Q: What happens during the Take Off Stage?

A: In the Take Off Stage, the Estimator reviews the design and creates a detailed cost estimate and proposal.

Q: Who is involved in this stage?

A: The Estimator is the primary role. But the Designer and Account Manager often provide support.

Q: What does the Estimate include?

A: It includes all costs - materials, equipment, labor, taxes/fees. The estimate accounts for every item needed.

Q: How is the estimate compiled?

A: The Estimator thoroughly reviews the design and counts/calculates the needed quantities of each item.

Q: What is the basis for cost and pricing?

A: Standard labor rates, material prices from supplier catalogs, and other set costs are used to build the estimate.

Q: How does the Estimate become a Proposal?

A: The Estimate is incorporated into a Proposal document that presents the costs, project scope, terms etc. to the client.

Q: Who reviews and approves the Proposal?

A: The Account Manager first reviews the Proposal before submitting it to the Client for approval.

Q: Can the Client negotiate the Proposal?

A: Yes, it is common for the Client to discuss questions or negotiate the costs/terms in the Proposal.

Q: What happens after the Proposal is approved?

A: After Client approval, the project can move forward to the Deployment Stage where installation begins.

Q: How do I review the information acquired up to the design stage during the take off stage?

A: During the Take Off stage, the assigned estimator reviews the information acquired up to the design stage and prepares an estimate for review with the client. Each element in the design is associated with a unique database containing detailed information about that element. This stage allows for a comprehensive review of the design, optimizing the procurement process and enhancing the efficiency of sales and account management operations.

Q: How do I determine the total quantity of hardware elements, gadgets, pricing, taxes, etc., needed for the project during the take off stage?

A: The estimator's job during the Take Off stage is to determine the total quantity of hardware elements, gadgets, pricing, taxes, etc., needed for the project. They do not contribute to the design process. The final result is a comprehensive matrix of labor, material expenses that are passed onto the account manager or sales team.

Q: How do I create customized proposals for clients based on the takeoff metrics and pricing data provided by the estimator?

A: OneSurvey provides a documentation proposal generator called DocXGPT. This standalone application enables account managers to create customized proposals for clients based on the takeoff metrics and pricing data provided by the estimator. In essence, it transforms the spreadsheet into an easy-to-read document complete with summary and detailed pricing information.

Q: How do I view the start and end dates of a project during the take off stage?

A: To view the start and end dates of a project during the take off stage, you can use the 'Opportunity Information' dropdown. Here, the start date and end date of a project are displayed. This is important for keeping track of the project timeline.

Q: How do I delete a project during the take off stage?

A: To delete a project during the take off stage, you can use the 'Admin Control' dropdown. This is where an admin can delete a project. Please note that this option is not visible from the estimator employee portal.

Q: What is the main purpose of the Take Off stage in OneSurvey?

A: The Take Off stage in OneSurvey is implemented to streamline the preparation of proposals. With the information handed over from the design stage, each of the elements in the drawing is associated with its unique database containing detailed information about the component. This stage allows for a comprehensive overview of the design, ensuring that every element is meticulously reviewed and validated. The Take Off module optimizes the procurement process and enhances the efficiency of the sales and account management operations.

Q: What is the role of the estimator during the Take Off stage?

A: The estimator's job during the Take Off stage is to determine the total quantity of hardware elements, gadgets, pricing, taxes, etc., needed for the project. They do not contribute to the design process. The final result is a comprehensive matrix of labor, material expenses that are passed onto the account manager or sales team.

Q: How do I view the address and contact information of the clients' project site during the Take Off stage?

A: To view the address and contact information of the clients' project site during the Take Off stage, you can use the 'Site Information' dropdown. This displays the address and contact information of the clients' project site.

Q: How do I add a break period when work is not going to be done temporarily during the Take Off stage?

A: To add a break period when work is not going to be done temporarily during the Take Off stage, you can use the 'Hibernate' option in the 'Opportunity Information' dropdown. This is used by admins when a project is going to have a break period when work is not going to be done temporarily.

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