WO2001067335A1 - System and method of providing project cost evaluation - Google Patents

Abstract

A system and method for providing cost evaluation for a project using a computer system that is part of a network. The computer system includes modules for submitting a proposed plan for a project (110), estimating the costs of the project (120), and offering associated services related to the project (130).

Description

SYSTEM AND METHOD OF PROVIDING PROJECT COST EVALUATION

Field of the Invention

This invention relates to the field of support services for small businesses, more specifically, for project oriented small businesses, such as independent contractors and subcontractors.

Background of the Invention

Recent years have witnessed a growing trend toward small, independent businesses and freelance service providers of various sorts. Mobility in the workplace, a strong economy, the practicality of home offices, and the resources provided by various technological advancements, particularly the Internet, have encouraged many individuals to pursue freelance work. Typically, these individuals and other small business entities pursue independence based on their belief in the strength of their skills in a particular market. Freelance businesses may include everyone from computer consultants and marketing specialists to contractors and landscapers. Frequently, while these independent businesses are very skilled in their chosen field, they may not be particularly adept administrators or have the time, experience, or interest to navigate the maze of administrative, financial, and legal tasks which managing a business requires.

One task that faces many independent businesses, is dealing with the bidding process necessary to acquire new work. In order to bid on a project, the business should assess its material costs, labor costs, overhead costs, target profit, the time the project will require, and the availability of labor and materials. Bid preparation may require specific forms and procedures. Prior to a bid award and preferably before a bid is made, contracts may need to be prepared or reviewed and the offeror's ability to pay for the completed work should be evaluated. The bidder may also wish to assess its ability to pay for or finance its part of the project.

A common subset of freelance laborers and small businesses are those involved in the construction and maintenance industries. Painters, plumbers, builders, carpenters, cabinet makers, landscapers, roofers, handymen, and many others with marketable skills related to building and maintenance have established themselves independently or as small business operations. These businesses, firmly rooted in manual skills, may have difficulty with the administrative requirements necessary to profitably manage their activities. In particular, the research, technical, mathematical, analytical, legal and communication skills necessary to evaluate a job and prepare a bid may be lacking. Even those who possess the ability to handle the administrative and evaluative tasks may lack the time or the will to invest the necessary resources in these tasks. Further, non- professional do-it-yourselfers seeking to do their own building projects face some of the very same problems with evaluating the costs of the project.

These and other drawbacks of prior art systems are overcome by the various embodiments of the invention.

Summary of the Invention

It is an object of the invention to overcome these and other drawbacks by providing a system and method of providing cost evaluation for a project.

These and other objects of the preferred embodiments are achieved by a computer system for providing cost evaluation for a project. The computer system includes a submission module for submitting a proposed plan for a project and a cost estimation module for evaluating and returning a cost estimate based on the proposed plans. The cost estimation module may include a material estimator, a labor estimator, an overhead estimator, a market evaluator, and a cost estimate compiler. Furthermore, the objects of the preferred embodiments and others may also be achieved by a system for providing cost evaluation of a project using a computer network. The computer network may include a central server, at least one terminal device remote from and connected to the server, and at least one electronic document for the project transmitted from the terminal device to the central server. The computer network may also comprise a cost estimator module for determining a cost estimate for the project based, at least in part, on information in the electronic document.

These and other objects of the preferred embodiments may also be achieved by a method of providing cost evaluation for a project. The method includes the steps of: receiving at least one electronic document for the project transmitted over a computer network; estimating types and amounts of materials required for the project based, at least in part, on data in the electronic document; estimating types and amounts of labor required for the project based, at least in part, on data in the electronic document; estimating market values for the types and amounts of materials and labor; estimating a total cost for the project based on the estimated market values; and returning the estimated total cost across the computer network.

The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate an embodiment of the invention and, together with the description, serve to explain the principles of the invention.

Brief Description of the Drawings

Figure 1 is a schematic diagram of a system according to a preferred embodiment of the invention;

Figure 2 is a schematic diagram of a computer network according to a preferred embodiment of the invention; and

Figure 3 is a schematic diagram of a method according to a preferred embodiment of the invention.

Detailed Description of the Preferred Embodiments

Reference will now be made in detail to the present preferred embodiments of the invention, examples of which are illustrated in the accompanying drawings in which like reference numerals refer to corresponding elements. In one embodiment of the invention, a computer system 100 may be provided to assist an individual or small business in evaluating and completing a project. Computer system 100 may be accessed by a user, such as a contractor, subcontractor, do-it- yourselfer, or other individual or small business. A user may access the computer system to carry out one or more tasks related to the evaluation and completion of a project. The user may access the system in a single transaction or through a series of periodic interactions. In some embodiments, the system may initiate periodic interactions with the user, such as status updates.

This computer system may include a plurality of modules for completing certain tasks. The modules are comprised of a combination of software and hardware necessary to perform a task or set of tasks. In each module's simplest embodiment, a data processor, memory, and an instruction set (i.e. computer code) may be all that are used to carry out the given tasks. More commonly, however, a plurality of input and output devices, short term and long term memory systems, layers of computer code (i.e. operating system, application software, etc.), communication devices, and multiple processors may be used. Further, a plurality of modules may share the same hardware and portions of a software library. It will be understood to those of ordinary skill in the art, that the modules described herein may be embodied in a large number of equivalent combinations of code objects and hardware. The units represented by the modules described are conceptual and should not be construed as a limiting structure for the hardware and software combinations capable of executing the modules' tasks.

Computer system 100 may be a server or group of servers capable of sending and receiving data across a computer network. Computer system 100 may be comprised of a personal computer and associated peripheral input, output, and storage devices. Computer system 100 may include a central processing unit, random access memory, one or more hard drives, various removable storage media, a monitor, a keyboard, a mouse, a modem, a network connector, a scanner, various hardware connections, and other common computer-related devices. One or more modules may be embodied in computer system 100 as one or more computer programs. The computer programs may include sets of program code, or objects, correlating to modules and sub-modules. The computer programs may be distributed across a plurality of interconnected computer devices, such as a plurality of servers, for decentralized storage and processing. As illustrated in Fig. 1, computer system 100 comprises a Submission module

110, a Cost Estimate module 120, a Service Assistance module 130, a Deal Assistance module 140, a Technical Assistance module 150, a Business Assistance module 160, and a User Interface module 170. Submission module 110 allows the submission and capture of data relating to the project, such as plans, contracts, and other details. Cost Estimate module 120 uses a combination of data captured by Submission module 110, market data, and material, labor, overhead, and cost algorithms to provide an estimated project cost. Service Assistance module 130 provides search, comparison, evaluation, and recommendation of vendors of materials, labor, and other services related to the project. Deal Assistance module 140 provides the user with bid preparation, contract evaluation or preparation, and risk evaluation related to the project. Technical Assistance module 150 allows the user to access resources for ensuring successful completion of the project, such as assistance with regulatory agencies, technical support, and education. Business Assistance module 160 allows the user to access resources for ensuring successful operation of the user's business for the immediate project and beyond, such as financing, marketing assistance, and education. User Interface module 170 provides the user interface for interacting with the other modules. Modules 110, 120, 130, 140, 150, 160, and 170 may be interconnected so that data may freely be passed between them. In some embodiments, data related to a user and or a project may be stored in a central database for use by the plurality of the modules.

Submission module 110 facilitates the submission of data related to the project. In some embodiments, Submission module 110 allows architectural plans, contracts, transactional details, material specifications, labor specifications, buyer information, user information, and other relevant data to be collected by computer system 100. Submission module 110 also includes protocols for accepting the data input via the keyboard, mouse, or other input devices using open fields, menu driven selection, or other data entry techniques. The data entered may be assembled into an electronic document for further handling and/or may be recorded in one or more databases. Additionally, submission module 110 includes protocols for accepting transfer of one or more electronic documents and may include protocols for extracting the data embedded in the electronic documents. Submission module 110 further includes a plurality of protocols for capturing one or more existing hard-copy documents in electronic format through the use of a scanner, digital camera, facsimile machine, or other input device. Submission module 110 also includes type, graphic, and handwriting recognition protocols for extracting and manipulating data contained in the captured electronic documents. Finally, submission module 110 also includes protocols for accessing databases or other data repositories, such as remote databases available over the Internet, and database query and filtering protocols. Submission module 110 is further broken down into a plurality of sub-modules including a Plan Submission sub-module 111, Contract Submission sub-module 112, and Project Data sub-module 113. Plan Submission sub-module 111 is designed to capture one or more architectural plans for the project using the capture protocols enabled by Submission module 110. For example, the user may be able to scan in a set of hard-copy architectural plans and create electronic architectural plans, may provide a link to an online resource containing a pre-existing electronic copy of the architectural plans (such as are available at some Web Sites), or may be able to use computer system 100 to draft the architectural plans. The architectural plans submitted may include material designations and other specifications.

Contract Submission sub-module 112 is designed to capture one or more contracts related to the project using the capture protocols enabled by Submission module 110. For example, the user may scan in a hard-copy of a contract, the user may provide a link to a pre-existing electronic copy of a contract, or the user may input the contract by manually entering the information into the computer system 100. Contract Submission sub-module 112 is designed to capture only the specific clauses or portions of the input contract most relevant to the analysis to be done. Project Data Submission sub-module 113 is designed to capture additional data related to the project using the capture protocols enabled by Submission module 110. The additional data captured includes transactional details, material specifications, labor specifications, buyer information, user information, and other data. For example, the user inputs data into computer system 100 the about identity of the parties to the contract and transactional details involved in the project. In one embodiment, the identity of the parties may be used to return data from a user and/or a transaction history database. In another embodiment, additional data relating to the parties may be obtained by querying a plurality of external data systems (such as the Security and Exchange Commission's EDGAR database, Dun & Bradstreet business reports, or various media search services). Additional data about project specifications, such as user and buyer preferences relating to the project time-line, preferred materials, preferred vendors, preferred labor services, or any other specifications or background information, may also be captured by Project Data Submission sub-module 113.

Cost Estimate module 120 utilizes the data input available to computer system 100 relating to the architectural plans, material specifications, and labor specifications to calculate cost estimates based on the types and amounts of materials and labor to be used in the project. Cost Estimate module 120 also calculates overhead costs, such as fixed administrative costs, insurance, equipment, and other costs. An moduleer may use data submitted to computer system 100 to do a manual take-off of the plans. A manual take- off involves identifying structures from the architectural plans and using known moduleering techniques to determine types and amounts of materials. Use of standardized electronic plan formats (such as in conjunction with CAD architectural software), graphic recognition programs, and or computer take-off algorithms may reduce or replace the desirability of manual take-offs. Market data may be used to compile a cost estimate based on the sum of the labor, materials, and overhead estimates. The market data may be modified to reflect geographic variations in the marketplace. Cost Estimate module 120 further includes Material Estimator sub-module 121,

Labor Estimator sub-module 122, Overhead Estimator sub-module 123, Market Evaluator 124, and Cost Estimate Compiler sub-module 124. Material Estimator sub-module 121 calculates the costs associated with the types and quantities of materials required to complete a project, utilizing the data input from manual take-offs of one or more sets of architectural plans or using a computer-based protocol to extract data from the building structures described in the architectural plans. One or more algorithms are used to convert a list of building structures into an estimated material list. First, the algorithms calculate general cost estimates based on the square footage of walls, floors, and other structures and/or itemized descriptions of fixtures and other objects, such as windows, doors, cabinets, plumbing fixtures, light fixtures to be included in a particular building structure, etc. The algorithms also derive cost estimates from detailed analyses of the actual materials necessary for construction of the building structures illustrated in the plans, including length of board (in feet) and other quantities. The algorithms also calculate purchase quantities based on the units by which the various actual materials are sold, including waste calculations based on unusable portions of such actual materials. The algorithms also calculate costs associated with secondary materials required for the building structure, such as caulking, nails, joint compound, drywall tape and other consumables. In some embodiments, the user may provide a partial or complete list of materials and/or a written project description which is used as the basis for the material estimate, with or without associated architectural plans.

Labor Estimate sub-module 122 calculates the types and amounts of labor required to complete a project. Labor Estimate sub-module 122 makes use of algorithms similar to those used in Material Estimate sub-module 121. The labor estimate algorithms determine the time required by individuals of a particular skill level to build, repair, install, or otherwise complete a portion of the project. The labor estimate may be broadly expressed in man-hours and/or may be itemized based on activities and/or service providers or calculates a total time estimate for the project in terms of days or another convenient measure of time.

Overhead Estimate sub-module 123 calculates the types and amount of overhead considerations faced by a business undertaking the project. The overhead estimate may include types and amounts of overhead costs specific to the particular project and/or may also allocate to the project a total or pro rata share of general overhead costs for the administration of a business or individual pursuing the project. Among the cost items which may be included in the overhead cost estimate are costs associated with equipment rental and/or equipment upkeep, insurance costs, regulatory and permitting costs, bid and contract preparation costs, legal fees, agent commissions, and other administrative costs. Market Evaluator sub-module 124 provides an evaluation of market costs for material, labor, and/or overhead. Market Evaluator sub-module 124 compiles and tracks material and service costs in general in the marketplace over a defined period of time in order to calculate a present market cost for the various types of materials, labor, and/or overhead necessary for the project. The costs tracked may include discounts for bulk purchases based on purchase quantities or other incentive or reward programs. The costs may compensate for regional variations in the costs of material and labor. The costs may also factor in actual competitive vendor or service provider pricing or bids. These actual competitive pricing or bids may be retrieved by querying a vendor/service provider database or conducting a search of online resources providing material, labor, and service pricing, such as online catalogs, web sites, and online auctions. The system 100 maintain and periodically update the vendor/service provider database of for rapid search and retrieval.

Cost Estimate Compiler sub-module 125 combines material, labor, and overhead types and amounts, as determined by Material Estimator 121, sub-module 122, and Overhead Estimator sub-module 123, with material, labor, and service costs, as determined by Market Evaluator sub-module 124, to calculate one or more cost estimates. The cost estimates may be based on multiplying the amount associated with each material, labor, and overhead type by the material, labor, and/or service costs related to that type. Cost Estimate Compiler sub-module 125 may produce a plurality of cost estimates based on various approaches to the project and may provide recommendations for modifying the project, including cost cutting measures. Cost Estimate Compiler sub-module 125 may also compile total project times and timelines based on labor requirements and other factors.

Service Assistance module 130 provides the user with assistance in actually finding and engaging vendors, laborers, and service providers needed for the project. Service Assistance module 130 includes Material Finder sub-module 131, Labor Finder sub-module 132, and Services Finder sub-module 133. Sub-modules 131, 132, and 133 may be provided as separate components or as part of a common protocol. Service Assistance module 130 may provide the user with a plurality of advertisements, listing services, or other contact information for locating vendors, laborers, and service providers. For example, if computer system 100 is part of the Internet, conventional banner advertisements or other links to vendor, laborer, and service provider web sites may be provided. Service Assistance module 130 uses a method of searching and filtering data for retrieving data relating to vendors, laborers, and service providers meeting specific project criteria. For example, the user may use a web site search module with filtering technology, a data mining protocol (such as a search and compare bot), or a database with query-based searching and filtering to find specific vendors. Service Assistance module 130 may automatically use information from Submission module 110 and/or Cost Estimate module 120 to evaluate available offers for materials, labor, and services and make specific recommendations for vendors, laborers, and service providers to use for the project based upon such available offers. The factors evaluated by the Service Assistance module 130 to make the recommendations may include a preferred vendor status, the geographic regions where vendors are located in comparison to the location of the project, project related data, or other factors for filtering and or ranking such available offers. Linking, direct lines providing business -to-business connections, or other connections with the computer systems of one or more vendors, laborers, service providers, search modules, or other associated services may provide further enhancements and capabilities, such as direct purchase, competitive bidding, purchase aggregation across vendors, or other capabilities.

Deal Assistance module 140 provides the user with assistance relevant to the consummation of the business transaction of which the proj ect is a part. Such assistance may include organization, evaluation, preparation, and other similar functions associated with the documents for the transaction. Common transactional components which may be enabled through use of the Deal Assistance module 140 include preparation of documents relating to formal bids, purchase agreements, purchaser selections, and other documentary memorializations of the transaction. Additional assistance may be provided by retrieving, creating, or otherwise making available research related to the transaction and the parties involved therein.

Deal Assistance module 140 includes Bid Preparation sub-module 141, Contract Preparation Evaluation sub-module 142, and Risk Evaluation sub-module 143. Bid Preparation sub-module 141 assists the user in preparing and submitting a bid proposal for the project. Such assistance may include providing background information, answers to frequently asked questions about bid preparation, hints for preparing a more effective bid, forms, and other assistance. Bid Preparation sub-module 141 automatically prepares a bid proposal in a standard form based on information submitted, calculated, and received from other sources. The bid prepared using Bid Preparation sub-module 141 may then be electronically submitted directly to the purchaser, an agent thereof, a bid clearinghouse, government agency, or other bid recipient.

Contract Preparation/Evaluation sub-module 142 assists the user in preparing and/or evaluating a purchase contract or other legal agreement between the parties. Such assistance may include providing information, such as common clauses, their legal effects, and how they may be favorable or unfavorable to the user, common negotiation techniques and pitfalls, form contracts, and other materials. The assistance may also include evaluation of a submitted contract or clauses thereof to provide a critical analysis of their terms and conditions and the impact and liabilities they may create for the user. The assistance provided may use techniques such as manual evaluation provided through computer system 100, automatic protocols for assessing and flagging contract concerns, or searching a database of contract information.

Risk Evaluation sub-module 143 assists the user in evaluating the merits of the transaction and alerting the user to potential concerns and may include cross-over functions with Contract Preparation/Evaluation sub-module 142. The assistance provided may include a credit check or other analysis of the purchaser intended to evaluate the likelihood that the user will get paid, and evaluation of the insurance coverage of various parties and potential exposure or liability for injuries, damages, or disasters arising from project related activities. Technical Assistance module 150 provides assistance for the actual completion of the project. Technical Assistance module 150 includes Regulatory Support sub-module 151, Technical Support sub-module 152, and Education sub-module 153. Regulatory Support sub-module 151 provides guidance, preparation, electronic submission, scheduling and other tasks related to permitting, inspections, licensing, and other interactions with regulatory agencies. Technical Support sub-module 152 provides troubleshooting techniques for building and construction problems, answers technical questions, and provides other informational resources. Education sub-module 153 provides access to online training, local training sessions, continuing education curriculum, how-to guides, and other forms of instruction for the user. At least a portion of the tasks associated with Technical Assistance module 150 may be performed by or coordinated through a local agent. At least a portion of the tasks may also be performed by associated service providers linked to computer system 100, such as via the Internet. Business Assistance module 160 provides assistance for the business activities of the user related to the project and generally. Business Assistance module 160 includes Financing sub-module 161, Marketing sub-module 162, and Education sub-module 163. Financing sub-module 161 provides the user with access to financial service providers, search and comparison modules for locating and accessing financial services, financing bidding systems, and other financial services. Financing sub-module 161 can assist the user with obtaining pre-approval of a loan application, and can automatically or electronically prepare loan applications, and/or establish user credit accounts. Marketing sub-module 162 provides marketing analysis and advice, advertising space, a user registry searchable by prospective buyers, or other similar functions to users to assist them in marketing their services for consideration for future bids. Education sub-module 163 provides access to online training, local training sessions, continuing education curriculum, how-to guides, and other forms of instruction for the user. At least a portion of the tasks associated with Business Assistance module 160 may be performed by or coordinated through a local agent. At least a portion of the tasks may also be performed by associated service providers linked to computer system 100, such as via the Internet. User Interface module 170 provides an interface between the user and the other functional modules of computer system 100. The interface may include a graphical user interface, as is known in the art. For example, the interface may be presented to the user on a terminal in the form of one or more windows with a combination of graphics, text, and animation. The interface may include buttons, scroll bars, fields, drop boxes, toggle boxes, and other functional graphics for user input. The graphical user interface may have associated sound, such as music, action sounds, vocal output, and other sounds. The graphical user interface may be formatted for any existing or future technology, including monitors, LCD, and other displays on personal computers, interactive televisions, notebook computers, personal digital assistants, cellular phones, pagers, Internet appliances, and other devices. The graphical user interface may include a plurality of documents, such as Hypertext Markup Language (HTML) documents, displayed by an application program, such as a browser, and interconnected by pointers, such as hypertext links. The user Interface module 170 may further include oral communications systems, such as an automated telephone system, and a message system, such as a system for generating electronic mail or traditional correspondence. User Interface module 170 may be embodied in a specialized piece of hardware or a device with dedicated function buttons and data input and output structures, such as a specialized scanning device. User Interface module 170 may include any combination of hardware and software for communicating the content of computer system 100 and prompting desired user input.

Figure 2 shows a hardware system for assisting an individual or small business in evaluating and completing a project according to one embodiment of the invention. Specifically, a computer network 200 is shown. Computer network 200 includes a computer system, such as an embodiment of computer system 100 from Figure 1. Computer network 200 is comprised of a plurality of systems connected via Internet 201, including, Central Server(s) system 210, Government Agency system 220, Local Agent system 230, Associated Services system 240, Financial Institution system 250, and User systems 260 and 270. Systems 210, 220, 230, 240, 250, 260, and 270 are comprised of servers, personal computers, local area networks, or other devices such as would be used by one of skill in the art to form a component network. Internet 201 allows data transfer among the various systems using any manner of electronic exchange of information with the responsible entity (such as a central service provider, government agency, local agent, etc.), including direct computer-to-computer data sharing, web site access, file transfer protocol, electronic mail, facsimile, telephone, or other similar electronic exchange methods. Central Server(s) system 210 comprises a web server 211 and a transaction server 212. Web server 211 functions as host of a central service provider's web site. The central service provider's web site comprises a plurality of documents and files linked by hypertext links. Transaction server 212 is connected to web server 211 and provides back end transactional data processing and storage in response to data submitted across the Internet to web server 211. Web server 211 and transaction server 212 may be maintained at the same or different locations and may or may not be operated by the central service provider itself. Any combination of servers, including application servers, transactional servers, data storage and retrieval servers, web servers, and other servers may be part of Central Server(s) system 210. Central Server(s) system 210 may also comprise a local area network or be part of a local area network, and any number of terminal devices, including personal computers and shared hardware of various sorts, such as printers, facsimile machines, and other similar terminal devices.

Government Agency system 220 represents government agencies enabled for electronic communication. Such agencies may include local building departments, housing and urban development authorities, conservation and environmental agencies, and other agencies. Government Agency system 220 may also represent shared resources and organizations that act as compilers or clearinghouses of information on building standards and regulations or other regulations impacting building and land use. In one embodiment, Government Agency system 220 represents one or more local building authorities responsible for permitting and inspection of residential building. Government Agency system 220 may be used to enable electronic submission, processing, and issuance of building permits, design pre-approvals, inspection appointments, or bids on government contracts. Government Agency system 220 may also provide informational resources for aiding users in complying with local building and land use regulations.

Government Agency system 220 may be made available to the user via electronic mail, a web site, or other similar means of electronic communications.

Local Agent system 230 represents local agents of the central service provider enabled for electronic communication. Such local agents may include retailers licensed to provide technical support to DIYs or contractors, local franchisees or licensed builders, or a local employee of the vendor who performs quality control and technical support roles. Local Agent system 130 may be made available to the user via electronic mail, a web site, a pager, facsimile, a wireless communication device (such as a web enabled cellular phone), business-to-business connectivity, or other similar means of electronic communications.

Associated Services system 240 represents electronic businesses, national and international product, labor, and service providers, and local product, labor, and service providers or one or more electronic businesses selling building and finishing equipment and supplies. Associated Services system 240 may also represent local builders, equipment rental and sales companies, suppliers of building and finishing materials, plumbers, painters, surveyors, interior designers and other local businesses to which purchasers may be referred electronically. Associated Services system 240 may be made available to the user via electronic mail, a web site, a pager, facsimile, a wireless communication device (such as a web enabled cellular phone), business-to-business connectivity, or other similar means of electronic communications.

Financial Institution system 250 represents financial institutions, such as banks, credit unions, mortgage companies, and other lenders. Financial Institution system 250 can be used to generate an electronic application for a loan, and submits the application for pre-approval, final approval, and/or funds transfer. Financial Institution system 250 can also be used to conduct an electronic loan search and can perform a comparison of retrieved loan information and can then connect a purchaser with a selected lender. In one embodiment, Financial Institution system 250 may be an electronically enabled preferred lender associated with the central services provider and capable of providing rapid application processing and approval and providing efficient and secure funds transfer. Financial Institution system 250 may be made available to the user via electronic mail, a web site, a pager, facsimile, a wireless communication device (such as a web enabled cellular phone), business-to-business connectivity, or other similar means of electronic communications.

User systems 260 and 270 represent purchasers or potential purchasers, freelance individuals, small contracting companies, and other small businesses with access to an Internet-capable computer system. User systems 260 and 270 may also represent homeowners with access to Internet-capable personal computers at home, at work, at school or at a public cluster (such as at a public library, municipal center, Internet cafe, etc.), or at kiosks, workstations, or personal computers located in a retail store or mall, such as a home or hardware super store. User systems 260 and 270 may also be portions of a local area network. User systems 260 and 270 are comprised of terminal devices, such as personal computers, with audio and video displays and various input devices, such keyboards, mice, scanners, digital cameras, or other input devices. The terminal devices of User systems 260 and 270 may be comprised of an interactive television, Internet appliance, or another specialized hardware device. User systems 260 and 270 can be connected to the Internet or a local area network via a communication device, so that they are able to access and input information via electronic mail, a web site, a pager, facsimile, a wireless communication device (such as a web enabled cellular phone), or other similar means of electronic communication.

Figure 3 shows the steps included in a method 300 for assisting an individual or small business in evaluating and completing a project according to one embodiment of the invention. The method 300 shown may be accomplished using a computer system, such as computer system 100 of Figure 1, that is part of a computer network, such as computer network 200 of Figure 2. Method 300 includes a plurality of steps. The steps included in method 300 are exemplary only and should not be construed as limiting. Further, the order and connections shown between the steps are simply one embodiment. Variations in order and interconnection may be with the spirit and scope of the invention disclosed. In step 310, data may be received from the user or from other parties data systems by a central service provider. The received data includes architectural plans, contracts or portions of contracts, bid proposal information, party information, and other data relevant to a project. The method used for receipt of the data may include any of the methods described above with regard to Figures 1 and 2. For example, in step 310, a user, Bob, uses an Internet-capable computer terminal with a scanning device to access the web site of the central service provider ("CSP"). Through the CSP's web site, Bob is prompted to enter basic information concerning a proposed project to build purchaser Paula's ranch, including information such as the identities of the parties and details concerning the , transaction. Bob is then prompted to use the scanner to scan in images of architectural plans for Paula' s Ranch and submit them through the CSP web site. Bob is also prompted to enter a Universal Resource Locator (URL) to locate and retrieve an online version of the form contract proposed by Paula, as well as to locate and access a web site containing bid proposal guidelines. Electronic versions of the form contract and bid proposal guidelines may be copied to CSP's computer system. CSP's computer system may record the submitted information in a database and assemble it into an electronic document for use in later steps.

In steps 320, 330, and 340, types and amounts of materials, labor, and overhead are estimated based on the data available to the system. The methods used to calculate the estimates may include any of the methods described above with regard to Figures 1 and 2. In steps 320, 330, and 340, CSP's computer system retrieves the plans, material specifications, and other details submitted from Bob and displays them on a terminal in CSP's headquarters. Ellen, an moduleer, uses the retrieved information, her own judgment and expertise, and interactive computer software resident in the computer system to do a take-off of the plans. Based on the take-off, the computer system builds a list of materials, labor, and overhead. The computer system may also prompt Bob for further information, such as design and material choices, that impacts the estimates. If Bob is no longer online, CSP's computer system can use electronic mail or an automated phone system to contact Bob for the further input.

In step 350, market costs for various materials, labor, and services are determined using any of the types of data and methods described above with regard to Figures 1 and 2. For example in step 350, the CSP computer system retrieves information stored in a database relating to the market costs for various materials, labors, and services, including regional variations, compiles the retrieved information and determines the cost.

Additionally, the data retrieved from the database may be supplemented by an online search and comparison of material, labor, and service providers or other indicators to modify the market costs.

In step 360, the market costs and the estimated types and amounts of materials, labor, and services may be compiled to determine a project cost. Using any of the types of data and methods described above with regard to Figures 1 and 2. In step 360, the CSP computer system multiplies the market costs determined in step 350 by the amounts of the materials, labor, and services required for the project (as determined in steps 320, 330, and 340) and then sums the results. Special considerations, such as bulk discounts based on the amounts of materials involved in the project, may also be taken into account by the CSP computer system. A total project time may also be calculated. In step 370, the project costs are formatted and returned to the user. Using any of the types of data and methods described above with regard to Figures 1 and 2. For example, in step 370, an itemized breakdown of the types, amounts, and costs of the materials, labor, and overhead may be presented on CSP web site by the CSP computer system. The presentation may include alternatives and further interactive refinements of the project description to allow Bob to modify the project costs to meet his business objectives. Again, if Bob is no longer online, an electronic mail message, page, or telephone call may notify him of the total costs and direct him to the web site for further details. In steps 380, 381, 382, 383, 384, and 385 further services are offered to the user such as those described above with regard to Figures 1 and 2. Finally, in step 380, a bid for Paula's Ranch is automatically prepared based on the bid specifications provided by Bob, Ellen, and the CSP computer system. In step 381, the results are displayed on the CSP web site and may be framed by targeted advertisements for providers of services that would be helpful to Bob in the completion of the construction of Paula's Ranch. The advertisements may contain links to those providers' web sites. Links to material, labor, and service finder search modules may also be provided. In step 382, a credit check may be run on Paula so that Bob can be warned of any risk in advancing project costs to Paula. In step 383, the submitted contract may be evaluated by the CSP computer system. In step 384, online financing may be offered to cover Bob's advance of costs for the construction of Paula's Ranch. In step 385, instructions for acquiring assistance from local agents for handling technical problems during the project may be made available on the web site.

Through use of the process taught by the present invention, Bob has access to all of the services he needs to bid on and complete the construction of Paula' s Ranch via a single integrated and interactive web site.

As another example of using the process taught in the present invention, imagine do-it-yourselfer Donna wants to build a deck, but has never really done that sort of thing before. Donna may go to CSP's web site and be prompted to describe the deck she wants, how much she is interested in spending, the deck dimensions, and other information. She has drawn a sketch on the drawing pad program that came with her PC and may submit the sketch via the web site. The information may be provided to Sam, a deck specialist at CSP headquarters. Sam may clean up the drawing and use CSP'c computer system to do a breakdown of general material types and amounts based on a variety of design variants embodying the deck specified by Donna. The CSP computer system may then present Donna with the design options and request further information, such as choice of materials (i.e. redwood, pressure treated, vinyl, etc.), for various parts of the deck. After Donna has made her choices, a series of web pages may be displayed on the CSP web site with detailed plans and material lists for Donna's deck, information and forms for the local permits needed, a local contact for technical assistance, and enrollment information for a class on deck building offered through a local hardware superstore. Donna may create a login name and password for accessing these pages and the pages may be updated throughout her project with special offers, further educational opportunities, and other targeted content.

As still another example, suppose Mark runs a small maintenance service business that provides year-around maintenance to several local businesses and rental properties. He hears about a major year-around maintenance contract, including snow removal, landscaping, and building maintenance, being offered by a military base in the region. The base has posted detailed specifications for the project on its web site. Mark may access the CSP web site and be prompted for information about the project (including the URL for a web site having the project specifications), as well as information about the capabilities of bis company and his existing projects. The CSP computer may use the submitted information to calculate an itemized breakdown of the types of labor, tools, and materials estimated per year of the project. The CSP computer may also evaluate the current availability and resources of Mark's company to flag any possible shortfalls. The CSP computer may propose a few contract terms that could be helpful in assuring that Mark is paid for the work as it is performed and may suggest financing options through a preferred CSP lender. After Mark has secured the contract, the CSP computer, via the CSP web site, may assist Mark with material, labor, and cost analysis of individual maintenance tasks and recommend sub-contractors for tasks outside the expertise of Mark's employees. Note that the foregoing examples are for illustrative purposes only in order to provide a clear and concise description of single exemplary applications of the invention. They represents only single applications of a single embodiment of the systems and methods described above. They should not be construed as limiting.

This invention has been described in connection with the preferred embodiments. These embodiments are intended to be illustrative only. It will be readily appreciated by those skilled in the art that modifications may be made to these preferred embodiments without departing from the scope of the invention as defined by the appended claims.

Claims

ClaimsWhat is claimed is:

1. A computer system for providing cost evaluation for a project comprising: a submission module, whereby a plan for a proposed project may be submitted; a cost estimation module, whereby a plan of a proposed project is evaluated and a cost estimate is returned, said cost estimation module comprising: a material estimator; a labor estimator; an overhead estimator; a market evaluator; and a cost estimate compiler; and a user interface module.

2. The computer system of claim 1, further comprising a service finder module.

3. The computer system of claim 1 , further comprising a bid preparation module.

4. The computer system of claim 1 , further comprising a contract preparation/evaluation module.

5. The computer system of claim 1 , further comprising a risk evaluation module.

6. The computer system of claim 1, further comprising a technical assistance module.

7 The computer system of claim 1, further comprising a business assistance module.

8. The computer system of claim 1 , wherein the computer system is accessed over a network and said user interface module presents an interface for a remote user.

9. A system for providing cost evaluation for a project comprising: a computer network comprising: a central server; at least one terminal device remote from and connected to said server; and at least one electronic document for the project transmitted from said terminal device to said server; and a cost estimator module, said cost estimator module determining a cost estimate for the project based at least in part on said electronic document.

10. The system of claim 9, wherein said cost estimator module comprises a material estimator, a labor estimator, and an overhead estimator.

11. The system of claim 9, wherein said cost estimator module comprises a market evaluator.

12. The system of claim 9, wherein said electronic document is an architectural plan for a building project.

13. The system of claim 9, further comprising a user interface module that transmits a plurality of interfaces from said server for display on said at least one terminal device and guiding a user of the terminal device through the process of submitting said at least one electronic document and initiating a cost estimate analysis.

14. The system of claim 9, further comprising: a plurality of additional servers connected to said computer network, said additional servers providing services associated with the project and accessible from said terminal device; and wherein said central server provides selected links to said additional servers.

15. A method of providing cost evaluation for a project comprising the steps of: receiving at least one electronic document for the project transmitted over a computer network; estimating types and amounts of materials required for the project based at least in part on data in the electronic document; estimating types and amounts of labor required for the project based at least in part on data in the electronic document; estimating market value for the estimated types and amounts of materials and labor; estimating a total cost for the project based on the estimated market values; and returning the estimated total cost across the computer network.

16. The method of claim 15, further comprising the step of estimating types and amounts of overhead, estimating market value for those types of overhead, and adding an estimated overhead cost to the estimated total cost for the project.

17. The method of claim 15, further comprising the step of recommending providers of associated services related to the project and providing means for contacting the providers.

18. The method of claim 15, further comprising the step of providing means for preparing a bid based on the estimated total cost.

19. The method of claim 15, further comprising the step of providing means for preparing a contract for the project.

20. The method of claim 15, further comprising the step of providing means for evaluating risks associated with the project.

21. The method of claim 15, further comprising the step of providing technical assistance for the project.

22. The method of claim 15, further comprising the step of providing financing for the project.