Estimatics

Guide for Trade Contractors

The Trade Contractor's Guide to Estimatics

How HVAC, plumbing, electrical, and general contractors scope jobs from field photos, protect margin with cleaner documentation, and get paid faster.

3 min read

Documentation is margin

For a trade contractor, the documentation gap doesn't cost you a lawsuit — it costs you line items. The work gets done; the proof isn't there when the invoice is questioned 60 days later. Cleaner job files aren't paperwork — they're the difference between billing the full scope and leaving money on the table.

Scope from your photos, not your memory

Walk the job with the Estimatics iOS app and capture the affected areas. AI Scope Generation reviews your photos and drafts a line-item scope organized by area — a starting point you review and adjust. You're not translating a notebook into line items back at the office; the scope starts while you're still on-site.

Measurements without the tape

For interior work, a LiDAR scan turns a room into a floor plan with real dimensions — floor area, perimeter, ceiling height, paintable area. For roofs, Instant Geometry gives you a satellite roof sketch to start from. The numbers travel with the job into your estimate, so you're scoping from measurements, not guesses. (Always confirm the critical ones against the job.)

Pricing that reflects your market

The Regional Pricing Engine looks up a reference price for a line item based on the job's location — and shows the sources it used. It's decision support, not a mandate: apply it when it's the best number, or use your own. Either way, you can show why a price is what it is.

Built for the field

  • Works offline. Capture full inspections in basements, rural properties, and dead zones; everything syncs when you reconnect.
  • One workflow. Capture, scope, and deliver from the same place — no juggling six apps and losing context between them.
  • Deliver on-site. Generate a homeowner-ready estimate before you leave the property.

Every trade

Whether you're on a roof, in a flooded basement, or running an electrical or HVAC scope, the workflow is the same: document it, scope it, deliver it. Restoration, roofing, HVAC, plumbing, electrical, general contracting, and the specialty trades all run the same play.

Which plan?

NeedPlan
Capture, AI scope from photos, quick estimate PDF, LiDAR + Instant GeometryFIELD
Full AI damage detection, regional pricing, professional & estimate reportsSCOPE
Certified evidence integrity, advanced analysis and reportingCERTIFY

The point

You already know the job better than anyone who'll read the file later. Estimatics just makes sure the file proves it — so you bill what you earned and get paid without the back-and-forth.

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