag
Fixture
Flush or flow rate
Spec section
Basis of designCountTrim and carrier
Made-up example schedule
Drafted
for your quoter
Draft job quoteFor review
Job and contractor
Bid date
Price source
Valid until
Your item no.Net priceLead-free record
Made-up example quote

// The hard parts

What a plumbing job quote has to get right

One tag on the schedule is several lines on the quote. A water closet listed as WC-1 is seldom one item. A New England plumbing distributor's listing for an American Standard Afwall wall-hung bowl says only the bowl is included, with the flushometer, carrier, bolt caps and seat sold separately, and MasterFormat files flushometers in a section of their own, 22 42 43, apart from commercial water closets in 22 42 13. The draft breaks each tag into the parts your team quotes for it and multiplies by the schedule's count.

The flush rate lives in the model number. Sloan sells its Royal 111 water closet flushometer as the 111-1.28 and the 111-1.6, and the 186-0.5 is a half-gallon urinal valve. A federal law from 1992 caps toilets at 1.6 gallons per flush, WaterSense labeled flushometer toilets use between 1.0 and 1.28, and some states and cities require 1.28. EPA's WaterSense guidance also says a replacement valve's rated flush volume should match what the bowl's maker specifies. So the draft carries the rate the schedule names onto both the bowl and the valve, and marks any line where the two disagree.

Lead free is a rule with exceptions. Federal law defines lead free as a weighted average of no more than a quarter of one percent lead across a product's wetted surfaces. EPA's own list of what the rule leaves out: toilets, bidets, urinals, fill valves, flushometer valves, tub fillers, shower valves, service saddles, water main gate valves 2 inches and larger, fire hydrants, and anything used only for nonpotable service such as irrigation or industrial processing. In one restroom, the water closet and its flushometer are exempt, while the lavatory faucet and the stops under it are not. The draft labels each line covered, exempt or nonpotable, and never decides past that.

A mark on the box is not the whole record. Since September 1, 2023, manufacturers and importers have had to certify lead-free products, through an ANSI-accredited certifier when the maker has 10 or more employees, but the rule requires no mark on the product or its box. EPA's guide counts eight accredited certifiers, each with its own marks; on CSA's, Low Lead Content means NSF/ANSI/CAN 372. NSF/ANSI/CAN 61 has required compliance with 372 only since October 2017, so EPA advises checking a product marked 61 alone against its data sheet or the certifier's listing directory. The draft cites the record it read and sends any 61-only sheet to your team.

One job, several contractors, several counts. Epicor describes the job management add-on for Eclipse as letting a distributor attach several customers to one job with customer-specific bids, because each contractor's counts differ, and tracking deadlines on a bid board. Whatever system you run, put a job you quoted to two or three contractors in the sample. Your reviewer, often the quotations manager or senior project salesperson, watches the parts under each tag, the flush and flow rates, the price sources and every line sent for a lead-free check.

// What you send

What the test needs from your quotations desk

Copies and exports
No ERP login
01

20 to 30 priced jobs

Each request as it arrived, takeoff, fixture schedule and spec pages included, with the quote your desk sent back. Add a few jobs you lost and one you quoted to more than one contractor.

02

Items and the prices behind them

Your item list with manufacturer model numbers and units, and the price records the sampled contractors were quoted from.

03

The lead-free records you rely on

Spec sheets, certificates or listing printouts your team used for potable-water lines. The draft cites them by name; it never rules on them.

04

An NDA before any plans move

Drawings and contractor pricing stay private, so the NDA is signed first. If plans can't leave the building, we build a look-alike job with your reviewer.

// Before it starts

Settled before the first plan set moves

A potable-water line is where a quote can do harm, so the owner settles who makes that call before anything else.

Job quote test termsOwner decides
Your reviewer
Named by the owner, often the quotations manager or senior project salesperson
Lead-free call
Who on your team makes it, and what record counts as proof
Success criteria
Written and agreed, for parts under each tag, rates and prices
Sample
Picked by your reviewer, lost bids and multi-contractor jobs included
Price
A range for running job quotes live
NDA
Signed before plans or price records are shared

// How it's judged

Each draft beside the quote your desk sent

Job by job
Every tag and line read
On the same 20 to 30 jobsThe quote your desk sentThe AI draft
Fixture tags broken into the parts you sellFilled in from your jobsFilled in from your jobs
Counts carried from the schedule and the takeoffFilled in from your jobsFilled in from your jobs
Flush and flow rates matched across bowl, valve and scheduleFilled in from your jobsFilled in from your jobs
The record named for each potable-water lineFilled in from your jobsFilled in from your jobs
Exempt and nonpotable lines labeled, never assumedFilled in from your jobsFilled in from your jobs
Price source on every lineFilled in from your jobsFilled in from your jobs
Lines left for your quoter, and the reasonFilled in from your jobsFilled in from your jobs
Blank for now. No cell gets a value until your own jobs have been through the test.Your reviewer marks each line and makes the call.

// After a yes

About 30 days on new bid requests

After a yes from your reviewer against the success criteria, the same job runs on incoming takeoffs and fixture schedules for about 30 days.

Each draft waits for your quoter to check, change or discard it, lead-free questions still go to the person your owner named, and only your team sends a quote.

The live run's price is fixed before you sign; any next job is priced on its own.

// What could come next

Possible next jobs, ranked

Ideas to talk through
One job at a time
  1. 01

    Releases against the quote

    Contractor releases checked against the job quote they draw on, so each order is priced and counted before your desk keys it.

    Next
  2. 02

    Submittal binders

    Spec sheets and lead-free certificates gathered tag by tag for the contractor's submittal, with any missing sheet listed for your quoter.

    Then
  3. 03

    Showroom selections

    A builder's fixture and finish picks for each house turned into orders, checked by your showroom consultant.

    After that

// One hard limit

It never decides that a product is lead free.

The draft shows what your records say and which record it read. Whether a product may go on a drinking-water line is decided by the person your owner named, and any line without a record goes to them. During the test nothing reaches a contractor, an engineer or a manufacturer, and nothing on this page is legal advice.

Job quoting is priced as a job of its own: a range before the test, a fixed figure before you sign.

The range depends on how many bid requests your desk answers in a month, how many fixture tags a typical job carries, and how many contractors bid each job.

// Questions

Questions from quotations managers

Can it read our plumbing drawings?
It reads the fixture schedule, spec pages and takeoff you send, as PDFs or scans. It does not measure pipe off the drawings: footage comes from the contractor's takeoff or your own, and a line with no count goes to your quoter.
Does the AI decide whether a valve is lead free?
No. For each potable-water line it shows the record it found and labels the product types EPA's rule exempts. The decision belongs to the person your owner names, and a line with no record goes straight to them.
How are flushometers and shower valves handled?
They are labeled exempt, with the category from EPA's list, rather than marked lead free. A job's specification can still ask for more than the law does, so your team decides what the quote should say.
Which ERP do you need?
None for the test, which works from your exports whether you run Eclipse, Prophet 21, an Infor system or something older. For the live run, drafts come back in a layout your desk can key or import, and that is scoped before you sign.
Who should be our reviewer?
Whoever prices your largest mechanical jobs and knows which fixtures each engineer tends to specify, often the quotations manager. The success criteria name who makes lead-free calls, and it can be the same person.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring one fixture schedule you priced.

Thirty minutes with Rob. He'll ask your company and role, the job you want tested, and about how many bid requests reach your quotations desk each month. Keep plans and price files back until the NDA is signed.

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