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Custom Home Estimation Workflow Automation System

rolemodelsoftware.com

Construction

Real estate

Consumer products & services

Inefficient Manual Estimation Process Hindering Scalability

Reliance on three disconnected spreadsheets for home estimates caused excessive manual work (60+ hours/week for head estimator), pricing volatility management challenges, error-prone rework, and sales team dependency on expert availability. The fragmented system prevented real-time customer collaboration and contract generation.

About the Client

Certified Energy Star custom home builder with in-house design studio, producing 50-60 homes annually with 70 standardized floor plans and extensive customization options

Key Project Goals

Consolidate 3 legacy spreadsheets into unified software platform
Automate pricing updates to handle market volatility
Enable sales team to generate estimates independently
Reduce estimate-to-contract cycle time from 20-40 hours to under 1 hour
Create scalable system for future expansion

Core System Capabilities

Formula-driven pricing engine with volatility management
Interactive customization interface for floor plans and options
Automated contract generation from selected configurations
Role-based access for sales team and administrators
Real-time 'what-if' scenario analysis tools

Technology Stack Preferences

Cloud-native architecture

Formula/dependency engine

Modern web framework (React/Angular)

Relational database (PostgreSQL/MySQL)

System Integration Needs

CRM system
ERP platform
Document generation tools
Market price data feeds

Operational Requirements

High scalability for future growth
Real-time collaboration capabilities
Role-based security controls
Low-code administration interface
99.9% system availability

Expected Business Transformation

Head estimator time reduced by 75% through automation, enabling focus on strategic tasks. Sales team gains real-time pricing control with built-in expert logic. Pricing update cycles shortened from days to minutes. System scalability supports 2x growth in home production volume while maintaining operational efficiency.