Before Lyrion
Every quote ran through the same two senior estimators. Requests landed in a shared Outlook inbox, takeoffs were retyped between spreadsheets, and sub pricing was chased by phone and buried in email threads. A quote left the building in six to nine days, and the jobs kept going to whoever answered first.
The knowledge was the deeper problem. Six decades of pricing instinct lived in two heads, and both of them were booked solid reviewing work nobody else could start. The company was not short of work. It was short of the two people every quote had to pass through.
What we found
- Roughly 60 percent of every quote already existed in a past project, but nobody could find the right past project fast
- Sub pricing was scattered across a dozen email threads per job, with no single sheet that held the current numbers
- There was no record of which quotes were lost or why, so pricing never learned from its misses
The system we built
- Quote intake. reads each request, files the drawings, opens the job and confirms receipt to the client in minutes
- Price engine. drafts the estimate from the price book and the closest past projects, every line traceable to its source
- Sub chase. sends the requests, runs the reminders and lands every sub number in the estimate sheet itself
- Estimator review. the seniors open a finished draft and correct it instead of assembling it
- Operations assistant. carries the job after the win: submittals, change-order paperwork, the weekly client update
Rollout
One week inside their estimating room mapping how the two seniors actually price, then built directly on the Outlook, Drive and Monday setup the team already ran. Nothing was replaced. The first live quote went out inside three weeks with an estimator watching every step.
What changed
The same two estimators still price every job. What changed is what reaches them: a finished draft with every line traceable to its source, instead of a blank sheet and a full inbox. Quotes answer first more often than not, sub numbers land in the sheet on their own, and sixty years of pricing instinct now lives in a system the whole company can use. The desk carries three times the quote volume without a single new hire.
“The first month it drafted a quote I would have priced the same way to within a rounding error. That is when I stopped checking every line.”
Dale HartwellPresident · Hartwell & Sons Construction






