How to quote a house package faster: the count is the slow part, and seven ways to shorten it
Pricing is quick; the count is slow. Seven process changes that help a yard quote a house package faster, with an example of where a day goes before and after.
By LumberSet
When a builder drops off drawings and asks for a price on the house package, the quote is usually a day or two away, sometimes a week. Almost none of that time is pricing. Pricing a hundred lines against a catalog takes minutes. The count takes hours, and it waits in a queue behind the counter, the phone and the last house. So how to quote a house package faster is really how to count faster and check smarter. Here are seven changes a yard can make to its process, most of them before buying anything, with an example of where a day goes before and after.
How to quote a house package faster: where the day goes
Take one 2,000 sq ft house on a slab, quoted by a yard with one estimator who also works the counter. The hours are examples chosen to show the shape of the day, not measurements; put your own beside them.
| Step | Before | After |
|---|---|---|
| Waiting for the estimator to be free | 1 to 2 days | Same day |
| Counting from the drawings | 5 hours | 1 hour of checking |
| Matching lines to the catalog | 1 hour | 15 minutes |
| Pricing and margin | 30 minutes | 15 minutes |
| Writing up and sending the quote | 1 hour | 10 minutes |
| Re-pricing when prices move | 1 hour | Minutes |
| Revised drawings arrive | 2 hours to recount | 30 minutes on what changed |
The before column is about ten hours of one person's time spread over several days. The after column is about two and a half hours, and most of it is checking rather than counting. The waiting line is the one the builder notices.
Decide once: standards and catalog
Write the estimating standards down. Corner detail, studs per opening, whether to deduct at a garage door, plate layers, waste by material, precut lengths, the stock lengths you carry. Every one of these is a choice, and when it lives in one estimator's head every other estimator makes it differently. Written down, a count can be checked against the standard instead of argued about, and a new person counts the way the yard counts from day one. How to count studs lists the choices for one material.
Keep the catalog clean. Matching takeoff lines to catalog items is fast when there is one item for a 2x6 104-5/8 precut and slow when there are four, two of them discontinued. Retire dead items, name things the way the counter says them, and set the unit you sell by on every item. A clean catalog lets the match remembered from the last house apply to the next one.
Check what matters, on the day the drawings arrive
Decide who checks and what they check. A check that recounts the whole house is a second takeoff. A check that reads the assumptions, opens the low-confidence lines first and spot-checks three quantities against their sheets takes an hour and catches most of what matters. Name the checker for each quote and give them a short list: openings against the schedule, header sizes, roof pitch and overhang, engineered lumber, hardware.
Do the takeoff the day the drawings arrive. Not the pricing, the count. A count started the day the drawings are in hand is finished while the builder still has the job in mind, and revisions that arrive later are changes to a finished count rather than interruptions to an unfinished one. If nobody can start that day, the queue is the problem to fix, and it is the reason yards look at software that reads the drawings.
Keep things apart: net and order, price and count, issue and issue
Keep net and order quantities apart. Net is what the drawings need; order is net plus waste, packed into stock lengths and rounded to sellable units. Show both on every line. When the builder asks why 36 sixteen-footers for 540 feet of plate, the answer is on the line (5% waste, then packed), and the argument about whether waste was applied twice never starts. Stock length packing covers the arithmetic.
Re-price rather than recount when prices move. The quantities did not change when the mill price did. Keep the count and the prices separate, so a price change is a re-price and a re-send, not a new quote from scratch. A quote that lives as a link makes the re-send a new version, not a new attachment. Lumber yard quoting software lists what the tool should do here.
Treat revised drawings as a change order that shows what changed. The revised set adds a window and moves a wall. Recounting the house to find that out takes as long as the first count. A change order that runs the revised drawings as their own takeoff and lists the lines added, removed and changed turns the work into a check of a dozen lines, and gives the builder a clean answer to "what did that revision cost me".
Where software fits, and where the estimator stays
Software fits the repetitive parts: reading a stack of sheets for walls and openings, applying the standards to every wall the same way, packing cut lists into stock lengths, remembering catalog matches, re-pricing and re-sending. LumberSet does those, computes every quantity by rules from the building model it read and your estimating standards, and shows the arithmetic and the sheet on each line. Every takeoff is checked by one of our Reviewers before it is released to the yard. It is priced per released takeoff, $200 with the first free, and a change order is $100; the pricing page has the details.
The estimator stays where judgment lives: reading the low-confidence lines, deciding what the drawings meant where they were silent, knowing that this builder's framer builds three-stud corners, and setting the margin. The changes above do not remove that work. They make it the only work left.
Questions and answers
- What is the slowest part of quoting a house package?
- The count. Pricing a hundred lines against a catalog takes minutes; counting them from the drawings takes hours, and the count usually waits in a queue first.
- Do I need software to quote faster?
- Not for the first steps. Written estimating standards, a clean catalog and a named checker speed up a hand count. Software helps most with the count itself and with revisions.
- How should we handle revised drawings?
- As a change order: run the revised set as its own takeoff and check what changed instead of recounting the house. Tell the builder what the revision added, removed and changed.
- Should the quote show net and order quantities?
- Yes, on every line. Net shows the builder you counted the drawings; order shows what will be on the truck and why.