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EstimatorBeginner8 min read

Generate a client-ready proposal in 60 seconds

The Estimator is Arcyon's flagship agent. It reads a full drawing set and produces a complete proposal — covering letter, project overview, trade-by-trade breakdown, line-item cost estimate, optional add-ons, and a professional disclaimer. Here's how to get the best results.

What you'll produce

A fully formatted proposal document with:

  • Personalised cover letter addressed to your client
  • Project overview with GFA, standards, and confidence level
  • Room schedule pulled directly from the drawings
  • Trade summary panel (Total Investment per trade)
  • 200+ line-item cost estimate in one continuous table
  • Optional add-ons section (upsells)
  • Assumptions, exclusions, and risk register
  • Disclaimer for legal coverage

Before you start

Have these ready:

  • A complete architectural drawing set (floor plans, elevations, sections minimum)
  • Finish schedule if it exists — Arc will use the product codes (e.g., MRS01, CLA01, TMB01)
  • Structural engineer drawings if available — Arc will mark items as PROVISIONAL without them

Step 1 — Open the Estimator agent

From your project workspace, click the E — Estimator tab. Attach your drawings in the sidebar (all of them, for best results).

Step 2 — Pick a template or describe freely

Using templates (fastest)

Click Full Proposal. This loads a complete prompt that tells Arc to generate everything from the covering letter to the final total.

Other useful templates:

  • Cost per m² — high-level benchmarking
  • Labour Breakdown — just the labour portion by trade
  • Provisional & Gaps Report — what's missing from the drawings
  • Builder's Price — cost + margin + tax rollup
  • Value Engineer — find 10–15% savings without compromising quality
  • Trade Package Summary — one-pager per trade for subbie pricing
  • Frame & Structure Comparison — timber vs. steel vs. LVL analysis

Using free text

Type what you want in natural language:

"Generate a full proposal for this renovation. We're the builder, we don't have structural engineering yet, mark those items as provisional. Include 10% contingency and 15% margin. Use Australian standards and AUD."

The Scope Questionnaire

If your message is vague (e.g. "estimate this"), Arc shows a quick card with 4 questions:

  1. Scope — full estimate / specific trade / cost per m² / client proposal
  2. Your role — builder (cost + margin) / client (total investment only) / consultant
  3. Engineering drawings? — yes / no (mark as provisional)
  4. Detail level — summary (20 lines) / standard (100 lines) / full (200+ lines)

Tap your answers and hit Generate document. Arc uses these to tailor the output precisely.

Step 3 — Review the output

Scroll through the response. Pay attention to:

  • The PROVISIONAL tag on any items Arc couldn't fully price (these will be highlighted yellow when you export to PDF/XLSX)
  • The Critical Items & Gaps table — things you need to clarify before submitting
  • The Assumptions & Exclusions section — what Arc assumed vs. what you explicitly excluded

Step 4 — Export

Click PDF to get a professionally formatted, branded proposal ready to send. Click XLSX for a working spreadsheet where every line item is editable and subtotals use live formulas.

Click Email to send either format directly to your client, architect, or subcontractors.

Pro tips

  1. Upload your company template first. Go to Templates → upload a past proposal PDF. Arc will learn your tone, section order, and formatting — and replicate it on every estimate.

  2. Iterate in the same conversation. After the first output, ask Arc things like "Remove the pool scope" or "Add 5% more for site access difficulty." It'll update the entire document in-place.

  3. Use Cost per m² first for a sanity check before the full estimate. If the m² rate looks too low or too high for your market, you know the drawings are missing something.

  4. The Trade Summary panel is a sales tool. Show the client only this section first — let them digest the headline numbers before drilling into 200 line items.

Common mistakes

  • Attaching only the cover sheet. Arc can't cost a project from one page. Attach everything.
  • Asking for "everything" without scope. Use the Scope Questionnaire. Answers in → better docs out.
  • Ignoring the Provisional tags. These are the biggest risk in any proposal. Address them before sending.

Next: Take-Off — Get procurement-ready material lists →