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.

Drawings that have similar symbols should be grouped together and uploaded to their own disciplines (Lighting, Power etc). Once the drawings are prepared, they are ready to be worked on.

Stage 2: Do take-offs

This stage involves making your symbol selections (using Countfires auto count features), adding any linear or manual measurements and adding zones.

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

This stage involves sending the project off for processing and receiving the output files via Dropbox.

Once you have received these, you can review the check sheets and drawings to make sure there are no mistakes.

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

This stage involves creating and linking kits to items from your take off.

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.

Cells within data tables have different states to show you what you have manually confirmed or what needs checking. You can also use filters to check what kits are still to confirm.

Stage 8: Confirm prices with suppliers

This stage involves downloading a report from the Products page and sending it off to suppliers to aquire or confirm any prices.

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)

Stage 10: Downloading a final report

This stage involves organising your estimate in any way you need and downloading the final report.


Learn more

Demo video

Did this answer your question?