The pilot scorecard

Does the draft actually remove work?

A fast first draft is only useful if your estimator can check and finish it efficiently. We compare the whole workflow, including intake, corrections, and review.

This is the measurement framework, not a customer result. We agree your criteria before starting and fill in the scorecard from your pilot.

01

Scope completeness

Required lines found, extra lines, and material omissions compared with the agreed scope.

02

Quantities

Differences from your approved estimate, reviewed by item and device type.

03

Catalog matching

Which lines use the correct catalog item, which need a different pick, and which remain unpriced.

04

Estimator time

Intake, checking, corrections, and final preparation, compared with your usual workflow.

05

Turnaround

Time from complete inputs to a draft, measured against the delivery date agreed for that scope.

06

Live-bid fit

Whether the draft and XLSX work in your actual review and proposal process.

Two checkpoints, different questions

Business day 10: Compare the historical drafts with your approved estimates. Identify what was missed, what needed correction, and what to test on the live bid.

Final pilot review: Check whether the live draft reduced work and fit your approval process. Use that evidence to decide whether a recurring engagement makes sense.

Your estimator defines what matters

We review material omissions individually. A strong average does not make a missing scope item acceptable. Historical estimates also need context: exclusions, allowances, and changes should be made explicit before comparison.

No published accuracy percentage or guaranteed time saving replaces this review on your work.

See the paid pilot