2
Draft
1
In Progress
1
Sent
8
Won (YTD)
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Estimation pipeline overview · Tuesday, July 22, 2025
Active Estimates
3
Active estimates in VM3 pipeline
▲ 2 new this week
Avg Estimate Time
2.5 days
▼ from 2 weeks before
Win Rate
64%
Across 12 closed estimates
▲ +8% vs last quarter
Total Pipeline Value
$706K
Parkin, Neilson, Christensen
Time Saved Per Estimate
11.5 days
2 weeks → 2.5 days
$4,600 value per estimate at $400/day

Active Projects

Project Name Client Type Status Est. Value Last Updated
Parkin — Richard Richard Parkin Major Remodel + Addition VM3 In Progress $485,202 Jul 21
Neilson — Wayne & Susan Wayne & Susan Neilson Home Addition (300 SF) Estimate Sent $136,797 Jul 18
Christensen — Cara Cara Christensen Whole-Home Remodel Speed Estimate $100,700 Jul 15
Vail — Emily Emily Vail Whole-Home (700 SF) Draft $84,790 Jul 12

Recent Activity

  • $
    Diamond Plumbing submitted bid: $12,800 (Plumbing Rough — Parkin)
    2h ago
  • $
    InteriorWorx drywall bid received: $18,400 (Parkin project)
    5h ago
  • ✎
    Speed estimate generated: Vail — $84,790 (700 SF whole-home)
    1d ago
  • ⚡
    AI scope builder: 42 line items from 247 words (Parkin walkthrough)
    2d ago
Built for Copperhead Construction — Disciplined Execution
Parkin Residence — Major Remodel & Addition
Richard Parkin
Whole-Home Remodel + Addition
July 22, 2026
30 Days
▼

Phase 1: Speed Estimate

Within Range
3,200 SF
Estimate total $346,016 is 27% under target. Healthy margin for negotiation.
$152
$464,640
$777,760
$475,000
3,200 SF × $152/SF = $486,400 baseline
Low: $437,760 Target: $475,000 High: $632,320
Low High

VM3 estimate of $346,016 reflects hard costs only. Speed estimate includes soft costs, contingency, and overhead.

Low High

Phase 2: VM3 Detailed Estimate

Trade Line Items

Cost Group Margin Markup
CL Labor 30% 1.43×
M Materials 25% 1.33×
SUB Subcontractors 20% 1.25×
A1 Alternate 1 15% 1.18×
W Warranty 0% 1.00×
Code Activity / Trade Description Cost Group Qty Unit Hard Cost Cost w/ Margin
1 Plans & Architecture Architectural drawings, 3 revisions SUB 1 Each $18,500 $23,125
5 Permit Fees Building + mechanical permits M 1 Each $4,200 $5,607
6 Jobsite Mobilization Trailer, equipment delivery, setup CL 3 Crew Day $2,400 $3,432
9 Demolition Interior demo, load haul, dispose CL 5 Crew Day $8,750 $12,513
13 Footings & Foundation 300 SF addition foundation, rebar, pour SUB 300 SQ.FT. $22,500 $28,125
15 Framing Material Lumber, engineered beams, LVL, hardware M 1 Each $34,200 $45,607
16 Framing Labor Crew: Ralph Jr, Preston, Marshall CL 12 Crew Day $21,600 $30,888
19 Windows & Sliding Glass Doors 8 windows + 1 slider, Milgard M 9 Each $15,300 $20,385
23 Siding Fiber cement, pre-finished, 2800 SF SUB 2800 SQ.FT. $19,600 $24,500
28 Plumbing Rough Whole-house replumb, PEX, 4 baths SUB 1 Each $12,800 $16,000
30 Electrical Rough 200 amp service, whole-house wire SUB 1 Each $16,500 $20,625
32 HVAC Rough 2 furnaces, 2 ACs, ductwork, 5 tons SUB 1 Each $14,200 $17,750
36 Drywall Hang, tape, texture, 9200 SF SUB 9200 SQ.FT. $18,400 $23,000
37 Painting Interior Prime + 2 coats, 9200 SF SUB 9200 SQ.FT. $9,200 $11,500
39 Cabinets Kitchen + 4 baths, custom maple M 1 Each $28,500 $37,950
40 Counter Tops Quartz kitchen + 4 bath vanities M 1 Each $12,800 $17,024

Sub Bids Received

Trade Subcontractor Amount Status
Drywall InteriorWorx $18,400 Received
Plumbing Diamond Plumbing $12,800 Received
HVAC Mountain Air $14,200 Pending

Change Orders

📋 No change orders yet on this estimate
Subtotal $339,231
Contingency (2%) $6,785
Warranty $0
TOTAL $346,016
📊

Schedule of Values (Exhibit A)

Content for this view generates automatically from the Hard Cost Input data. The Schedule of Values breaks the project into line-item cost categories for lender draw requests, showing each line's value, percentage of total, and cumulative completion status.

Auto-generated from Hard Cost Input — no manual entry needed.
📋

Allowance Schedule (Exhibit B)

Content for this view generates automatically from the Hard Cost Input data. Allowances are provisional amounts for selections not yet made — client must choose within budget or pay overage.

Category Material Only Installation Only Material & Install Decision Date
Plumbing Fixtures $4,500 $2,800 $7,300 Aug 15, 2026
Lighting Fixtures $6,200 $3,100 $9,300 Sep 1, 2026
Cabinets $18,500 $10,000 $28,500 Aug 30, 2026
Client sign-off required before proceeding with selections.
📅

Monthly Draw Schedule

Content for this view generates automatically from the Hard Cost Input data. Draws are scheduled monthly based on the project schedule and completed work percentages.

Draw # Description Scheduled % Amount
1 Mobilization & Demo 10% $34,602
2 Foundation & Framing 25% $86,504
3 Rough-ins & Enclosure 30% $103,805
Draw amounts adjust automatically as line items are completed.
📈

Project Schedule (Gantt)

Content for this view generates automatically from the Hard Cost Input data. The Gantt chart maps each trade's duration, dependencies, and critical path — synced with the estimate so schedule changes automatically update cost projections.

Drag to adjust task durations — cost impacts update in real time.

AI Scope Builder

Turn freeform walkthrough notes into a structured scope of work — organized by Copperhead trade codes.

🎙️

Walkthrough Notes

AI ANALYSIS COMPLETE
✓ Parsing walkthrough notes... 247 words detected.. 0.3s Done
✓ Matching to 61 VM3 trade codes... 16 matched.. 0.8s Done
✓ Generating line items with quantities... 42 items created.. 1.2s Done

247 words | Total analysis: 1.2s

AI Analysis
→
AI

AI-Generated Scope

✅

AI analyzed 247 words of walkthrough notes and identified 16 trade categories with 42 line items

1. Demolition Code 9 3 items ✓ High
Interior demo, kitchen gut1 Each
Bathroom demo (4 baths)4 Each
Wall removal (dining/living)1 Each
2. Framing Material Code 15 2 items ✓ High
Lumber package for addition (300 SF)300 SQ.FT.
Header/beam for wall removal1 Each
3. Framing Labor Code 16 1 item ✓ High
Framing crew for addition + structural changes8 Crew Day
4. Footings & Foundation Code 13 1 item ⚠ Medium
300 SF addition foundation300 SQ.FT.
5. Plumbing Rough Code 28 1 item ✓ High
Whole-house PEX repipe, 4 baths1 Each
6. Electrical Rough Code 30 1 item ✓ High
New 200 amp panel + whole-house wire1 Each
7. HVAC Rough Code 32 1 item ⚠ Medium
HVAC upgrade for added square footage1 Each
8. Drywall Code 36 1 item ⚠ Medium
Hang, tape, texture new + remodeled areas9200 SQ.FT.
9. Painting Interior Code 37 1 item ✓ High
Prime + 2 coats, entire main level9200 SQ.FT.
10. Cabinets Code 39 2 items ✓ High
Kitchen cabinets, custom maple1 Each
Bathroom vanities (4)4 Each
11. Counter Tops Code 40 2 items ✓ High
Quartz kitchen counters1 Each
Bath vanity tops (4)4 Each
12. Flooring / Hardwood Code 42 1 item ✓ High
Hardwood throughout main level1600 SQ.FT.
13. Flooring / Carpet Code 41 1 item ✓ High
Carpet upstairs800 SQ.FT.
14. Interior Doors & Trim Code 44 1 item ⚠ Medium
New doors and trim, main level1 Each
15. Siding Code 23 1 item ⚠ Medium
Fiber cement siding2800 SQ.FT.
16. Roofing Code 22 1 item ○ Low
New roof1 Each

16 of 61 trade codes populated | 42 line items | Est. 2 min to review

⏱️ Manual scope building: 45 minutes | AI scope building: 2 minutes | Time saved: 43 minutes per estimate
📊 Confidence Summary
8 High
5 Medium
3 Low

AI confidence distribution across 16 detected trades

Project History

47 past projects with back-costing analysis

Project Location Client Type Value Margin Status Year
Parkin - Holladay Major Remodel Holladay Richard Parkin Whole-Home + Addition $485,202 22.3% Won 2026
Neilson - Draper Home Addition Draper Wayne & Susan Neilson Addition $136,797 28.1% Won 2026
Allen - Sandy Awning + Deck Sandy Brittni Allen Deck $131,840 31.4% Won 2026
Christensen - Midvale Whole-Home Midvale Cara Christensen Whole-Home $100,700 18.7% Won 2025
Vail - Lehi Whole-Home Lehi Emily Vail Whole-Home $84,790 25.2% Won 2025
Mitchell - Orem Master Bath Orem Kathleen Mitchell Bath $39,068 34.1% Completed 2025
Mitchell - Orem Deck Orem Kathleen Mitchell Deck $16,550 27.3% Won 2025
Darger - Spanish Fork Railing Spanish Fork Glen & Sara Darger Deck $5,115 21.8% Won 2024
Door + Trim Install - Pleasant Grove Pleasant Grove Carlee's Dad Repair $3,359 -3.2% Lost 2024

Back-Costing Analysis

25.1%
Average margin across all projects
31%
Best margin: Bath remodels (avg)
-3%
Needs attention: Electrical underbid vs estimate

Margin Trend by Project

Mitchell Master Bath
34%
Allen Awning + Deck
31%
Neilson Home Addition
28%
Mitchell Deck
27%
Vail Whole-Home (700 SF)
25%
Parkin Major Remodel + Addition
22%
Darger Railing
22%
Christensen Whole-Home + Basement Baths
19%
Door + Trim Install
18%

Job Autopsy

Post-job review and margin analysis

Goal GP%
28%
▲ On track
Actual GP%
19%
▼ Below target
Variance
-9%
▼ Needs review
Budget Analysis

Over / Under Budget by Category

Trade Budgeted Actual Variance
Drywall $18,400 $21,200 +$2,847 over
Painting $9,200 $11,500 +$2,316 over
Flooring $12,600 $10,900 -$1,743 under
Cabinets $28,500 $27,800 -$684 under
Electrical $16,500 $19,100 +$2,598 over

✓ 3 Things That Went Well

  • ✓ Client communication was consistent, no surprises on change orders
  • ✓ Framing crew finished 2 days ahead of schedule
  • ✓ Subcontractor coordination on drywall and paint was seamless

⚠ 3 Things That Need Improvement

  • ⚠ Electrical scope underestimated, should add 15% contingency for older homes
  • ⚠ Paint coverage required extra coats on dark walls, not accounted for
  • ⚠ Cabinet lead times pushed finish schedule by 1 week
“ Client Comments

Cara was happy with the overall result but felt the process took longer than expected. The allowance schedule helped her make decisions faster.

“ Trade Partner Concerns

InteriorWorx noted the existing electrical was worse than expected. Drywall sub flagged moisture in basement bathroom.

↩ Continuous Improvement

How This Feeds Back

Budget variances auto-adjust future estimates. Electrical code 30 margin increased 2% for next estimate. Drywall SF rate updated from $2.00 to $2.30/SF based on InteriorWorx actual.

Settings

Company Profile

Margin Defaults

Cost Group Target Margin Markup Factor
CL (Company Labor)
M (Materials + 7.25% tax)
SUB (Subcontractors)
A1 (Alternate 1)
A2 (Alternate 2)
W (Warranty)
Sales Tax Rate: 7.25%
Contingency Default: 2%
Estimate Validity: 30 days
Current avg margin: 25.1% (from 47 back-costed projects). CL labor at 30% target, averaging 27%. SUB at 20% target, averaging 23%.

Tax & Compliance

Utah State Tax: 7.25%
Midvale City: 0.85%
Contractor License: #9715651-5501 (Utah County)
Lien Waiver Template: Auto-attached to draws

Trade Code Manager

61 active VM3 trade codes across 5 cost groups. Last updated: Jul 2026. Import/export via CSV.

Document Templates

Estimate Template, Schedule of Values (Exhibit A), Allowance Schedule (Exhibit B), Draw Request, Change Order, Lien Waiver

Users

Name Role Access
Ralph Kunz Sr. Admin Full access
Ralph Kunz Jr. Project Manager Estimates, projects, history
Shelly Accounting Invoices, draws, reports