Trimble Estimation – HVAC – Estimating Virtual Training

This training course will equip students with the skills knowledge to effectively use the features and functions of  Trimble Estimation – HVAC in their work environments. Students will be introduced to the basics of performing takeoff, generating reports and creating bids.

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Class Setting


Course Prerequisites

Experience working in a Microsoft Windows environment

Who Should Attend

Junior Estimators, Chief Estimators, Senior Estimators

Course overview

The mode of instruction features an instructor-led virtual learning experience that effectively combines demonstrations with hands-on practical exercises to reinforce learning. The class is delivered in 4 – 3-hour sessions.

Learning Objectives

Upon completion of the course, the implementer will be able to:

  • Effectively navigate the application
  • Takeoff ductwork, air distribution items, and duct accessories
  • Create, edit, and, take off symbols, assemblies, and other company-specific takeoff items
  • Take off drawings using both onscreen view with automatic fittings as well as manual audit trail entry
  • Perform value engineering comparisons by changing specifications and purchase vs fabrication choices
  • Generate reports   

Training Modules

Course Topics

Session 1

  • Introduction and Orientation
  • Overview of MEP HVAC
  • Creating a New Job
  • On-Screen View TakeOff  


Session 2

  • Summary Reports
  • Design Specs
  • Symbols
  • Customize Menus


Session 3

  • Customize Menus (cont’d)
  • Standard Reports
  • Customized Report
  • Value Engineering


Session 4

  • Takeoff Icon definitions                                        
  • Backing up and Copying Projects
  • Advanced OSV Techniques  

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