When compared with manual estimating, there are a number of key differences to completing a project within Countfire.
In particular, because Countfire has a checking process built in, it's essential to check for accuracy and correct any mistakes before a project can be considered complete.
Project completion workflow
The workflow for completing a project in Countfire has a number of stages, all of which need to be completed before you can view the project as done.
Stage 1: Upload projects
This stage involves uploading PDF's into different disciplines, and doing initial checks before starting any work.
Stage 2: Do take-offs
You can do initial checks for accuracy using the "Toggle all" tool, to check that all symbols have been counted and you have not missed anything.
Stage 3: Process project and check accuracy
Stage 4: Correct mistakes and re-process
This stage involves going back into the app and correcting any mistakes that were picked up in the accuracy checks.
Stage 3 is then repeated until all mistakes have been corrected and you are satisfied that the project is accurate.
Stage 5: Import quantities into Estimate
This stage involves a one click import of all of your quantities into a new estimate project.
Your takeoff has to be fully processed before uploading into an estimate. This prevents completing any pricing on incomplete takeoffs.
Stage 6: Link kits to items
A kit is a product, or group of products and are an essential part of pricing an estimate. It is important to keep all data within kits clean and accurate.
Stage 7: Confirm kits
This stage involves checking and confirming any auto linked or manually unconfirmed kits.
Stage 8: Confirm prices with suppliers
Due to the flexible nature of Countfire, you can structure your report in a format that suits your pricing schedule.
Stage 9: Add profit
This stage involves adding any labour or material markups and adjusting the profit margin on your products.
The prices on the Products page are linked from the kits manually created on the Items page. If unit prices are changed on the Products page, they are automatically updated within the kit. (Note: this will not change any previous projects)