Estimator Review
Automation can remove repetitive work, but the estimator remains responsible for the job. Estimator Review brings the floor plan, Cutting Magic result, quote scope, pricing and installer handover together so an experienced person can check, adjust and approve the project before anything is issued.
Automate the calculation. Keep professional judgement.
Floor Planner is designed to make estimators faster, not to remove them from the process. Geometry, optimisation and quoting can be automated where appropriate, but the final project still benefits from an experienced person checking the measurements, installation rules, material usage, commercial scope and site handover.
Start with the full job context before making a commercial decision.
Estimator Review brings the floor plan, customer or project information, material assignments and working quote together so the estimator can review the job as one connected project rather than a set of disconnected files.
Open the working project with its floor plans, rooms, products and current quote status visible to the estimator.
The estimator begins with the same project information used throughout Floor Planner instead of piecing the job together from separate documents.
Reduces context switching and makes it easier to understand what is being quoted.
Review the customer, quote request or business context associated with the project before making commercial changes.
The estimator can understand whether the job is a retail request, internal project or other workflow type.
Helps the business respond appropriately to different customer and lead pathways.
Check the project and floorplan names used throughout the working file and downstream documents.
The estimator can verify that the right plan is being reviewed before making changes.
Reduces the risk of editing or issuing information against the wrong job.
Inspect the rooms and floorplans that make up the job before checking quantities and cuts.
The estimator can quickly understand how the project is organised.
Improves review accuracy on multi-room or multi-floor projects.
Review which products and services have been applied to the project.
Material and quote review begin from the intended specification rather than assumptions.
Reduces the chance of pricing the wrong product or carrying an outdated selection forward.
Check the geometry before trusting the quantities.
The estimator can review the source floor plan and dimensions before relying on downstream material calculations. This makes the floor plan a controlled source of truth rather than an unchecked drawing.
Review the drawn room geometry, wall relationships and connected areas before approving the takeoff.
Obvious drawing errors can be caught before they affect Cutting Magic or Quote Magic.
Improves confidence in every downstream quantity.
Review important wall and room dimensions against site information or source plans.
The estimator can verify that the drawing reflects the job rather than assuming all measurements are correct.
Reduces the risk of quantity errors caused by inaccurate source geometry.
Confirm that doors and relevant openings are located correctly on the plan.
The estimator can verify geometry that may later affect seams, transitions or room relationships.
Improves installation planning and helps avoid downstream rule errors.
Review voids, columns, fixed cabinetry or other excluded areas before final quantities are accepted.
Excluded geometry is checked explicitly instead of being hidden inside a total area.
Reduces over-measurement and material over-ordering.
Review coving, trim and strip annotations against the intended installation.
Perimeter-driven items can be checked before they feed into quote quantities.
Reduces missed accessories and incorrect edge-treatment quantities.
Review the cut plan before committing material usage.
Estimator Review is where optimisation meets professional judgement. The estimator can inspect direction, seams, room rules and roll usage before approving the production layout.
Compare the calculated roll length against the project area and expected waste.
Unexpected material usage becomes visible before the quote or job pack is finalised.
Helps catch poor layouts or unusual waste before material is ordered.
Check whether the current result came from room-based, cross-room or broader Best Sort optimisation.
The estimator understands why pieces are arranged the way they are.
Makes optimisation decisions easier to explain and audit.
Confirm horizontal, vertical, forced or linked directions before applying the layout.
Visual and grain requirements can be checked against the material-saving result.
Prevents a lower-cost layout from compromising the finished installation.
Review where seams fall in each room and adjust them where installation quality requires it.
The estimator can correct a mathematically valid but undesirable seam position.
Keeps installer practicality ahead of blind optimisation.
Verify that no-seam doorway rules and connected room transitions have been respected.
Critical transition points receive deliberate review.
Reduces the risk of issuing a cut plan that creates an unacceptable doorway seam.
Check rooms marked Do Not Split before the layout is approved.
The estimator can ensure a critical room has not been divided by an invalid search result.
Protects installation continuity in sensitive spaces.
Inspect the generated pieces against configured practical minimums.
The estimator can identify layouts that look efficient only because they create awkward cuts.
Avoids false savings that would be difficult or unrealistic to install.
Review both the geometric requirement and the production cut including practical installer allowance.
The estimator can see where extra material has been added and why.
Improves transparency and reduces accidental under-ordering.
Check the commercial result before the customer sees it.
Quote Magic can automate repetitive calculations, but Estimator Review is where the business checks the scope, quantities and commercial result before publication.
Inspect the material, labour and accessory lines created from project rules.
Automatic scope can be checked for relevance and completeness.
Reduces the chance of sending an incomplete or incorrect quote.
Check that area, linear metre, perimeter, seam and count-based quantities make sense against the floor plan.
The estimator can identify measurement-driven anomalies before they become customer-facing.
Improves quote accuracy and confidence.
Verify flooring, preparation, trims, adhesives, weld products and other items against the job specification.
The estimator can catch mismatched or outdated product assignments.
Reduces rework and supplier ordering errors.
Check labour lines and service scope before publication.
The business can ensure the quote reflects the actual installation effort.
Reduces underquoting and protects project margin.
Review accessory and supporting product lines created by rules or added manually.
Minor items are less likely to be overlooked because they are part of the same review process.
Improves quote completeness.
Keep the estimator responsible for the numbers.
Authorised estimators can refine the commercial result while Floor Planner preserves the business's pricing permissions and ownership model.
Review the rates applied to quote lines before publication.
The estimator can identify outdated or inappropriate pricing.
Protects margin and reduces avoidable pricing errors.
Adjust a working quantity where site conditions, supplier requirements or estimator judgement require it.
Automation does not lock the business into a number that no longer reflects reality.
Keeps the final quote commercially practical.
Adjust a quote rate for approved project-specific circumstances.
Special customer or project conditions can be handled without recreating the quote.
Supports commercial flexibility while retaining permission control.
Insert one-off products, services, fees or other project-specific items.
Unusual work can be included without waiting for a permanent automation rule.
Prevents automation from limiting complex projects.
Delete lines that are not required after professional review.
Broad business rules can be refined for the specifics of the current project.
Produces a cleaner and more accurate final proposal.
Only users with the required pricing and quote permissions can perform commercial review.
The business controls who can see or alter sensitive pricing.
Protects rates, margins and commercial decision-making.
Revise the project without losing the workflow.
Real jobs change. Estimator Review supports updating the plan, cut result or quote before publication so the final commercial offer reflects the latest approved project information.
Update the floor plan when site information or customer requirements change.
The estimator can correct the source rather than compensating manually in every downstream calculation.
Keeps project data consistent across takeoff, cutting and quoting.
Test another sort, direction or seam arrangement when the current layout is not satisfactory.
Material usage can be improved without rebuilding the entire project.
Supports cost control and installation quality during review.
Refresh or edit quote lines when quantities or scope change.
The commercial result can follow the latest project rather than an outdated snapshot.
Reduces mismatches between the plan and the issued quote.
Repeat the critical geometry, material and commercial checks before publication.
Late edits do not bypass the review discipline.
Improves reliability of the final issued proposal.
Make publication a deliberate business decision.
The estimator can keep the project and quote in a working state until the review is complete, then publish the approved commercial offer.
Maintain the quote as a draft while review and changes are still underway.
Internal work is separated from customer-facing output.
Reduces accidental issue of incomplete pricing.
Confirm products, quantities, rates and total scope one final time.
The estimator has a clear approval point before the quote leaves the business.
Creates stronger quality control.
Publish the customer-facing quote only after the review has been completed.
The system distinguishes between a working estimate and an issued commercial proposal.
Improves workflow clarity and auditability.
Move the quote to its sent state and the originating request to quoted when publication occurs.
Status reflects the actual customer-facing event.
Makes lead and quote dashboards more meaningful.
Store the time the quote was actually published rather than when the draft was first created.
Reporting can use the event that matters commercially.
Improves traceability and later performance reporting.
Decide what the installer needs before the job leaves the office.
Estimator Review is also the final commercial checkpoint before Installer Job Packs are generated. Relevant materials and job information can be selected without exposing quote pricing.
Mark relevant quote lines for inclusion in the Installer Job Pack.
The estimator controls the operational handover instead of sending the entire commercial quote.
Produces cleaner site documentation.
Keep material rows selected by default for Job Pack inclusion.
The installer-focused handover starts with the items most likely to be needed on site.
Reduces repetitive selection work.
Keep labour rows excluded by default from material-oriented installer documentation.
Commercial labour information is separated from the product list.
Protects commercial data and keeps the pack focused.
Generate the installer pack without rates, margins, profit, GST or quote totals.
Operational staff receive the job information they need without receiving sensitive commercial information.
Protects business pricing while improving site communication.
Include cut-list, floor-plan, 3D and optional Job Pack information in the project PDF.
The estimator can hand over a coherent project package rather than several disconnected files.
Reduces confusion between office and site.
Turn customer-created information into a professional quote.
Retail and DIY project submissions can be useful starting points, but professional review is still essential before a business publishes a commercial quote.
Review the plan and information submitted through the retail workflow.
The customer's work becomes a starting point rather than being accepted blindly.
Shortens estimating time while retaining professional oversight.
Review the geometry and dimensions for obvious problems or missing information.
The business can identify where clarification or remeasurement is needed.
Reduces the risk of quoting directly from unreliable DIY data.
Check whether the customer-selected products or categories are appropriate to the job.
The estimator can correct or refine the scope before pricing.
Improves the quality of the quote returned to the customer.
Use Quote Magic and estimator judgement to build the customer-facing offer.
Retail input is transformed into a professionally reviewed commercial proposal.
Creates a smoother path from self-service planning to professional flooring supply and installation.
Make the approved quote available after estimator review.
The customer receives a clear commercial response connected to the original project.
Creates a more complete retail customer journey.
Turn the approved project into a clear site handover.
Once the estimator is satisfied with the plan, material result and quote, Installer Job Packs can deliver products, quantities, cut information and installation guidance without exposing the business's commercial pricing.
Explore Installer Job Packs →