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Estimating flow

An estimate is a few jobs that run one after another in your Field24 account: a measured takeoff, a review of it, pricing, a review of the pricing, and an optional proposal. Your assistant starts each one, checks on it, and brings you the results. It never measures or prices anything itself.

Open in ChatGPT

What happens

  1. Project. Your assistant creates a project for the job and adds your plans, drawings or photos to it. See Files.
  2. Takeoff. Field24 reads the plans and measures every item in the scope you asked for, row by row, by CSI division.
  3. Takeoff review. Field24's reviewer checks the takeoff against the plans. Corrections backed by the plans are applied without waiting on you; you're asked only what the plans don't settle, each with a suggested answer.
  4. Pricing. Field24 prices the reviewed takeoff from your price book first, then local store prices and market labor rates.
  5. Pricing review. Field24's reviewer checks the prices, and its corrections are applied the same way.
  6. Proposal (optional). Field24 builds a branded, e-signable PDF. Your assistant can also write a proposal in the chat from the priced rows instead.

Your assistant doesn't ask for your location, units or materials before starting: a written scope is enough. If plans arrive with no scope, it asks one thing: all trades, or a specific scope?

How long it takes

JobUsually takes
Takeoff15 to 30 minutes
Takeoff reviewabout 10 minutes
Pricingup to 15 minutes
Pricing reviewabout 5 minutes
Proposalabout 10 minutes

You don't need to keep the chat open. Your assistant checks every few minutes, gives you a one-line update, and picks up where it left off when you come back. A job that is still running after four hours is stopped; ask your assistant to pick it up again.

What you get back

  • A takeoff you can review and edit row by row on the Field24 review page, with the assumptions the estimator made and the questions that most affect the price.
  • A priced estimate: unit and extended costs for every row, a bare cost and a suggested total with waste, contingency and margin, and the exclusions.
  • A proposal: a branded PDF your client can e-sign, as a download link.

What you can ask next

  • "Change the drywall to 500 SF" or "remove the vanity": your assistant edits the row directly.
  • "The corridor walls are rated" or any answer to the estimator's questions: it's sent to the takeoff, which is re-measured.
  • "Re-price the framing" after a change: only those rows are priced again.
  • "Use my rate of $65 an hour for drywall labor": saved to your price book and used from then on.
  • "Stop the takeoff": the job stops; nothing is deleted.

For client builders

Every job runs through one tool, field24_agent: create starts a job and returns at once, status reads it, follow-up sends answers or corrections to the same job (or resumes it after a retryable failure), and abort stops it. The calls for a priced estimate, in order: create_project, then add_project_files or get_project_upload_urls, then field24_agent with type takeoff, takeoff_review, pricing, pricing_review and optionally proposal, checking status between each. Never wait inside a turn: check status again after a few minutes. Full details are in the Tool reference.