Mechanical Construction Estimating Software

mechanical construction estimating software
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Mechanical Construction Estimating SoftwareIf you are looking for Mechanical Construction Estimating Software, the choices are many.

I have personally been involved in overseeing an estimating group of 20 plus estimators and can tell you there was no way we could have bid the amount of projects without using some form of mechanical construction estimating software.

Depending on your budget and sophistication with software there are a lot of choices, but here are some of my thoughts if you are interested in purchasing a program.

I will cover the usual cost encountered which vary per vendor, and then we will cover the features that you should ask about.

Mechanical Construction Estimating Software Pricing

Mechanical Construction Estimating Software ranges from the least expensive to the most expensive, which usually correspond to the features and the popularity of the program. Expect to pay anywhere from $3,000 and up for a basic one license/one trade system, but they more than pay for themselves if you plan on bidding a lot of work.

The more licenses you buy the better the discount. Of course you can get simple add-ons for Excel for much less but they won’t have the Features & Onscreen capabilities of the estimating programs covered here.

Each trade usually requires a separate license fee, such that Sheet Metal, HVAC Piping and Plumbing would all require a separate license. There is additional fess as described further in this article.

Estimating Software Licensing Fee

The first cost is the cost of a software license for each trade, such as a separate fee for Sheet Metal and another cost for a Plumbing/Piping combination license. Additional licenses after the first one should be at a reduced cost. The combination Plumbing/HVAC Piping is a single license and is sometimes slightly higher than the sheet metal license.

The fee covers the right to use the software according to the terms of the license. Cost for a single license range from a few thousand to upwards of $10,000. But don’t be scared off by these numbers because there is something feasible for most size companies.

Labor Database Fee

Most construction estimating programs have the ability to use industry standard labor units published by MCAA (Mechanical Contractors Association of America), PHCC (Plumbing, Heating & Cooling Contractors Association), or SMACNA (Sheet Metal & Air Conditioning Contractors National Association).

The database will give you unit labor values for each item and the total labor required for the project based on their published assumptions. You will then need to know how your site conditions differ from their standard assumptions and from your own historical database of productivity for a similar situation and project.

You will make labor adjustments like you have in the past based on experience, such as Linear Feet per Man Day or a factor of the database values. This is a topic that requires its own article, as there are many aspects to adjusting labor.

Remember that if you are a member of one of these organizations then there is probably no cost for the labor units, and if you’re not a member make sure to verify whether or not the price you are paying for the software includes these labor databases as they are considered proprietary information available by license only.

If you plan on using your labor units then this may not be an issue, but it is easier to start with one of these organizations database as they contain thousands of labor units based on industry surveys. The labor databases may cost you in the range of $200 to $1,000 for all three mechanical trades.

Construction Material Pricing Database

You will need to pay an annual reoccurring fee for a pricing service, like Harrison Publishing House/Cinx, Trade Service (Tra-ser), or Allpriser (Canada) which provides retail list prices of most major manufactures of pipe, valves and fittings. These companies charge an annual fee, but it is worth it if you do a lot of bidding. The alternative is to get pricing on each bid which is cumbersome and slow if you bid a lot of projects.

Most programs sold in North America come with a pricing update service and contain over 70,000 prices for pipe, valves and fittings. Whether it’s the Euro, Yen or Dollar the cost of commodities are constantly changing and you need to have a pricing method to stay current, and there is no easier method then a pricing service company.

You will be notified when the next price update is available and will download it automatically from the internet. This fee varies by vendor but expect a range of $500 to $1,400 per year.

You will need to put your discount multiplier for each manufacturer into the program so that you get net prices for your HVAC piping and plumbing materials, as the material database will be based on retail prices. Whoever does your purchasing will know these discount values.

For sheet metal you will most likely need to manually enter the purchase price for round and rectangular ducts and fittings. If you fabricate your own duct work, then databases from SMACNA will have the labor units but you will still need to add the cost of materials.

Estimating Software Training Fee

construction estimating trainingBe sure to find out how much training will cost as this varies greatly from vendor to vendor and could be free if you use the internet. Some software providers will come to your facility or invite you to their training facility.

You have to analyze whether it is more feasible to travel your estimators to their facility or pay for them to come to your office to do the training.

If you have training at your office you will need to pay for the trainer’s travel cost which usually includes flight, hotel, car rental and a daily food allowance. But if the training is in your office you can usually have as many of your employees attend without any additional fees.

Training is also available over the internet through various vendors, which saves a lot on travel cost. Be sure to find out the cost per person and per trade for those that do multiple trades. Some vendors provide unlimited training, so be sure to inquire about this very important aspect of your purchase.

The fees for training depend a lot on which training method that you implement, for web based training there should be no charge or a reduced charge, for training in their facility you should expect a range from $1,000 to $2,500 per estimator, and for training at your facility expect to pay in a range of $3,000 to $7,000 including the trainers travel expenses.

Technical Support and Maintenance Fee

estimating technical supportMost construction estimating software vendors have some form of technical support for their program and it is usually included in your annual maintenance fee. This fee is for any upgrades that might occur during the year and for technical support that you may require.

If you choose not to pay for the annual maintenance and support fee, then check to see if they have an hourly rate for when you might need support.

This is an annual reoccurring expense that is based on the quantity of licenses that you purchase, also check to see if the first year is included in your software cost, either way you want to know what your cost will be for each year after the first.

From our experience this fee varies greatly by vendor and is based on how many licenses you initially purchase, and can range from 5% to 15% of the license fee. The fee is more towards the lower end of the range the more licenses you own, hence the more negotiating power you have. Make sure to renegotiate this fee if your company grows and you add more licenses.

Total Estimating Software Cost Summary

The total cost for the construction estimating software will be composed of at least the following minimum cost range (Remember this is the most versatile of the estimating software the industry currently has, and there are less expensive alternatives with fewer features);

  1. Software Licensing Fee ($2,000 to $10,000 per License/Trade)
  2. Labor Database Fee ($200 to $1,000)
  3. Material Pricing Database Fee (Annual Fee $500 to $1,400)
  4. Training Fee (Free to $7,000)
  5. Technical Support Fee (annual fee of 5% to 15% of license fee)

Estimating Software Features

CAD – BIM Integration

One of the biggest benefits for those who have a detailing department, is the integration with various CAD programs and shop fabrication equipment.

construction estimating software cad bim integrationThis allows you to share one database and guarantees consistency from estimating to detailing to fabrication.

This makes for a huge labor savings because when the detailing department finishes laying out the project, the CAD software program can export a file that can be imported into the construction estimating software program which will execute an estimate without any time spent doing a material takeoff.

Ask if this feature is available with the construction estimating software and which CAD/BIM programs its compatible with.

Shop Fabrication Integration

shop integration plasma cutterThere are many construction estimating software programs that now integrate with shop fabrication equipment, especially for sheet metal.

The program shares an integrated database that keeps consistency between the estimating department, detailing and the fabrication shop.

The program would allow the estimating takeoff to be downloaded to the shop equipment for direct fabrication. In most cases you would want this to come from your detailing department to make sure what you fabricate will actually fit in the space allocated on site. Ask your software vendor what fabrication equipment if any the program is compatible with.

Construction Assemblies

estimating construction assembliesOne of the great benefits of estimating software is its ability to provide equipment connections of various sizes quickly and with updated pricing. An assembly is all the pipe, valves and fittings around a piece of equipment or fixture.

For example, a Chiller or Pump often requires the same pipe, valves and fittings whenever one is installed, so why repeat taking off the same bill of materials when an assembly in the construction estimating software can retain all those parts for you.

All you do is ask for a chiller connection of a particular size and the software calculates the bill of materials with the latest up to date pricing and includes all the labor for those parts.
Ask your vendor how many pre-built assemblies come with the program.

Estimating Reports and Spreadsheets

The estimating software has the ability to run many different reports, from material and labor summaries to isolation of separate zones or alternates for review. The important thing is that if you have a special way of reviewing material and labor summaries and breakdowns.

estimating reports and spreadsheetsIts important to make sure that the software is capable of giving you reports the way you desire. I have paid various estimating software vendors to make special reports for the way we wanted to see the print outs.

Most of the estimating software programs also come with a spreadsheet for the summation of the information coming from the database from within the software, and for which you will add additional pricing to comprise a total bid.

To the spreadsheet you will add subcontractor pricing, equipment and specialty items not included in your estimating software. The estimating software might also export data that you would then import into another program like Excel. Ask about the versatility of the reporting capabilities.

Sheet Metal Construction Standards

Contained in the sheet metal estimating program should be rectangular, round and oval duct with the capability to setup any wildcard duct system, such as fiberglass, stainless, black iron and aluminum.

The construction estimating software Sheet metal construction standards setup in the database may vary from how you fabricate and breakdown duct sizes in the way of seams, joints and reinforcement.

estimating sheet metalPart of your implementation time will be spent setting up these standards according to the way you fabricate ductwork.

The system should at least come setup with static pressure classes from minus two (-2) to positive six (+6) inches of static pressure.

The construction estimating program should also contain the capability to either enter values for shop fabrication or for the purchasing of ductwork. Ask which pressure classes come pre-setup.

HVAC Piping Construction Standards

Construction Estimating software programs contain many different piping material types that can be combined in various size breaks, such as using copper up to 2” and carbon steel from 2-1/2” and up, all setup under one system, such as Chilled Water, Heating Hot Water or Condenser Water.

Estimating pipingThe question to ask is how many systems come pre-setup and which ones? If you use various other types of materials like Polypro or Press-fit type fittings, be sure to ask if they are available in the database.

Often times if they haven’t been setup already this will create extra time to implement the system for the type of materials you commonly use.

Plumbing Construction Standards

The mechanical estimating software will also have many piping materials that can be combined to comprise the required systems for plumbing, such as copper, cast iron, plastics, ABS and others. The same questions apply here as for the HVAC piping construction standards above.

Automatic Fittings, Hangers and Joints Generated

Forget about counting hangers as the software will automatically provide hangers according to the hanger spacing set in the construction standards. All you need to do most often is to indicate what the upper attachment will be fasten to, such as concrete, wood or steel beams.

estimating software automatic fittings and hangersAnother great feature is the automation of fittings and joints including all the parts that comprise a joint. No more worrying about or having to remember what is required each time you make a fitting or joint connection.

Once your setup, or confirm that the database holds the correct information for the materials you use on your standard fittings and joints, the system will provide a hanger per the hanger schedule in the software, and all the required components surrounding an elbow, tee, joint or connection without you having to tell the system where the fitting is or the parts needed.

This makes for extremely fast take-offs because there is no need to take-off each individual fitting. Ask your mechanical estimating software vendor if this feature is available.

On-Screen Takeoffs

Onscreen capabilities allow you to do takeoffs directly from digital plans on your computer screen, reducing the time and cost of printing and manually marking paper copies. The On-Screen digitizer supports a wide variety of popular CAD formats in addition to the following; PDF, JPEG, TIF, GIF, PNG and many others.

Check with your vendor to make sure the program accepts your file types. The program should allow real time panning, zooming and marking of very large CAD drawings while minimizing the impact on the computers performance. On-screen takeoffs has moved away from the use of digitizers, computerized table tops.

Specification Swapping

Having this feature allows you to switch the specification of your takeoff with another specification type without having to input each item into the system over again. For instance, if you took off everything as being copper, then with this feature you could just swap out the copper construction specifications with any other specification, like black iron, carbon steel, or some form of plastic.

Mobile Apps for Estimating

mobile construction estimatingSome of these mechanical estimating software companies offer mobile applications that are compatible with their main program. This allows you to do a field takeoff and then import a file into the main estimating program back at the office. Ask about this feature and its cost and capabilities.

They may integrate with Apples iPad or an Android, be sure to ask.

Comparing Drawing Changes

When you receive changes or an addendum to the drawings that you have already done a takeoff on, this feature allows the software to compare the two drawings and highlight or indicate the differences. This saves time when addressing addendums and change-orders.

Software Documentation & Videos

This is one area where you may find that some of them are lacking, as it takes considerable effort to put together and keep updated documentation of the functionality of the mechanical estimating software.

Many vendors now have videos online and don’t provide any written documentation. Be sure to ask about the type and amount of documentation available. Having the ability to refer to training videos or documentation is helpful when you want to learn more about the programs capabilities or just for troubleshooting a simple problem before calling technical support.

Accounting Software Integration

Some mechanical construction estimating software programs have the capability to export data to various accounting software programs. This is useful if you want to save time in setting up a project for the construction department for labor and material tracking.

Having the ability to export all the material and labor values from your estimating program broken down by zone, floor or system type is a convenient and fast way to transition a successful project from estimating to operations quickly.

Its important to make sure that your accounting software is on the estimating software’s list of compatible programs. Its possible also that the estimating software can export into Excel or a commonly used format like CSV or a ODBC Compliant file.

Construction Scheduling Software Integration

construction schedule integrationAgain another feature that can be useful if you want to export data into other programs, in this case scheduling software like MS Project.

This is another time saving feature that is beneficial for those that provide construction project schedules in the various scheduling programs available.

Network or Standalone Based License

Licensing comes in various forms for the different methods of your company’s IT setup and estimating accessibility requirements.

estimating software networkIf there is just one estimator, then the question comes down to whether you want the program to reside on a network server or the Cloud which is accessible from many locations or if the program will reside on your laptop or desktop and be accessible to just yourself (Stand alone).

Often with a Network based installation it doesn’t cost anymore if you have one or ten estimators connected to the network software license, because the cost is for the quantity of licenses, not the quantity of estimators.

If you have four estimators and only one license, then only one estimator can use the software at a time, and you only pay for one license. You have to evaluate how often the estimating software will be used and for which trades.

Technical Requirements

Be sure to verify that your current computer has the required specifications to handle the requirements of the construction estimating software program.

Construction estimating software computer technical requirementsWith the increased functionality and graphics used with some of these programs you want to make sure that your computer can keep up, especially if you are using a network license with many users in different locations.

If using a network and you have users in different cities or locations all using the same server to retrieve the Estimating Program, be sure you have the band width to handle the data transfer required. Make sure to ask all the pertinent questions before purchasing any construction estimating software.

Implementation of the Software Program

It takes considerable effort to get the program setup to match your company’s way of doing business.

Most programs come setup with the basic construction standards, but if yours differ you’ll need to spend time implementing changes to match your company’s’ way of building projects. Whether you do sheet metal, HVAC piping or plumbing, there are construction standards that come prepackaged with most software programs.

Often SMACNA standards or something similar for sheet metal fabrication will come preset and will need to be adjusted for any local code variances in joints, seams, gages or reinforcement.

HVAC piping and plumbing will have copper, cast iron no-hub, plastic, carbon steel and refrigeration piping already setup, but once again you have to confirm that it is the same as your company’s construction standards and the local code authority.
Make sure to allow time for implementation.

My experience is that most construction estimating software vendors understate the amount of time it takes to implement their programs, so I would expect anywhere from 2 to 8 weeks depending on how many systems you need and how close your company standards are to the boxed standards that come with the mechanical estimating software program.

Estimator Experience

Do you or your estimator have any experience using construction estimating software? Training will be required in the range of 3 to 5 days. Beyond this you will need to invest time implementing and learning the nuances of the program to become efficient at take-offs including time to maintain the database.

Anyone that has the basic understanding of computers will learn quickly how to do takeoffs. Someone who understands construction standards will be required as administrator for implementation and for communicating with the technical support staff.

Estimating Software Demonstration

We recommend that you get a FREE demonstration of the various software programs so you can evaluate your needs against the available features and cost of the different construction estimating software programs.

For a FREE demonstration visit one of the following Mechanical Estimating Software providers below or search online for others. They are listed in no particular order. Make sure that you get several demos from different vendors.

TrimbleTrimble mechanical estimating software Mechanical Estimating Software


FastEstfastest mechanical estimating software Mechanical Estimating Software


Wendeswendes mechanical estimating software Mechanical Estimating Software


QuoteSoftquotesoft mechanical estimating software Mechanical Estimating Software

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