Estimate Review for Roofing
The Estimate Review workflow provides roofing contractors with a structured method to validate pricing before proposals are submitted. It covers checking square footage calculations, material costs, labor estimates, subcontractor quotes, and warranty inclusions. Managers reconcile figures with budgets and confirm profit targets. By following this process, roofing companies reduce errors, protect margins, and improve efficiency. Clients benefit from accurate, transparent bids that build trust. Teams gain accountability through documented reviews. With this workflow in place, roofing contractors can strengthen professionalism, improve credibility, and deliver projects more reliably with consistent estimating accuracy.
Schedule a review meeting with estimator, project manager, and/or leadership
Pull up the complete estimate, including takeoff, supplier/sub quotes, and assumptions
Verify scope coverage against plans, specs, and client requirements
Double-check quantities, unit costs, labor rates, and equipment pricing
Confirm all subcontractor and supplier quotes are current and complete
Review applied markups for overhead, profit, and contingency
Evaluate project risks (timeline, logistics, manpower, unknowns)
Discuss alternate approaches or value engineering opportunities
Confirm schedule alignment and resource availability
Review alignment with company goals (fit, workload, client relationship)
Make any necessary corrections or updates to the estimate
Finalize and approve the estimate for proposal creation or bid submission
Save reviewed estimate in job folder and update bid tracking log
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