Docs & guides

How to get from a union agreement to a priced, exportable estimate — the steps the setup checklist walks you through, plus Quick Estimate, the fastest way to a priced estimate.

1. Import a Union Schedule A with AI Upload a union agreement or rate-sheet PDF and let CrewMix's AI extract wages, fringes, and adders into a structured craft rate table you review and confirm. 2. Build a Labor Rate Build-Up (LRBU) Layer payroll burdens, markups, and overhead on a union agreement's Total Package to build an auditable Labor Rate Build-Up (LRBU) and a billable rate. 3. Overtime & Double-Time Schedule Rules Define straight-time, overtime, and double-time rules — 4×10s, Sunday double time, holidays — so every estimate day classifies and splits hours automatically. 4. Advanced Rate Libraries: Multiple Agreements & Custom Crafts Go deeper with your rate library — span multiple agreements from one build-up, add custom or imported crafts, AI-import a contractor build-up, reuse burden component groups, and keep source PDFs attached. 5. Quick Estimate: Describe a Job in Plain English Describe a job — crews, headcounts, schedule, dates — and CrewMix's AI turns it into a real, editable, priced T&M estimate in seconds, with or without a rate library set up. 6. Build a T&M Headcount Estimate Combine crews, billable rates, and schedules into a priced T&M headcount estimate — with rate snapshots so your bid never silently changes. 7. Charges, Per Diem & Shift Differentials Price everything beyond base labor — equipment, trucking, and materials charges, per-diem travel pay, and night-shift wage differentials — so your estimate total covers the whole job. 8. Export Estimates to Excel (Live Formulas) Export any CrewMix estimate as an Excel workbook with live formulas, or share a clean proposal page your customer can verify line by line. 9. Compare Rates & Report on Your Estimate Pipeline Track your book of work — compare two agreements or LRBU build-ups year over year to spot wage and burden drift, roll up your estimate pipeline by status, branch, and customer, and keep an eye on AI usage. 10. Manage Your Team & Organization Invite teammates, control what each can do with roles and permissions, scope access by branch, keep a managed customer list, and audit every change and sign-in across your organization. 11. Account, Security & Billing Manage your profile, password, two-factor, sessions, and single sign-on — plus your organization's subscription plan and the bring-your-own AI key.

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