Time saved / Walk the site before you price
Tender site inspection notes and drawing markup on a tablet
Take site walk notes, mark up the tender drawings, measure off them and pin photos where you took them, on a tablet, then turn each note into a quote line.
The builder sends drawings. You walk the site to see what they do not show, with a notepad, a marked-up print and a camera roll. Back at the desk it all gets sorted and typed again.
- By hand
- 2 h 40 min
- In Excel
- 2 h 20 min
- In YourCA
- 21 min
- Saved
- 2 h 19 min
Estimate for a 6-month electrical job with 10 people on it, each job you walk and price. Set your own job.
The risk it heads off
- A note from the site walk never makes it onto the quote, and the work it flagged is done for free.A note goes on the quote in one press, and the walk shows which notes are already there.
- The builder disputes how the site looked when you priced it.The walk is frozen once the quote is accepted, with each photo pinned where it was taken.
Step by step
| Step | By hand | Excel | YourCA | What YourCA does |
|---|---|---|---|---|
| Write up the site walk notes so somebody else can read them | 30 min | 25 min | 5 min | You write or draw on the tablet as you walk. The notes are already typed and kept with the job. |
| Mark up the drawings and scan them back in | 30 min | 30 min | 5 min | Opens any tender drawing as its own page to draw on, at the revision on your register. |
| Measure runs off the drawings with a scale rule | 25 min | 25 min | 5 min | Set the scale off one dimension you know. The ruler gives the length of any line you draw. |
| Sort the photos and work out where each was taken | 30 min | 25 min | 2 min | Each photo is filed in Tender photos and pinned on the drawing where you stood. |
| Type the notes into the quote as lines and exclusions | 20 min | 15 min | 3 min | Press a note and Add to the quote. It goes on the draft as a line, an exclusion or a clarification. |
| Put the walk in one document for the quote file | 25 min | 20 min | 1 min | Download gives the notes, the marked drawings and the photos as one PDF on your letterhead. |
| Total, each job you walk and price | 160 min | 140 min | 21 min |
How to do it in YourCA
Questions subbies ask
- Does it work with no signal?
- Yes. Everything you draw and every photo waits on the tablet and goes up when the signal is back.
- Can the notes change after we win the job?
- No. Once a quote on the job is accepted, the walk is read only, so it stands as the record of the site at tender.
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