Shop Drawings & Pricing

The shop drawing review and quote process is a critical aspect of the millwork industry, serving as a bridge between the initial client request and the commencement of production. It ensures that both the millwork company and the client are aligned in terms of expectations, design, materials, and cost. Here’s a breakdown of this process:

1. Receiving Shop Drawings

Initial Submission: The process begins when a client submits shop drawings for a project. These drawings typically include detailed plans, elevations, sections, and details of the millwork items to be fabricated.
Review for Completeness: Ensure all necessary information is included in the drawings for an accurate quote. This may include dimensions, material specifications, finishes, hardware details, and any special requirements.

2. Analysis and Clarification

Technical Review: A technical expert or project manager reviews the drawings to understand the scope of work, identifying any potential challenges or areas that require clarification.
Client Consultation: If there are questions or discrepancies in the drawings, consult with the client or the designer to clarify. This step ensures that the quote will be accurate and encompass all aspects of the project.

3. Material and Labor Estimation

Material Costs: Based on the drawings, list all materials required for the project and obtain current pricing from suppliers. Consider alternatives that may offer cost savings or improved performance.
Labor Costs: Estimate the hours of labor needed for each phase of the project, including fabrication and installation. Use historical data from similar projects to guide these estimates.

4. Overheads, Profit Margins, and Contingencies

Overhead Costs: Calculate the overhead costs associated with the project, which may include shop utilities, equipment depreciation, and administrative expenses.
Profit Margins: Determine the desired profit margin for the project. This can vary based on the complexity of the work, the client relationship, and market competition.
Contingencies: Include a contingency allowance for unforeseen expenses or challenges that may arise during the project.

5. Preparing the Quote

Detailed Quote: Compile the costs into a detailed quote, itemizing materials, labor, overheads, profit, and contingencies. Clearly outline what is included in the price, such as delivery and installation, and specify any exclusions.
Terms and Conditions: Attach terms and conditions to the quote, specifying payment terms, project timeline, change order procedures, and warranties.

6. Submission and Follow-up

Quote Presentation: Submit the quote to the client, preferably with an opportunity to present it in person or via a virtual meeting. This allows for the clarification of any questions and demonstrates a commitment to customer service.
Follow-up: After submitting the quote, follow up with the client to address any questions or concerns. Be prepared to negotiate or revise the quote based on feedback.

7. Revision and Finalization

Client Feedback: Incorporate any client feedback or requested changes into a revised quote, if necessary.
Acceptance: Once the client is satisfied and agrees to the terms, obtain formal acceptance of the quote, which may require a signed contract or purchase order.

8. Project Kick-off

Internal Briefing: Once the quote is accepted, brief the project team on the scope of work, timelines, and any special considerations identified during the quoting process.
Scheduling: Schedule the project, taking into account material lead times and current workload, to ensure that deadlines can be met.

This structured approach to reading shop drawings and preparing quotes ensures that each project begins with a clear understanding of the client’s needs, the project’s requirements, and the expected costs, laying the foundation for successful project execution and client satisfaction.