Estimatics

Guide for Trade Contractors

The Trade Contractor's Guide to Estimatics

How HVAC, plumbing, electrical, and general contractors scope from field photos, measure without a tape, and price with numbers they can explain.

3 min read

Documentation is margin

For a trade contractor, a thin job file 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 sixty days later. Cleaner files aren't paperwork. They're the difference between billing the full scope and eating the difference.

Scope from your photos, not your memory

Walk the job with the iOS app and capture the affected areas. Run the analysis and Estimatics drafts a line-item scope organized by area, built from findings that each point back to the photograph behind them.

You review and adjust. The scope starts while you're still on site instead of at ten at night, translating a notebook.

Measurements without the tape

A LiDAR scan turns a room into a floor plan with real dimensions — floor area, perimeter, wall area, ceiling height, and openings. Those numbers travel into the estimate, so you're scoping from measurements rather than guesses. On every plan, including FIELD.

Confirm the critical ones against the job. A scan is a good measurement, not a substitute for judgment.

Pricing you can explain

Regional pricing looks up a reference unit price for the job's location and shows the sources it used. It's decision support, not a mandate — apply it when it's the right number, use your own when it isn't. Either way you can show why the price is what it is when someone asks.

Built for the field

  • Works offline. Basements, rural properties, dead zones. Everything saves to the phone and syncs on reconnect
  • One workflow. Capture, scope, and deliver in one place
  • Deliver on site. Compose the report before you leave

Every trade

Roof, flooded basement, electrical, HVAC, plumbing, general — the play is the same: document it, scope it, deliver it.

Which plan

NeedPlan
Capture, LiDAR, AI findings, AI scope, regional pricing, Damage/Findings/Geometry/Custom reports, ESX at $10FIELD
The AI damage narrative, branded reports, the Estimate and Complete report types, document reading, AI CopilotSCOPE
Cause & Origin, plus 5 ESX exports per user each monthCERTIFY

The plan rate prices one Estimator seat. A crew of field inspectors is $39 each and office staff $24 — not four times your plan rate.

The point

You already know the job better than anyone who'll read the file later. Estimatics makes sure the file proves it.

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