IETEL OS
Estimator
Overview
Turns site conditions and scope into a priced estimate.
Outcomes owned
- Estimates reflect real site conditions and scope, not guesswork.
- The standard pricing structure and margin floor are respected on every estimate.
- Site Survey and Estimate produce documentation Operations can actually build from.
Responsibilities
- Performs or coordinates the site survey, for project types that require one.
- Defines technical scope and solution design from survey findings and customer requirements.
- Drafts the priced estimate against the standard pricing structure.
- Flags any estimate below the margin floor for Sales Director approval before it becomes a proposal.
Cadence
Weekly
- Reviews open site surveys and estimates in progress.
As-needed
- Conducts site surveys.
- Drafts estimates.
- Escalates below-floor pricing to the Sales Director.
Authority
Authority belongs to the seat (Position), not the function — shown here for whoever currently holds this role.
Estimator
- Drafts estimate figures
Sales Director
Handoffs
Needs from upstream
- Qualified opportunity.
- Site access.
- Customer requirements from the Sales Director.
Delivers downstream
- Site survey notes and photos.
- Priced draft estimate.
- Scope definition Operations can plan against.
KPIs
Only meaningful once the underlying data is captured — see the Phase 1.5 status report for which of these are measurable today.
Estimate accuracy — priced estimate vs. actual installed cost.
- Estimated labor
- Estimated materials
- Estimated cost
- Actual labor
- Actual materials
- Actual cost
Site Survey checklist completion rate before Estimate starts.
- Site survey checklist items
- Checklist completion status
- Estimate start date
Average days from Site Survey to completed Estimate.
- Site survey completion date
- Estimate completion date
Tools / systems
- Site survey checklist
- Measurement and photo tools
- Pricing worksheet
Future dashboard needs
- Open site surveys and estimates by age.
- Estimate-to-actual variance, once actuals exist.
- Standard checklist completion status per survey.