Comparison
Hire another estimator, automate takeoff, or keep the spreadsheet?
Hire when the bottleneck is judgment: pricing, bid strategy, client and site knowledge. Automate the takeoff when the same measuring fills estimator hours bid after bid and someone can review the output; keep the spreadsheet process when volume is low or the work changes every time. Many teams combine the first two.
Short answer
Hire when the bottleneck is judgment: pricing, bid strategy, knowing clients and sites. Automate the takeoff when the same measuring and re-measuring fills estimator hours bid after bid and someone can review the output; keep the spreadsheets when volume is low or every bid is different.
The options at a glance
| Option | Fits when | Watch for |
|---|---|---|
| Keep the current spreadsheet process | Volume is low or seasonal, the team prices every bid it wants to chase on time, or the work changes so much from one bid to the next that there is nothing repeated to capture. | Capacity does not grow with volume. Quantities are keyed again between the drawings, the spreadsheets and the estimating system, addenda are read again in full, and the method sits in a few people's heads and files. |
| Hire another estimator | The constraint is judgment rather than measuring: pricing, bid strategy, client relationships, site knowledge, a new trade or region. Or the volume is up for good across every task, not only takeoff. | The time to find and train someone, which depends on your market. A fixed cost whatever the bid volume. Each takeoff still takes the same hours, done by one more person. What a person knows leaves with them. |
| Automate the takeoff, keep the estimators | The same measuring and re-measuring after addenda takes hours on every bid, sets arrive in volume, and someone on the team can review the output during a pilot. | Setup and a pilot take your team's time and a budget. Review time remains on every takeoff. Scanned or poor drawings need more review. Pricing, the bid/no-bid call and the sign-off stay with people. |
| Combine: automate the measuring, hire for judgment | Volume is up and the pricing side is stretched too: the new hire spends time on bids, not on measuring. | Two changes at once are harder to measure. Run the takeoff pilot first, then size the hire on the capacity that is left. |
Executive Summary
When bids outrun the estimating team, three answers come up: carry on with the spreadsheets and the evenings, hire another estimator, or automate the measuring. They fix different problems. A hire adds judgment and hands. Automation takes measuring hours off the estimators you already have. The current process costs nothing new and works as long as the volume allows it.
The useful question is where the hours go. If most of a bid is measuring, re-measuring after each addendum and keying quantities into spreadsheets, automating that part frees the people you have. If the constraint is pricing, bid strategy or knowledge of clients and sites, a person is the answer and no software is. Many teams need some of both.
This page is written by Mirage Metrics, which sells takeoff automation. It gives no salary figure and no saving: both depend on your market and your bids. The calculator linked below takes your own figures.
Key Takeaways
- Hire for judgment: pricing, bid strategy, client and site knowledge. No takeoff automation replaces that.
- Automate the measuring when the same takeoff work comes back every week and someone can review the output.
- Keep the spreadsheet process when volume is low, every bid is priced on time, or the work changes completely each time.
- Compare the options on the same unit: the cost of one completed, reviewed bid, and the bids the team can price in a month.
- Hours freed are capacity. They become a saving only when they replace overtime, outsourced takeoff or a hire you were going to make.
- Combining is common: automate the measuring first, then size the hire on what is left.
Six questions that decide it
Where do the hours go?
Log a few recent bids by task: measuring, re-measuring after addenda, keying quantities, leveling subcontractor quotes, pricing, strategy, client calls. If the first four dominate, the bottleneck is measuring and automation targets it. If the last three do, it is judgment, and that needs a person.
Is the volume up for good?
A peak that will pass can be absorbed with overtime or an outside takeoff service for a while. A lasting increase needs capacity you keep, whether a person or a system. Check the pipeline, not last month.
How repetitive is the measuring?
Automation pays when the same assemblies, trades and drawing conventions come back bid after bid, because the measurement rules are captured once. If every project is different, the share an agent can take stays low, and a skilled estimator is worth more.
How soon do you need the capacity?
Hiring takes as long as your market takes to find and train an estimator. With Mirage, a proof of concept runs on your own documents one week after the first meeting and the first workflow is in production in 4 to 6 weeks; work spanning several systems can take longer. Neither helps with a bid due tomorrow.
What happens to the know-how?
In a spreadsheet process the method lives in a few people and their files, and a new hire adds one more person who holds it. A takeoff agent holds the measurement rules in the system, and the corrections your team makes become rules it applies from then on. Either way, someone has to own those rules.
What does one reviewed bid cost?
For a hire: the loaded cost of the role, from your own payroll, over the bids that person prices. For automation: the setup and annual cost from a quote, plus the review time on each takeoff. For the current process: overtime, bids declined and hours spent re-keying. The calculator below does the automation side on your figures.
Hiring and the spreadsheet process: advantages and limits
Hire another estimator
Advantages
- Adds judgment, client and site knowledge, which no software does
- Capacity for every estimating task, not only takeoff
- Can grow into pricing, bid strategy and team leadership
- No new system for the team to adopt
Limitations
- The time to find and train someone depends on your market
- A fixed cost whatever the bid volume
- Each takeoff still takes the same hours
- Know-how leaves when the person does
Keep the current spreadsheet process
Advantages
- No new cost, no change, nothing to learn
- Flexible for one-off and unusual bids
- Enough while volume is low and bids are priced on time
- The team already trusts it
Limitations
- Capacity is fixed: more bids means evenings or bids declined
- Quantities keyed again between drawings, spreadsheets and the estimating system
- Addenda re-read and re-measured in full
- The method sits with a few people and their files
Four situations, four answers
Bids declined because nobody has time to measure
Automate the measuring and keep the estimators pricing. At John Cockerill, piping takeoff takes 80 to 90% less time with the engineers reviewing the agents' output rather than measuring.
A new trade, region or type of client
Hire. The gap is knowledge of the work, the market and the people, which is what an experienced estimator brings and a takeoff agent does not.
A few bids a month, all priced on time
Keep the current process. Nothing is broken, and a setup of any kind will not pay back.
Volume up, and pricing stretched too
Combine. Run a takeoff pilot first, measure the hours it frees, then size the hire on the capacity that is still missing.
Mirage Metrics
AI takeoff and estimating
Quantities from PDF, DWG and IFC sets, each traced to its sheet, reviewed by your estimators and delivered in Excel or your estimating system's import format.
See the pageAI for estimating managers
Task by task, what agents prepare and what stays with the team, and how to run a pilot without disrupting live bids.
See the pageWhy this is not people against software
A takeoff agent does not price a bid, decide which bids to chase or keep a client. Estimators do. What it takes over is the measuring and re-measuring that fills much of an estimating week, and it hands the result to a person to review.
So the real comparison is where you add capacity: in judgment, by hiring, or in measuring, by automating it. Keeping the spreadsheet process adds neither, which is fine for as long as the volume allows.
Automating takeoff: advantages and limits
With Mirage, engineers build the takeoff agent around your drawing conventions and output format and run it; your estimators review and sign off, and the quantities land in the system you already price in.
- Traced quantities. Every quantity carries the sheet, detail and specification reference it came from, with a flag where the set is unclear.
- Same tools. Output in Excel or the import format of your estimating system. Nothing is migrated.
- Addenda without a full re-read. Each addendum is compared with the previous set and only the changed quantities go back to the estimator.
- A staged commitment. A proof of concept on your documents one week after the first meeting, then a fixed-price pilot you can stop after, then an annual subscription priced by volume.
- Limit: review remains. A person still checks every takeoff. Plan for that time in the comparison.
- Limit: drawing quality. Clean vector sets hold up well; low-resolution scans and hand-marked sheets need more review.
- Limit: your time up front. Capturing your measurement rules takes hours with the estimators, and the pilot needs a reviewer.
- Limit: not for low volume. A few takeoffs a month do not repay the setup.
A cost-per-bid example, with invented figures
Every input below is invented and round, so you can see the arithmetic and then replace each one with your own. Nothing here is a Mirage result; the only Mirage figures are its published starting prices.
The team: 10 bids a month, 16 hours of takeoff per bid, a loaded cost of 60 per hour in your currency, 140 productive hours per estimator per month. The automation scenario: the agent handles 70% of takeoffs end to end, a reviewer spends 4 hours per automated takeoff, and the costs are Mirage's published starting prices, $10,000 to launch and $1,000 a month, used here as a placeholder for a quote.
- Current process. 10 bids × 16 h = 160 estimator hours a month on takeoff alone, worth 9,600 at 60 per hour. Every extra bid costs 16 hours nobody has.
- Automate the takeoff. Hours freed = 10 × 0.7 × (16 − 4) = 84 hours a month, worth 5,040, or 60,480 a year at full run. Year-one cost at the starting prices: 10,000 + 12 × 1,000 = 22,000, plus your team's time in the pilot. The hours stay capacity until they replace overtime, outsourced takeoff or a hire you were going to make.
- Hire another estimator. Adds 140 productive hours a month for the whole estimating job, not only takeoff: at 16 hours of takeoff per bid, about 8 more bids' worth of measuring, or the pricing and client time the team lacks. Its cost is the loaded monthly cost of the role, which only your payroll knows; divide it by the bids that person prices to get the cost per bid.
- Combine. Automation frees 84 hours; if the pipeline needs more than that, size the hire on the gap that is left rather than on today's backlog.
- Redo it with your figures. The automation side, with your own volumes, review time, hourly cost and quote, is what the calculator below computes, including the month the costs are paid back.
Compare the three on your own figures
Use one unit for all three: the cost of a completed, reviewed bid, and the number of bids the team can price in a month. For a hire, take the loaded cost of the role from your own payroll and the bids one estimator prices. For automation, take the setup and annual cost from a quote, the review time per takeoff and the share of takeoffs it handles. For the current process, count the overtime, the bids declined and the hours spent keying quantities.
The calculator gives the hours freed, what they are worth at your hourly cost, and the year-one budget that still breaks even. See the automation ROI calculator
Further reading
A bid due tomorrow, a takeoff backlog or an estimator leaving: what to do this week, before any decision on hiring or automation. See the guide to estimating under pressure
The step-by-step method once you decide to automate. See how to automate an estimating department
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