We Bring Stability to Technical Support
Visualizing Plan Flow
As one OSR said, “Basically, I just hand my plan to you, turn around and a few days later and it’s done!”
That’s the idea. But, here’s our process broken down into six steps so you can see what happens.

Just MOUSEOVER the numbered steps to follow the flow.

The Outside Sales Rep delivers the plans to Precision Estimating via shipment, FTP site or Email. If you send in a plan electronically we can accept all major file types (i.e. PDF, TIFF, DWF, etc).
Precision makes an electronic copy of the plans and ships the hard copy back the same day it arrives. The original hard copy of the plan will arrive in your office before the Take-Off or EWP Layout.
Precision reviews the plan for missing pages, The EWP Spec Sheet form, PO, etc., to make sure we have all the information we need to process the plan. We then send you one of two emails: a Confirmation Email that the job has been received and is scheduled to process OR an On Hold Email to let you know that we cannot process your plan without further information.
If the project requires both an EWP Layout and a Take-Off, then the EWP Team and Take-Off Team process the plan at the same time.
The EWP Team finishes first so that the Take-Off Team can compare the EWP Layout to the Take-Off to ensure there is not any dual called or omitted material (i.e. EWP garage header, roof beams, posts, etc) . After this review, the Take-Off Team will incorporate the material from the EWP Layout into the Take-Off.
Precision will send you a Completion Email immediately upon completing the job. Attached to this email will be all files for the job (i.e. Take-Off, EWP Layouts, etc). The body of the email will contain all Plan Flow Notes as well as the web link to the Tracking Page for this job.
You get your job back When You Need It. Choose the completion date for the job and we will complete the job on or before the due date. This allows you to schedule your bid presentation to the builder at the beginning of the process vs. the end.



Understanding the Integration Process
To be successful, we need to know what you want, and you need to know what you are going to get back. We do this through the integration process which is illustrated below.

Single-Family - Getting Started
For Single-Family, contact us to begin the Integration Process. This process is essential to enable us to consistently serve you well. Through process, we’ll capture your defaults, create your user accounts and ftp access, etc. It’s a one time deal, and when it’s done we hit the ground running!

Multi Family - Getting Started
With Multi-Family, the formal integration meeting is not necessary. We facilitate a modified integration process on each Multi-Family job, so just send us the blue prints and we’ll call you to discuss the project details.