Plan Reading & Digital Takeoff

• Import PDFs, calibrate scale, set profiles for plumbing layers (CW/HW/DWV/Storm).
• Use count tools for fixtures/valves and polyline for pipe runs by size.
• Color-code systems, save snapshots, and export quantities to CSV.

Assemblies & Item Catalogs

• Define pipe-by-size assemblies (material + fittings + hangers + insulation).
• Fixture kits (rough + trim), valve kits, roof drain kits.
• Version control: tag each catalog with date, region, and price basis.

Vendor Quotes & Leveling

• Standard import columns (SKU, size, spec, lead time, quote #, expire date).
• Compare landed cost (base + freight + tax) and scope notes side-by-side.
• Flag exceptions: substitutions, backorders, MOQ, partial shipments.

Exports, Cost Codes & ERP

• Map items → Uniformat/MasterFormat or your internal cost codes.
• Export BOM, labor, and alternates as CSV/XLSX; keep stable column order.
• Maintain import specs for accounting/ERP (naming, units, decimals).

QA Checks

• Random re-measure: 1 sheet per system.
• Fixture counts tie to schedule totals.
• Pipe totals reconcile with riser diagrams.

Data Hygiene

• Stable column headers in all exports.
• One unit of measure per column.
• Version labels: YYMMDD-rev.

Security & Licensing

• Role-based access to job folders.
• Central license tracker; renewals calendar.
• Backups & read-only archives for bids.

🧭 Takeoff Coding Schema (CSV)

Code,Discipline,System,Size/Type,Description,Unit,Color
PL-CW-100,CW,Cold Water,1",1" Cu Press (straight),LF,#0077FF
PL-HW-075,HW,Hot Water,3/4",3/4" Cu Press (straight),LF,#FF3333
PL-DWV-400,DWV,Sanitary,4",4" PVC DWV (straight),LF,#00A65A
PL-FX-WC,FX,Fixtures,WC,Water Closet (rough+trim),EA,#8A2BE2
PL-VAL-100,VAL,Valves,1",1" Ball Valve (press),EA,#FF8800

🧱 Assembly Catalog – Seed (CSV)

Assembly,Includes U/M,Material Lines,Std Labor Hrs/Unit,Notes
1" Cu Press LF,LF,"Cu pipe; press couplings/tees; hangers @6'; labels",0.12,Normal height
4" PVC DWV LF,LF,"PVC; wyes; 1/8 bends; hangers @8'; primer/cement",0.22,Exposed ceiling
Roof Drain Set,EA,"Drain body; clamp ring; flashing; tie-in",2.00,Includes test
WC Kit (Rough+Trim),EA,"Carrier/wax/bolts; stops/supply; seat/flush",3.25,ADA coord

📥 Vendor Quote Import Spec (CSV)

Vendor,Quote #,SKU,Description,Size,UoM,Qty,Unit $,Freight $,Tax %,Lead (days),Valid Thru,Notes
AcmeSupply,QS-24115,CU-PIPE,Type L Copper Pipe,1",LF,1200,,
AcmeSupply,QS-24115,VAL-BALL,Full Port Ball Valve,1",EA,45,,
MetroPipe,MP-9831,PVC-4,PVC DWV Pipe,4",LF,800,,
MetroPipe,MP-9831,RD-110,Roof Drain,110,EA,6,,

⚖️ Quote Leveling Template (CSV)

Item,Spec,Vendor A $,Vendor B $,Vendor C $,Chosen,Lead,Scope Notes,Exceptions
1" Cu Press LF,Type L,,,,,, 
4" PVC DWV LF,Sch 40,,,,,, 
Roof Drain Set,Spec RD-110,,,,,, 
WC Kit,Model A or Equal,,,,,, 

🧾 Cost Code Map (CSV)

Cost Code,Description,Example Items
15-100,Pipe Rough-In,"Cu/PEX/PVC DWV straight LF"
15-110,Fittings & Valves,"Tees, wyes, 1/8 bends, ball valves"
15-140,Hangers & Supports,"Rod, strut, clamps"
15-200,Fixtures & Trim,"WC, LAV, UR, drains"
15-900,Testing/Startup,"Flush/pressure tests, disinfect"

📤 Proposal Output Map (Copy/Paste)

• Cover: Project info, base bid, date, contact.
• Scope Summary: Systems included, areas, spec sections.
• BOM Summary: Major quantities by system (no unit $).
• Labor Summary: Total MH by system; crew assumptions.
• Alternates/Unit Prices/Allowances: Clearly separated.
• Clarifications/Exclusions: Bullet list.
• Quote Appendix: Supplier quotes with dates & terms.
• Compliance: Insurance/bonds/wage if applicable.