Translate scope and site conditions into an accurate, standard-compliant priced estimate.

Trigger

Solution Design validated, or Requirements Discovery complete for project types that skip Assessment.

Owner

Estimator

Inputs

• Solution Design output and Acceptance Criteria candidates.
• Customer requirements.

Required conditions

• Technical scope defined.

Steps

1. Define the technical scope and solution.
2. Calculate labor, materials, and cost.
3. Apply the standard margin.
4. Draft the estimate.

Decision points

• Is the estimate at or above the margin floor? → If below, escalate to the Sales Director before Proposal.

Outputs

• Priced draft estimate.

Handoff

Sales Director

Failure / exception path

Estimate is below the margin floor without Sales Director approval — blocks handoff to Proposal until resolved.

Related system objects

Future automation opportunity

System computes margin automatically and blocks handoff to Proposal unless the floor is met or an exception is recorded.

Required data

• Estimated labor
• Estimated materials
• Estimated cost
• Margin floor threshold
• Pricing exception flag