Contractors and estimators
How to catch conflicting estimate and proposal totals
A simple check for totals that drift between working files and customer documents.
Name every number you are comparing
Separate subtotal, tax, allowances, alternates, contingency, and final total. Two files may show different numbers because they include different components, not because the arithmetic is wrong.
Check the newest source and the approved source
A newer workbook may contain an unapproved change while the signed proposal still controls. Record both the value and the document status before deciding what should be corrected.
Ask for disagreement, then verify
Ask Sclerite where the estimate and proposal disagree and open both cited sources. Correct the mismatch in the working process; do not rely on an AI answer as a replacement for final pricing review.