Mechanical Estimating


Chasе estimating can provide you with a range of mechanical estimating and costing sеrvicеs. So you would likе us to look at a tеndеr thеrе arе many ways of going about it. Our mechanical estimation services are availed by small, medium, and large organizations. We provide mechanical estimation for a wide range of organizations within the Mechanical sector.

At Chase Estimating, we provide a fast and accurate mechanical estimation service tailored to meet all of your requirements. While ensuring a rapid response is crucial to us, we never compromise on accuracy. Our skilled team excels in performing mechanical takeoffs using the latest software, expediting the process and delivering the tender to you within your specified timeframe.


We offer estimating for a wide range of building services, including:

  • Plumbing and Domestic Water Services
  • Above Ground Drainage
  • All Pipework Services (Heating, Chilled, Gas)
  • Ventilation / Ductwork
  • Air conditioning / VRF / DX
  • Thermal Insulation and Trace Heating
  • Plant and Equipment Pricing
  • Liaising with specialist subcontractors and incorporating their quotes such as;
  • BMS/Controls as a Subcontractor Package
  • Dry Riser / Water Misting as a Subcontractor Package
  • Underfloor heating as a Subcontractor Package
  • Plus any other packages that fall under your scope of works
  • Design and Build Preliminary Costings

With our expertise in these areas, we ensure accurate estimates that align with industry standards. By entrusting us with your mechanical estimation needs, you can confidently move forward with your projects, knowing that you have received a reliable and comprehensive estimate from Chase Estimating.

mechanical estimating


    Related Services We Offer

    In addition to mechanical estimating, Chase Estimating also offers electrical and insulation estimating services along with Mechanical & Electrical (M&E) design.

    This allows us to offer our design services directly to end clients, and also to mechanical and electrical subcontractors, thereby bridging the divide between idea generation and implementation in the realm of M&E design.

    To accommodate varying needs and stages of projects, our method is versatile and adaptive. We work with the Royal Institute of British Architects’ (RIBA) stages of design. We take great pride in the distinctiveness of our service offerings, which are set apart due to the unique cooperative model we have adopted between our designers, estimators, clients and any other stakeholders in the project.

    Chase Estimating has made a commitment to enhance the breadth of our services, and continually push the boundaries of innovation and efficiency in M&E design.


    Firstly you can either sеnd us your information е-mail or visit our officе near Stoke to discuss your requirements
    • Wе will thеn complеtе a preliminary estimate еvaluation sheet which will describe to you thе typеs of project works involvеd. Also at this point, we will give you an idea of thе fее involvеd to undеrtakе such work, along with confirmation of rеturn datе.
    • Once reviewed and agrееd, we can work together to achiеvе complеtion.
    • Initially, we will review all of the information for discrepancies or missing data and will issuе an RFI form. Merchant or suppliеr quotation еnquiriеs can thеn bе distributed and subcontractor packages will be sent to your chosen contractors if you wish.
    • Chase Estimating will thеn procеss all information through the Ensign mechanical еstimating software.
    • Our software system will then bе usеd for thе final input and apply any discounts, labour ratеs, and markups whеrе nеcеssary, although if labour rates arе not providеd you can input these yourself.
    • We dedicate at least 1 estimator to deal with your enquiry and your enquiry only.
    • We will never take the same job for 2 different clients.



    Chase Estimating places great emphasis on delivering fast and efficient turnaround times for our clients. Through streamlined processes, advanced technology, and our experienced team, we ensure swift and accurate mechanical estimates to keep your projects on schedule.
    Our estimators utilise state-of-the-art software and promptly process information to provide updated estimates within your required timeframe. We offer responsive support from our professionals, ensuring a seamless experience. Choose Chase Estimating for a streamlined estimation process and stay ahead of deadlines with our fast and efficient turnaround.

    Reasons to Choose Chase Estimating for Mechanical Estimating

    1. Comprehensive Services: We offer a wide range of mechanical estimating and costing services, catering to small, medium, and large organisations within the mechanical sector.
    2. Fast and Accurate Estimates: Our priority is to provide you with a quick response without compromising on the accuracy of our estimates. Our skilled team utilises cutting-edge software for efficient mechanical takeoffs, ensuring prompt delivery within your required timeframe.
    3. Extensive Coverage: We cover various building services in our estimates, including plumbing, domestic water services, drainage, heating, chilled water, ventilation/ductwork, air conditioning, BMS/controls, dry riser/water misting, and underfloor heating.
    4. Streamlined Estimating Process: We follow a systematic approach, starting with gathering information through email or office visits. We provide preliminary estimate evaluation sheets, discuss project requirements and fees, review data for discrepancies, issue RFIs, and incorporate supplier and subcontractor packages using Ensign mechanical estimating software.
    5. Dedicated Estimators: Each enquiry is assigned a dedicated estimator who solely focuses on your project. We ensure that we do not take the same job for two different clients, providing personalised attention to deliver high-quality and accurate estimates.
    6. Fast and Efficient Turnaround: We are known for our prompt and efficient services. Our professional team, equipped with expertise in multiple disciplines, including mechanical, electrical, and building services, ensures timely completion of projects.
    7. Personalised Approach: We pride ourselves on offering a personalised approach, valuing client relationships and providing advice based on your technical requirements. Our team is always available to address your needs and offer guidance.
    8. Accurate and Detailed Quantity and Cost Surveys: Utilising advanced technology, our experienced team focuses on delivering accurate and detailed quantity and cost surveys for projects of any size or complexity. We prioritise understanding your needs and requirements to provide precise estimates.
    9. Cost Competitiveness: At Chase Estimating, we understand the importance of cost efficiency. We offer a cost-effective solution compared to employing an in-house estimator. By outsourcing your mechanical estimating needs to us, you can save on overhead expenses such as salary, benefits, training, and software investments. Our competitive pricing ensures that you receive high-quality estimates without breaking the bank.

    When you choose Chase Estimating, not only do you benefit from our comprehensive services, fast and accurate estimates, streamlined processes, dedicated estimators, and personalised approach, but you also enjoy cost savings compared to employing an in-house estimator. We are committed to providing exceptional value for your investment.

    So if you would like to discuss a project or need advice, or would like to find out more about Chase Estimating services please contact us by filling out the inquiry form or give us a call at 01630 417161



    Mechanical takeoff involves taking measurements from construction drawings, schematics and other technical documents, and then using those measurements to determine the amount of material and labour needed to complete the project.

    By accurately measuring the dimensions of a given component in order to calculate the necessary quantity of material required, we can then create either a bill of materials or a bill of quantities which can then be used to assign costs to each individual element of the project.

    It is done by using specialist mechanical takeoff software that can measure distances and lengths of services, count fixtures and fittings and make note of all the materials and equipment that would make up a fully complete mechanical estimate.

    The process requires knowledge of engineering principles and design as well as a keen eye for detail. Mechanical estimators must also be trained in the use of the takeoff software in order to use it efficiently and effectively.

    Mechanical takeoff is an important part of any construction project because it helps ensure that the project will be completed on time and within budget. It can also help identify potential problems before they become costly issues.


    A mechanical estimate is a process that helps determine the cost of the project and allows for accurate estimations of both labour and material costs.

    It is the marrying up of mechanical takeoff with mechanical costing to produce a fully formed bid proposal.

    Mechanical estimating involves using historical data to analyse past projects in order to predict costs for similar projects in the future whilst accounting for inflationary that have or will occur when the job is actually delivered.

    It helps mechanical contractors determine the most efficient use of resources during the planning stage, which can lead to significant cost savings in both time and money down the road.

    Additionally, it also takes into account risk factors such as changes in material prices or labour availability when calculating estimates. Through a combination of accurate measurements, careful analysis, and reliable software programs, mechanical estimating and takeoff allow engineers to ensure their projects are completed on time and within budget.



      How long does it usually take to complete a mechanical estimating project?

      Mechanical estimating projects can take anywhere from several days to several weeks to complete, depending on the scope and complexity of the project. Factors such as the size of the project, the number of materials and labour required, and the availability of resources will all influence the timeline for the project.

      Additionally, the amount of time spent on research and obtaining quotes from subcontractors and suppliers can slow down the process. It is important to understand these factors to ensure that the project runs smoothly and is completed in a timely manner.

      What qualifications are needed to become a mechanical estimator?

      Becoming a mechanical estimator requires a high level of expertise and knowledge. It is a highly sought-after profession that requires a combination of technical and analytical skills.

      To become a mechanical estimator, one must have experience in the mechanical engineering field. Additionally, knowledge of the latest software and technology used in the industry is essential. Whilst it is not strictly necessary, it is an advantage to have a degree in engineering, mathematics, or a related field.

      Mechanical estimators must also have excellent communication and problem-solving skills, as well as the ability to work independently and as part of a team.

      With the right qualifications and experience, a mechanical estimator can be a valuable asset to any organization.

      How can I ensure I’m getting accurate estimates?

      Ensuring accurate estimates can be achieved through a combination of a skilled mechanical estimator, diligently working their way through the project and the use of mechanical estimating software.

      The software is specifically designed for the purpose of providing accurate cost and quantity surveys from construction drawings. With its database of materials, plant, kits, valves, and more, the software can rapidly provide prime costs, MCDs, prelims, and bills for clients.

      What are the advantages of using mechanical estimating software?

      Mechanical estimating software offers a number of advantages for businesses in the mechanical sector. It saves time and increases productivity by quickly calculating labour costs, material discounts, and prime costs.

      It also produces bills for clients and reports exportable to a variety of formats such as Word, PDF, Excel, and CSV. Additionally, the software is optimized for mechanical specialists and includes a regularly updated database of materials.

      Can Mechanical Estimating Help Prevent Delays Or Remedial Work In Construction Projects? If So, How?

      Efficient project management requires a coordinated approach to several factors, and mechanical estimating is one of the most critical.

      Early mechanical estimating can help prevent delays and remedial work in construction projects, as it enables contractors to plan for potential risks and unforeseen variables. Remedial work refers to the process of addressing and rectifying any issues or defects that have been identified in a completed construction project. It involves making necessary repairs, adjustments, or modifications to ensure that the work meets the required standards and specifications.

      By accurately forecasting timelines, materials, and costs, contractors can proactively manage resources and mitigate costly mistakes.

      Additionally, clear communication between all parties involved in the mechanical estimating process is essential for ensuring accuracy and avoiding misunderstandings that could lead to errors.

      A mechanical estimator must be well-versed in industry standards, regulations, and best practices to provide accurate estimates that are essential for successful project outcomes.

      As such, they play a key role in promoting effective communication among stakeholders and ensuring smooth project execution from start to finish.

      How Do Contractors Ensure Accuracy In Their Mechanical Estimates, Especially When Dealing With Complex Systems Or Unique Project Requirements?

      When dealing with complex mechanical systems or unique project requirements, collaboration strategies and adherence to industry standards are crucial for ensuring accuracy in mechanical estimates.

      As a mechanical estimator, it is important to work closely with engineers and other professionals involved in the project to fully understand the scope of work and identify any potential challenges.

      Additionally, staying up-to-date on industry standards and regulations can help ensure that all necessary components are included in the estimate.

      By utilizing these strategies, contractors can produce accurate and reliable mechanical estimates that will ultimately lead to successful construction projects.

      How Does Mechanical Estimating Differ From Other Types Of Estimating In Construction, Such As Electrical Or Plumbing?

      Key differences between mechanical estimating and other types of estimating in construction, such as electrical or plumbing, lie in the specific materials and systems being estimated.

      Mechanical estimators focus on HVAC, heating/cooling/gas pipework, and other mechanical systems, while electrical estimators focus on wiring and electrical components, and plumbing estimators focus on water supply and drainage systems. However, in the UK, plumbing is usually part of the mechanical contractors scope of work so it falls under the mechanical estimators remit.

      Despite these differences, all types of estimators share the common goal of accurately predicting project costs to ensure successful completion within budget constraints.

      A more in-depth look into Mechanical Estimation


      Mechanical estimating involves taking measurements from technical documents and using them to determine the quantity of materials and labour needed for the project. Skilled mechanical estimators proficiently employ takeoff software to expedite the process and obtain accurate quotes from subcontractors. Once all the information is processed, a thorough survey of the project’s quantity and cost is conducted to ensure accuracy.

      Mechanical estimating goes beyond mere measurements. It involves analysing historical data to predict costs for similar future projects and considering risk factors such as fluctuations in material prices or labour availability.

      As mechanical estimators, we are tasked with determining the cost of construction projects. Through analysing blueprints and specifications, we estimate the quantity and cost of materials, labour, and equipment required for project completion. Our role is crucial in ensuring that the final cost of a project aligns with the budget allocated by clients.

      Mechanical estimating plays an essential role in construction projects as it helps to ensure that projects are completed within budget constraints. It provides clients with accurate estimates of the costs associated with different aspects of a project, including material costs, labour costs, and equipment costs.

      By employing mechanical estimating techniques, we can identify potential issues early on in a project’s lifecycle before they become major problems that could cause delays or result in additional expenses. The use of mechanical estimating also helps to maintain transparency between contractors and clients by providing detailed breakdowns of all expenses associated with a project.

      In this article, we will explore further why mechanical estimating is such an important aspect of construction projects.

      Understanding The Role Of Mechanical Estimating In Construction

      Mechanical estimating plays a crucial role in construction projects. It involves the process of evaluating the cost of mechanical systems required for a project. Cost analysis is necessary to determine the feasibility and profitability of any construction project.

      As mechanical estimators, we are responsible for calculating the costs of heating, ventilation, air conditioning, plumbing, and fire protection systems. Project planning is another important aspect that we consider during mechanical estimating. Accurate estimation helps in proper project planning and scheduling.

      A well-planned project ensures that all resources are utilised efficiently, which leads to cost savings and timely completion of the project. We work closely with engineers, architects, and contractors to ensure that all aspects of project planning are covered.

      In summary, mechanical estimating is an essential part of construction projects. It provides valuable information regarding the cost of mechanical systems required for a project. This information helps in determining whether a project is feasible or not.

      Furthermore, accurate estimation ensures efficient utilisation of resources during project planning and scheduling. We play a vital role in ensuring successful completion of construction projects within budget and on time.

      Analysing Project Plans and Specifications

      Through meticulous analysis of project plans and specifications, estimators accurately estimate the labour and materials required for a project. Estimators must be familiar with the mechanical drawings and specifications of the project to calculate material and labour rates accurately. They must interpret the drawings and specifications to determine the exact materials and labour needed.

      Estimators calculate the costs of materials and labour based on current market rates. They also identify potential risks associated with the project and incorporate them into the estimate, including changes in material prices or labour availability. Estimators pinpoint possible cost savings through alternative materials or labour.

      Estimators anticipate potential project challenges and account for them in the estimate, including changes in material prices or labour availability. They identify potential cost savings through alternative materials or labour. Estimators also consider any risks associated with the project and incorporate them into the estimate.

      By thoroughly analysing project plans and specifications, estimators ensure accurate estimates of labour and materials, facilitating timely and budget-conscious project completion. This leads to successful outcomes and satisfied customers. Armed with this knowledge, estimators progress to determining materials and labour requirements for the next steps.

      Determining Materials and Labour Requirements

      Careful consideration of the project plans and specifications is essential to determine the required materials and labour for successful completion. Mechanical estimators must have a clear understanding of the scope and details of the project to accurately determine the quantity of materials and labour required.

      This involves reading through plans and specifications, making measurements of pipework and other components, and assessing the project’s difficulty. All of this information must then be processed and analysed to estimate the time and cost of the project accurately.

      The estimator must also have a good understanding of the client’s needs and requirements to ensure the project meets their expectations. This includes understanding the client’s budget, timeline, and other factors that may influence the materials and labour required. It is important for the estimator to understand the client’s expectations to provide an accurate estimate and create a successful project.

      The estimator must also take into account any special circumstances, such as environmental conditions or safety requirements, that may impact the materials and labour required for the project. These must be accounted for in the estimate to ensure the project is completed on time and within budget. It is also important to consider any potential risks or delays that could occur during the project and factor them into the estimate.

      Finally, the estimator must have a thorough understanding of the local labour market and the availability of materials to predict the project’s cost accurately. This includes understanding the current market rates for labour and materials, as well as the availability of certain materials or labour in the area. By understanding these factors, the estimator can create an accurate estimate that meets the client’s expectations.

      Having a detailed understanding of the project plans and specifications, as well as the client’s expectations, is essential for mechanical estimators to determine the required materials and labour for successful project completion. These factors must be taken into account to create an accurate estimate that meets the client’s needs and budget.

      Next, we will explore the various factors that influence the cost and time of mechanical estimating.

      Ensuring Projects Stay Within Budget Constraints

      As mechanical estimators, we know firsthand the importance of accurately predicting project costs. Without proper estimation, projects can quickly spiral out of control and exceed budget constraints.

      However, it’s not enough to simply estimate costs – effective cost-saving techniques must be implemented throughout the project to ensure it stays within budget.

      One such technique is value engineering, which involves analysing the project design and finding ways to optimise efficiency without sacrificing quality. This can include selecting more cost-effective materials or streamlining construction processes. By implementing value engineering early in the project planning phase, significant savings can be achieved without compromising on the final outcome.

      Another important aspect of ensuring a project stays within budget constraints is effective project management strategies. This includes clear communication among team members, setting realistic timelines and milestones, and actively monitoring progress to identify any potential issues before they become major problems. By taking a proactive approach to project management and addressing any challenges as they arise, costs can be kept under control and projects can be completed on time and within budget.

      Efficient mechanical estimating is critical for successful construction projects, but it’s only one piece of the puzzle. By incorporating cost-saving techniques like value engineering and implementing effective project management strategies, we can ensure that our projects stay within budget constraints while still delivering high-quality results.

      Identifying Potential Issues Early On

      In construction projects, identifying potential issues early on is crucial for a successful outcome. Early intervention can help mitigate risks and prevent costly delays or mistakes down the line. As mechanical estimators, it is our responsibility to identify these potential issues before they become major problems.

      One way to identify potential issues early on is by conducting thorough site visits and inspections. This allows us to assess the site conditions and determine any obstacles that may hinder the mechanical installation process. By identifying these obstacles early on, we can develop a plan to address them before they cause delays or additional costs.

      Another method of early intervention is through collaboration with other stakeholders in the project, such as architects and engineers. By working together from the beginning of the project, we can identify any conflicting design elements or potential construction problems before they occur. This allows us to make necessary adjustments and ensure that all aspects of the project are coordinated and aligned.

      Four key benefits of early identification of potential issues:

      1. Reduces overall project costs
      2. Minimises rework and change orders
      3. Improves project schedule adherence
      4. Enhances overall project quality

      As mechanical estimators, our role goes beyond just providing cost estimates for a construction project. It is about taking proactive steps towards risk mitigation and ensuring that every aspect of the mechanical installation process runs smoothly from start to finish. By identifying potential issues early on, we can save time and money while delivering high-quality results for our clients without compromising safety standards.

      Maintaining Transparency Between Contractors And Clients

      Mechanical estimating plays an important role in construction projects, as it ensures open communication between contractors and clients.

      To ensure transparency, mechanical estimators must put forth trustworthy estimates in a timely manner and be able to accurately track changes to the project.

      Accurate estimates will help provide clients with the assurance that their projects will be completed with efficiency and within their desired budget.

      It is essential that contractors and clients have a mutual understanding of the project to ensure a successful outcome.

      Open Communication

      As mechanical estimators, we cannot stress enough the importance of maintaining open communication between contractors and clients. It is crucial to establish a collaborative approach that fosters effective communication for the success of any construction project. The lack of transparency in communication can lead to misunderstandings, delays, and even financial losses.

      Effective communication requires both parties to be open and transparent with their expectations, ideas, and concerns. This means setting clear objectives and discussing any issues that may arise during the project.

      A good mechanical estimator should be able to communicate technical information clearly and effectively to clients who may not have a technical background. By doing so, it builds trust with clients, which is essential for future collaborations.

      In summary, maintaining transparency through open communication is vital in ensuring the success of construction projects. A collaborative approach will result in more effective problem-solving strategies and a stronger working relationship between contractors and clients.

      Trustworthy Estimates

      Maintaining transparency between contractors and clients is crucial for the success of construction projects. It requires effective communication, which involves being open and transparent with expectations, ideas, and concerns. As mechanical estimators, we understand the importance of clear communication in ensuring that both parties are on the same page throughout the project.

      Another aspect of maintaining transparency is providing trustworthy estimates. As estimators, it’s essential to provide reliable and accurate cost estimates for materials, labour, equipment, and other expenses involved in a project. This helps clients make informed decisions about their budget and avoid any unexpected costs down the road. A trustworthy estimate builds trust between contractors and clients, which is essential for future collaborations.

      To provide accurate estimates, mechanical estimators must have a deep understanding of the project requirements. This involves reviewing architectural plans, conducting site visits to assess existing conditions, analysing material specifications and pricing trends to arrive at an estimate that reflects current market conditions.

      By providing reliable estimates based on sound data analysis, we can ensure that clients have a realistic budget for their project while avoiding any surprises along the way.

      In conclusion, maintaining transparency through open communication and providing trustworthy estimates are vital for successful construction projects. By prioritising these aspects as mechanical estimators, we can build strong relationships with our clients while ensuring that projects are completed within budget and on time.

      Factors Influencing Mechanical Estimating

      Accurately predicting the cost and time of a project requires considering a variety of factors that influence the mechanical estimating process. The most important factor is the use of mechanical estimating software, which enables contractors to quickly and accurately calculate the cost of a project.

      This software is designed to be user-friendly and optimised for mechanical contractors to save up to 80% of their estimating and surveying time. Additionally, the software includes a regularly updated database of materials, which helps contractors stay up-to-date with the latest technology and materials.

      The second factor to consider is the experience of the estimator. Estimators must be knowledgeable in the use of takeoff software and have experience in the mechanical sector. This experience is essential to accurately calculate the cost of a project and identify any potential risks. Estimators must also be able to analyse past projects to predict costs for similar projects in the future.

      The third factor to consider is the approach taken by the estimator. Estimators must be able to provide a personal approach to clients and offer a high-quality service. They must also be able to quickly and accurately process all information through their estimating software system and apply necessary discounts, labour rates, and markups. Additionally, estimators must consider risk factors such as changes in material prices or labour availability when calculating estimates.

      Finally, the fourth factor to consider is the adaptability of the estimator. Estimators must be flexible and capable of quickly assimilating addendums and changes to the design and scope of the project as per the client’s requirements. They must efficiently incorporate any modifications into the estimate, ensuring that it accurately reflects the updated project specifications. The ability to adapt to changes swiftly and seamlessly is crucial in maintaining project timelines and meeting client expectations.

      The Importance of Staying Up-to-Date with Technology and Trends

      Staying informed of the latest technological advancements and materials available is essential for successful mechanical estimating. Mechanical estimators must be specialists in their field and have a thorough understanding of the materials and technology used in the industry. This knowledge is necessary to accurately manage the tender process and ensure that the estimates are accurate and up-to-date.

      It is also important to be aware of the current discounts available on materials and labour, as this can have a significant impact on the overall cost of the project.

      Having access to the latest technology and materials can help to reduce the time spent on estimating and increase the accuracy of the estimates. Estimators must be able to quickly and accurately assess the materials and labour needed for a project and be able to identify any potential risks or issues that may arise. This can help to reduce the risk of costly mistakes and ensure that the project is completed on time and within budget.

      In addition, staying up-to-date with the latest technology and materials can help to increase the efficiency of the estimating process. Estimators can use the latest software to quickly and accurately calculate the costs of materials and labour, as well as any discounts that may be available. This can help to reduce the time spent on estimating and increase the accuracy of the estimates.

      It is also important to stay informed of any changes in the industry that may affect the cost of materials or labour. This can help to ensure that the estimates are accurate and up-to-date, and that the project is completed on time and within budget.

      Staying informed of the latest technological advancements and materials available is essential for successful mechanical estimating.


      In conclusion, mechanical and electrical estimating plays a crucial role in construction projects, offering a meticulous and precise assessment of project costs. This essential process encompasses the careful analysis of project plans and specifications, accurate determination of materials and labor requirements, and thorough consideration of various factors that impact project costs.

      By employing Chase Estimating, mechanical contractors can make informed decisions, ensure cost-effectiveness, and successfully navigate their projects to fruition.

      Chase Estimating offers a comprehensive suite of services for all types of projects, allowing clients to make informed decisions regarding costs and materials. By staying up-to-date with technology and materials, the company ensures that estimates are accurate and reliable.

      Mechanical estimating is a fundamental part of any construction project, and Chase Estimating is the ideal partner to ensure your success.