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
  • check
    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
  • check
    Learn the key areas to review in specifications and how to determine any potential specification issues
  • check
    Discover when (and when not) to utilize the RFI and RFC processes as a sales strategy
  • check
    Utilize our Scope Matrix template to perform scope takeoffs and to improve scope clarity
  • check
    Implement our third, third, third process to quickly estimate project costs 
  • check
    Learn how to utilize margin and markup as sales tools to beat your competition
  • check
    Utilize our checklists and cheat sheets to perform a full-scale scoping and estimating project using real project documents
  • check
    Discover how to utilize technology to reduce your project costs and simplify your estimates

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 get:

Receive a certificate of completion and your name will be added to the certification database.

​Student Testimonial

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

​-Mike Fowler

Course Benefits

  • Learn at your own pace
  • Fully online
  • Lifetime access to the course
  • check
    Regularly updated course material
  • check
    Live bi-weekly office hours

Course Workbook


Here are some of the most common questions our students ask prior to enrolling in the course.

 When will the class start

How do I access the videos?

Do I have to access the course at set times?

What if I have a question you haven't answered here

© 2012-2018 Building Automation Monthly LLC