HVAC & REFRIGERATION — REMOTE ESTIMATOR STARTER PACK
Estimators.io | October 26, 2026

1. FIRST-WEEK CHECKLIST
Day 1: Confirm role, scope, region, time zone, software access and named reviewer. Record drawing/specification revisions and document permissions.
Day 2: Read mechanical plans, equipment schedules, controls sequences, details and specifications. Write a scope map and questions log before measuring.
Day 3: Take off equipment by schedule reference. Separate ductwork and piping by type, size and insulation requirement; record grilles, dampers, supports and accessories with their locations.
Day 4: Add quoted or approved pricing, source dates, labour basis, assumptions and exclusions. Review Confirm controls, electrical connections, balancing, commissioning, refrigerant scope, access and lifting. Ask for missing performance information instead of selecting replacement equipment on assumption.
Day 5: Reconcile equipment quantities, follow size transitions, check accessory counts and verify the boundary between controls, electrical and mechanical work.

2. SAMPLE ASSIGNMENT
A small commercial floor with equipment schedules, a duct change and a controls boundary. Use a training set or authorised redacted drawings. Submit marked plans, a quantity workbook, assumptions, exclusions, RFIs and a revision summary. No invented rates or client claims.

3. SCOPE CHECKLIST
Document/revision | Included assembly or system | Quantity basis | Drawing reference | Interface owner | Exclusion | Open question | Reviewer
Take off equipment by schedule reference. Separate ductwork and piping by type, size and insulation requirement; record grilles, dampers, supports and accessories with their locations.
Scope risks: Confirm controls, electrical connections, balancing, commissioning, refrigerant scope, access and lifting. Ask for missing performance information instead of selecting replacement equipment on assumption.

4. ESTIMATE REVIEW TEMPLATE
Project code:
Estimator / reviewer:
Trade / work package:
Documents and addenda checked:
Units and measurement method:
Quantity reconciliation:
Rate source / quote date / expiry:
Labour and productivity basis:
Waste and allowances:
Interfaces, inclusions and exclusions:
Open RFIs / owner / deadline:
Change from prior issue:
Reviewer findings / corrections:
Authorised issue date and status:

ADMISSION
Relevant past experience -> EyeSpyR review -> Estimators.io experience review -> approved registration -> trade onboarding. A supplied reference or checklist is not completed verification. Do not include ID documents or confidential client drawings in a public sample.