Qualification

Get Scope of Work Confirmed by Project Owner Team: Ensuring that the scope of work is well-understood and confirmed by the project owner is essential to provide an accurate estimate. This step sets the stage for a successful estimation by defining the parameters and expectations.

Estimating

Send to Estimating Team: This step likely involves detailed work such as site assessment, volume calculations, and resource planning. It’s good to see that there's a dedicated team, which would include your estimator Alfonso, to focus on calculating the costs and requirements of the project.

Calculation: Here, the actual number-crunching happens. Utilizing the specifics of your fleet and labor capabilities to calculate costs will be critical.

Approve of Draft Quote: An internal review of the draft quote is a vital quality control step. It’s an opportunity to ensure all costs are accounted for and that the quote is competitive and profitable.

Revise

Send the Quote: Once the quote is finalized and approved, it's sent to the client. The clarity in this step is key to client communication and transparency.

Revise if Required: This indicates a willingness to work with the client should there be any need for changes. It's an important part of client relations and shows flexibility.