Skip to main content

McCormick Estimating Software

by McCormick Systems

Last updated Mar 29, 2026 · 2 revisions

Comprehensive MEP estimating platform combining digital takeoff and integrated pricing for electrical, plumbing, and mechanical contractors.

Media

About This Product

McCormick delivers comprehensive solutions for electrical, plumbing, and mechanical contractors with capabilities spanning digital takeoff, material procurement, labor scheduling, and subcontractor management. Design Estimating Pro (DEP) is their built-in takeoff tool. Unified workflow allows estimators to measure on screen and flow quantities directly into priced estimates. Used by large commercial contracting firms.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Shares data with third parties

"We do not use, sell, rent, or otherwise disclose Collected Information except as stated in this Privacy Notice and as required or permitted by applicable law."
Confidence: medium Source

Primary policy document: https://mccormicksys.com/privacy

FSH Score Breakdown

Ease of Use
5.5
Features
8.0
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Features

83 features confirmed across 15categories· Showing confirmed capabilities only

Estimating & Quoting22features

Change OrdersChange order sharing between systemsIntelligent AssembliesIntelligent AssembliesBuilt-in Database of Price Estimates for HVAC Components and ServicesPricing Service IntegrationReal-time supplier pricing integrationAssembly BuilderVisual AssembliesMaster Catalog with 150,000+ Itemstrade-specific databasesOverride Labor And Material Values During TakeoffTrade-Specific Labor Units60,000+ Items Database
Show 14 more
Automated Estimating and Proposal ProcessesConstruction Data LibraryDigital TakeoffOnscreen takeoff is specifically mentioned as being available with the Pro version.Overlay And Compare Drawings65,000+ Intelligent Electrical SymbolsCustom and industry-standard design symbolsDynamic Material Cost Updates and Revised PricingReal-time material cost updates from preferred suppliersUSA And Canada Locality SupportSupport for USA and Canada databasesDigital Plan Integrationdigital plan integration3D Building and Infrastructure DesignCreate and Store All Design Plans ElectronicallyCustomizable Job TemplatesIdentify and Respond to Unexpected Problems or Failures (Negative Events)Labor Units DatabaseLabor unit calculationsBlock And Style Librariescustom and industry-standard symbols

Platform & Customization12features

Custom FieldsTrade-specific labor units (NECA, PHCC, MCAA)Approval ManagementCapture and approve RFCs on-siteCustom TemplatesReusable TemplatesPasscode ManagementAccess the app with a 4 or 9-digit pin — no password neededThird-Party IntegrationDesign CollaborationMulti-User Collaboration24/7 AccessCloud-based accessBrowser ExtensionsEdit extensions
Show 4 more
Automatic Monthly Data BackupCentralized Data and DocumentsRole-Based Access ControlPIN-based app accessTeam CollaborationMulti-user collaboration

Reporting & Analytics9features

ReportingAutomated counting and measurementsAnalyticsReporting/AnalyticsGross Margin AnalysisProfit margin analysis reportingHistorical Data AccessHistorical job data storage for bid referenceDuct and Pipe Pressure Loss ReportsPipe sizing, pressure loss, and flow rate calculationsAI Driven Forecasting and Cost to Complete ReportingCreate and Send ReportsDesign Your Own Reports
Show 1 more
Data WarehousingAutomatic Backups

Technician Management7features

Inspection ManagementAutomatic audits to ensure that your safety datasheets are accurate and currentOnboardingElectronic onboarding dashboardSubcontractor ManagementSubcontractor managementTime TrackingMultiple cities/states, rates and trades on a single timecardTraining CoursesChecklistsEquipment RequirementsBenefits AdministrationEmployee information and benefits viewing

Accounting Integration7features

Job CostingFully integrated job costing and general ledgerAccounting IntegrationProject and budget info sync to accountingAI Bill ScanningDigitalize receipts for fast reconciliationsAutomated PayrollMulti-state payroll processingCorporate Card ManagementManage company expenses with corporate credit cardsBudgetingFinancial ManagementBurden Rate And Margin CalculationProfit margin analysis reporting

Scheduling & Dispatch6features

SchedulingCustomizable crew, equipment, and material schedulingWork OrdersUnlimited Job StorageProject ManagementJob breakout capabilitiesJob Record KeepingUnlimited Job StorageAvailability PlanningEmail & Calendar SyncReal-Time Collaboration

Inventory Management6features

Inventory ManagementDetailed material databasesPurchase OrdersVendor Quote to request pricing from vendors via a secure portalImport Parts Pricing UpdatesSupplier Catalog IntegrationSupplier price comparisonsPurchase Order and ProcurementMaterial procurementParts Database

Equipment & Asset Management3features

Equipment TrackingUnlimited Job StorageAlertsReceive automated alerts to prevent overrunsRemote MonitoringMonitor jobs

Compliance & Safety3features

Airflow CalculationsFlow rate calculationPipe DesignPipe sizing calculationManual J CalculationsBuilt-in Formulas

Invoicing & Payments2features

InvoicingAIA, progress, and Time & Material billingAutomated Profit Margins for Labor, Parts and Other ItemsAutomated markup calculations for profit margin optimization

Customer Communication2features

Client PortalCloud-based collaborationCustomer SupportUS-Based Support

Fleet & GPS Management1feature

GeofencingGeofencing and GPS location stamps

Mobile & Field Tools1feature

Digital Measurement

AI & Automation1feature

Automation RulesSmart Labor® technology to auto-calculate production changes using preset values

Training & Education1feature

CEU / Continuing Education CreditsContinuing education and training

Integrations 3 across 2 categories

Accounting 2
Foundation
Foundation Software
Industry-Specific 1
NECA

Pricing

Model
Quote Only
Starting at
Contact for pricing

Related Products 2 across 1 category

Alternatives & Competitors

STACK Takeoff & Estimating Evidence-backed Good
STACK Construction Technologies Good match
Why these are related — sources 2
  • softwareconnect.com

    “McCormick Estimating software includes a flexible labor costing and tracking system for electrical contractors. STACK simplifies the bid process for electrical contractors through its detailed proposals module.”

  • gartner

    “STACK: Easy-to-use, cloud-based takeoff and estimating software for construction contractors. (listed on Capterra's McCormick Electrical Estimating alternatives page)”

PataBid Quantify Evidence-backed Good
PataBid Good match
Why these are related — sources 2
  • softwareconnect.com

    “McCormick Estimating ... for electrical contractors. PataBid Quantify's multi-document takeoff workflow allows schedules and spreadsheets to live directly alongside drawings.”

  • gartner

    “PataBid Quantify: AI-powered electrical and plumbing estimating software that helps contractors bid faster. (listed on Capterra's McCormick Electrical Estimating alternatives page)”