Drawing versions and addenda
Import a 30-sheet electrical package, then replace two sheets with addendum A1. Can the estimator identify which takeoff quantities were counted against which revision?
Pass condition: retain the original estimate, record what changed and produce a reviewable delta before updating the bid.
Assembly completeness
Count 40 duplex receptacles and test whether the electrical assemblies cover boxes, plates, raceway assumptions and terminations. Confirm that one missing accessory can be corrected globally without changing unrelated assemblies.
Pass condition: transparent labor and material components, not an unexplained lump-sum rate.
Labor and local factors
Run the same branch-circuit estimate for normal access and an occupied building with restricted hours. Ask how adjusted labor factors are recorded and reviewed.
Pass condition: an auditable factor applied to the intended work items rather than a hidden override.
Supplier updates
Quote material prices from two suppliers on different dates. Ask whether a later price import can update selected lines without silently overwriting the original bid basis.
Pass condition: supplier, effective date and price-change impact can be inspected.
Bid qualifications
Create an alternate for lighting controls and exclude utility fees. Check whether the scope narrative and financial summary remain consistent when the alternate is selected.
Pass condition: inclusions, exclusions and alternates stay attached to the exported proposal.
Estimator handoff
Have a second estimator review a saved bid, locate the source of a quantity and explain a labor assumption. Test roles, concurrent editing and the export format on the edition being quoted.
Pass condition: another estimator can reproduce the pricing logic without consulting the original author.