Increase your ability to Scope & Estimate BAS Systems

Learn estimating and scoping strategies that help win you jobs



This course is targeted towards salespersons, estimators, designers, consulting engineers, and project managers who have at least 6 months of experience with BAS systems or have been through our BAS Fundamentals course.

Pre-Requisite Knowledge:

Fundamental awareness of the parts and pieces of BAS. 


  • Review and perform takeoff's utilizing project documents
  • Utilize hand's on exercises to create project scopes and estimates
  • Identify project risks and demonstrate the ability to implement pricing strategies to provide a competitive estimate

Key Topics:

This course will teach you how to review project documents in order to create scopes and estimates for your building automation projects. This course will also focus on sales strategies that can be used to increase the competitiveness of your estimates

  • Understand what BAS components are and when to use each one
  • Familiarize yourself with electrical concepts to effectively price subcontracted labor
  • Discuss the construction process and understand the different phases of a construction documentation
  • Perform takeoff's and scope evaluations using real-world project documents and scoping checklists
  • Learn the key areas to review in specifications and how to determine any potential specification issues
  • Discover when (and when not) to utilize the RFI and RFC processes as a sales strategy
  • Utilize our Scope Matrix template to perform scope takeoffs and to improve scope clarity
  • Implement our third, third, third process to quickly estimate project costs
  • Learn how to utilize margin and markup as sales tools to beat your competition
  • Utilize our checklists and cheat sheets to perform a full-scale scoping and estimating project using real project documents
  • Discover how to utilize technology to reduce your project costs and simplify your estimates

Succesful Completion:

Successful completion will require:

Completion of all video lessons and successfully passing the course final exam with a score of 90% or greater. Upon successful completion you will receive a certificate of completion with your name and you will be added into the BAM database. 


When will the class start?

The class is online and self-paced. As soon as you enroll you will have life long access.

How do I access the videos?

All of our videos are available on our course website which is supported by the best-in-class online training platform Thinkific. You will be able to watch the course videos online or download the course videos/audio to consume the content offline.

What parts do I need for the course?

This course is designed so that you can use your own controllers and components. In the course we utilize a JACE-8000 + IO and EasyIO FS-32.

Do I have access to the course at set times?

No, as soon as the course opens you will have full access to all of the modules. There will be a series of e-mails we send out with suggested timelines but if you want to consume the entire course over a couple of days you are more than welcome to do so.

Student Testimonials:

For understanding BAS estimating and scoping this is a one-stop shop. The instructor was clear and kept the matter interesting.

by Brock Schupp