We Prepare the Foreman to Run the Job
Designed distinctly for the Framer
Every Framer we work for is unique from different crew sizes, ways of organizing their jobsites, how they handle safety, etc. This requires us to deliver customized Take-Offs to meet the demands of your crews and your clients. Our Checkpoint System and The Integration Process outlined below allows us to clarify and capture your defaults so we understand how you want it, and you know exactly what you’ll get back!

The Checkpoint System - How a particular product and its quantity are chosen, by application
The rules that govern product selection within a Take-Off shouldn’t be left to intuition. We have developed a series of checkpoints to ensure that your preferred defaults will be used, beginning with the “1st” checkpoint and moving downward.


How the System Works

We customize your Take-Offs by capturing your defaults for each product application.

In a house there are many product applications. For instance, a 2x6 can be used for a variety of different applications like studs, plate, rafters, drop soffit, etc.

To call material for a certain application we will first look at the Take-Off Form for direction, if specific material is not noted there, we will look at your Hard defaults for direction. If your Hard defaults don’t specify a particular material, we look to the Plan for direction.

We keep progressing down the checkpoints until we arrive at a specific product that should be called for that application on this particular project.
The Dealer Integration Workbook - Designed to help you establish your Hard & Soft Defaults
1 By application, we help you establish your Hard & Soft defaults for all three categories:
1) The Size   (i.e. 4x4 R/L vs. 4x6x12).
2) The Type   (i.e. DF #1 vs. HF #2).
3) The Formula   (i.e. 10% Slop Factor).
 
2 3D Details of each application ensure that we are all talking about the same thing.
 
3 Together we review the defaults for each application which we then deviate from to establish your Hard & Soft Defaults.
 
4 To deviate from standard default simply write in your preferred default and then circle the
H
for Hard or the
S
for Soft.

The Maintenance of Your Defaults - Builder demands frequently change, as do your defaults
To be effective, your defaults must change with your business, and be visible to you and to our estimators.

We store your Hard & Soft defaults on a secure website. This allows you to login and review them as needed to make changes easily.

As we create your Take-Off, we can clearly identify your Hard & Soft defaults. An orange background shows your Soft default, a blue background shows your Hard default, and a white background shows that your Soft default is the same as our company default.

With your Hard and Soft defaults easily visible to our estimators and easily modified by you, our client, we can consistently deliver back your Take-Off just how you want it.