Teach it your company's rules once
When you correct a line in Takeoff Tool, you can save it as a house rule. House rules run on every job your company bids, and only on your company's jobs.
The problem
Every shop has rules that live in one estimator's head. The product you always swap. The item you never bid. The labor agreement you do not work under.
When that person is out, or new, the rule is missed.
What it does
- 01
Asks what to learn
When you correct or exclude a line, you choose: a lesson for all customers, a house rule for your company, or nothing. - 02
Runs house rules on your jobs
A house rule runs on every takeoff your company starts. - 03
Keeps them private
A house rule never runs on another company's takeoff. - 04
Holds jobs a rule rejects
A company rule can hold a job before anyone spends time on it. - 05
Lists every rule
The Lessons page shows each correction and how it was tagged.
What you get
- Your company's calls applied the same way by every estimator.
- A page that lists the rules, so a new estimator can read them.
- Corrections that do not need to be made twice.
What it does not do
Said plainly, so you can plan around it.
- It does not share your quantities, prices or house rules with other customers.
- It does not learn from a correction you mark as one-off.
Common questions
- What is the difference between a lesson and a house rule?
- A lesson is a fact about how drawings are written, such as a tag or where an item hides in a set. It can help every customer. A house rule is your company's own call. It runs only on your jobs.
- Do other contractors see my rules?
- No. House rules stay in your account.
- Can I see what it has learned?
- Yes. The Lessons page lists every correction and how it was tagged.