1
Create or select the project
Choose an existing project from the project selector, or create the project through New project or Settings. Confirm the client, reference, status, and location because these details flow into the estimate context.
2
Open the estimate workspace
Go to the project estimate. Stralos loads the project estimate and shows the main estimating areas: summary, documents, project rates, takeoff, work items, and TAGs.
3
Upload tender documents
Add drawings, schedules, specifications, spreadsheets, or CSV files from the Documents tab. Wait for scan and extraction to finish before downloading or reviewing suggestions.
4
Review suggestions
Open pending document suggestions, check confidence and source context, edit any incomplete fields, then accept or reject the suggestions. Accepted suggestions create real estimate records.
5
Build quantities and scope
Use takeoff measurements and work items to structure the estimate. Link measurements to work items where useful.
6
Price and review
Apply rates, activities, and project overrides. Review tender cost, tender price, risk, and margin before submission.
Recommended order
- Project details and status
- Documents and AI suggestions
- Takeoff measurements
- Work items and sections
- Project rate overrides
- TAGs
- Work item pricing review and manager sign-off
Things to check early
- The project has the right client, reference, status, and location.
- The rate library contains the categories and units you need.
- Organisation and supplier locations are available for owner-and-location pricing.
- Uploaded documents have finished processing before you rely on suggestions.
- Pending suggestions have been reviewed rather than left in the queue.
Documents
Upload, process, download, retry, and remove estimate documents.
Review AI suggestions
Understand the review-first model before accepting AI-generated records.