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AI implementation for your estimating workflow

Hands-on help putting AI and automation to work inside an electrical estimating shop — led by a Red Seal electrician and working estimator who builds these workflows daily. Not software you have to figure out alone: we set it up in your shop, on your documents, with your team.

Capacity is deliberately small: two active engagements at a time. If the calendar is full, you get a start date, not a no.

Request an engagement

What this is

  • Advisory and implementation for the process: document handling, addenda control, quote comparison, bid-day review, and where AI fits in each.
  • Tool-agnostic recommendations — Bidprobe where it fits, other tools (or no tool) where it doesn't.
  • CEC and NEC. Service sized from an actual code load calculation, with metering, transformer, duct bank, grounding and plan review checked against your utility's current requirements — not assumed from the last job.
  • Training so your team runs it without us afterward.

What this is not

  • Not an estimating service. We do not perform takeoffs, price work, or prepare bids.
  • Not staff replacement — the goal is your estimator covering more bids with fewer errors, not fewer estimators.
  • Not an open-ended meter. Implementations are fixed scope and fixed fee. Support is a separate agreement you can end with 60 days' notice.

The life of one bid, wired

What an implementation actually covers. Every orange line below is work the system does; the judgment calls stay with your estimator. All of it is running today inside a working electrical estimating desk.

01

Tender lands

  • Project record and folder tree created straight from the RFQ email
  • Drawings, specs, and addenda indexed; close date and bond terms pulled from the bid form
  • Every GC bidding the job logged, with solicitation emails drafted for the ones who aren't inviting you yet

Stays yours: the bid / no-bid call.

02

Takeoff

  • Counts and measures organized into your takeoff template, priced line-by-line
  • Service sized from an actual CEC/NEC load calculation — metering, transformer, and duct-bank checked against your utility's current requirements
  • Design-build RFPs with no drawings priced conceptually, calibrated to a comparable past job

Stays yours: the counts — quantity judgment stays at the estimator's desk.

03

Pricing

  • Distributor pricelists merged into the estimate line-by-line
  • Labour built as a named task list with per-unit labour figures — never a lump-sum guess
  • Travel, accommodation, and away-work costs applied by rule, not memory

Stays yours: margins, risk money, and the final labour factor.

04

Quotes out & in

  • One RFQ per vendor, carrying only that vendor's scope in hard, orderable quantities
  • Returned quotes read against your scope — every exclusion and substitution flagged
  • Quote comparison worksheets that show exactly what each number does and doesn't cover

Stays yours: which vendor to trust, and every email that actually gets sent.

05

Bid day

  • Every addendum reconciled into the estimate — superseded sheets and revised schedules traced
  • The four sanity gates run on the priced workbook (details below — there is no override flag)
  • AI review of the full package: scope gaps, conflicts, and the RFIs worth sending, each with document evidence

Stays yours: the number on the bid form.

06

Submittal & after

  • The quotation letter per GC — or the full prime-tender package compiled to one PDF with an index and gap list
  • The bid log kept current: who bid what, when, and what came back
  • Win-loss follow-ups tracked so the next bid starts smarter than the last

Stays yours: the relationship — and the signature.

Stage 04, watched: takeoff lines routed by trade, and the switchgear vendor's RFQ composing itself — only that vendor's scope, only hard quantities. The allowance line never makes it in, and the draft waits for a human to send it. Re-created with fictional data.

Nothing above sends, submits, or signs anything on its own. Drafts, checks, math, and organization are the machine's job — every send and every final number is a human decision.

Built around what you already run

Microsoft 365 and Outlook, Excel of any vintage, Bluebeam, and plain old file servers — and if there's an Accubid, McCormick, or ConEst seat in the shop, the system rides alongside it, it doesn't replace it. If your estimating lives in Excel and your email lives in Outlook, you're exactly the shop this was built in. Google shop? Same system, your tools.

The working system runs on Claude — a subscription your shop holds, one seat per person operating it, the same way you hold your Bluebeam licences. There is nothing of ours to license. The four pre-bid checks below are plain code and need no seat at all.

Four checks before a number leaves your office

The part of this that isn't advice. Every priced workbook runs four checks that are code, not judgment — each reads a specific cell in your spreadsheet and reports the cell it read.

There is no override flag.

The gate catching the invisible one: journeyman rate typed equal to the apprentice rate. Real check code on a fictional demo workbook — output shown verbatim from an actual run, including the cells it read.

The math: 72% of contractors report difficulty filling estimating positions. A fully loaded estimator runs $100,000–$155,000 a year in Canada and more in most US markets. Electrical contractors net about 6% — so a $2M job carries roughly $122,000 of profit, and a missed fire alarm package on that job runs $40,000 to $150,000. One catch covers the engagement several times over.

Canadian shops are billed in CAD, US shops in USD at the prevailing exchange rate — the USD figures shown are indicative and the exact fee is confirmed in the written scope.

Estimating workflow audit

CA$5,000 · US$3,500

fixed fee · credited toward the implementation · 1–2 weeks · remote

A top-to-bottom map of how bids move through your shop today — intake, takeoff, quotes, addenda, bid-day — and exactly where AI and automation buy hours back. Book the implementation within 60 days and the audit fee is credited in full.

  • Working session walking your current bid process end to end
  • Written audit: every manual step, time cost, and error risk ranked
  • Roadmap with specific tools, order of attack, and realistic effort
  • Straight answers on what NOT to automate yet

Core implementation

CA$25,000 · US$18,000

fixed fee · 4–6 weeks · remote

The roadmap, built. We set up the system in your shop, on your documents, calibrate it against your own historical bids, and train your estimator to run it without us.

  • Document intake and organization pipeline for tender packages
  • Addenda tracking and reconciliation workflow
  • Quote comparison and scope-gap worksheets, automated
  • Service sizing and utility compliance on every job
  • The pre-bid sanity gate, wired into your workbook
  • Calibration against three of your historical bids before go-live
  • Training for up to three people, recorded
  • 30 days of hypercare after go-live

System support

CA$2,500 · US$1,800 /mo

12-month term · 60 days' notice · monthly · remote

The system does not stay current on its own. Vendor pricelists move, labour units get reissued, code cycles turn over, and the platforms underneath change without asking. This keeps it running, and keeps it yours.

  • Vendor pricelist and labour-unit refreshes
  • Code-cycle and utility-requirement updates
  • Break-fix when a platform changes under you
  • New workflows as your scope changes
  • Quarterly review against the numbers we baselined on day one
  • Continued licence to use the configured system

Training funding may cover part of this

The implementation includes formal training for your estimating team — and most US states and Canadian provinces run employer training funds that cover a meaningful share of exactly that portion for shops that qualify. Florida's Incumbent Worker Training grant and Nova Scotia's WIPSI are two examples; your state or province almost certainly has its own version, and the strongest rates typically go to smaller shops.

You apply; we structure for it. The training is a named deliverable with its own invoice line, curriculum outline, hours, and completion records — the documentation those applications ask for — and if you pursue funding, the training phase is scheduled after your approval date, as the programs require. Financing exists on both sides of the border, too: Canadian shops with $1M+ in annual revenue can fund AI-adoption projects like this through BDC's LIFT program at preferential rates, and US shops routinely finance technology projects through SBA-backed 7(a) lending via their own bank — either way, the audit deliverable doubles as the business case those applications need. Eligibility and amounts are the programs' call, not ours, and we'll tell you on the fit call whether your headcount and location look like a match.

How an engagement starts

  1. 1. Email with a couple of lines about your shop — trade, crew size, roughly how many bids a month.
  2. 2. A 20-minute call to confirm fit. If an audit isn't going to pay for itself, we say so on that call.
  3. 3. Written scope and fixed fee before anything starts — 50% to book, 50% at handover. No hourly meters.

Real footage, fictional demo package: the bid-day AI review — findings with dollar exposure, every quote machine-verified against the documents, word for word.

Want to see the AI review part first?

Bidprobe's automated bid review is the self-serve piece of this — see a complete sample report. Your first review is free.

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