What to Expect When Implementing McCormick, and How It’s Different

We get it — switching estimating software is a big deal. There’s a lot riding on getting it right, and if you’ve been through a rough implementation before, having some hesitation makes complete sense.

A week of back-to-back training sessions, a manual to figure out on your own and support that disappears the moment you go live isn’t exactly a confidence builder.

That’s not how McCormick does it. From day one, the goal is clear: make sure you’re comfortable and confident using the software and that the switch is worth it. Here’s what you can expect.

Personalized Implementation

When you start with McCormick, you’re paired with a dedicated implementation specialist who gets to know your business. They take the time to:

• Understand how your team builds estimates
• Learn what your workflow looks like
• Determine what you need the software to do for you

From there, everything is built around your operation — your pricing, your labor rates and your databases — so you’re set up to hit the ground running from day one.

A Paced, Three-Month Onboarding Process

McCormick’s implementation runs approximately three months on average, and that’s by design. Rather than cramming everything in a few exhausting eight-hour sessions and sending you on your way, the process is paced so you have time to learn, practice on real work and come back with real questions. It’s the kind of onboarding process that actually sticks.

Before training begins, McCormick sets clear expectations with a structured overview of each phase, so you know exactly what’s coming. From there, the process walks you through five key areas of the estimating workflow.

Step 1: Creating a Job

Every estimate starts here. Your implementation specialist walks you through how to set up a job in McCormick from scratch, establishing the groundwork everything else is built on.

Step 2: Labels

Labels are how McCormick helps you structure and organize your job. Your specialist shows you how to set these up in a way that reflects how your operation actually works.

Step 3: Takeoff

This is where you learn to add inventory and parts to your estimate. McCormick includes on-screen takeoff training as part of this step, and your specialist tailors it to your trade so the workflow feels natural from day one.

Step 4: Pricing Out the Job

Your specialist walks you through how to price your estimate accurately, including how to customize your databases, set up pricing services and make sure your numbers reflect local market conditions.

Step 5: Bid Summary

The final step covers your overall sell price, labor rates and estimating reports, giving you a complete picture of the bid before it goes out the door. Your specialist takes the time to make sure you understand every line item and feel confident presenting it.

Between sessions, your specialist may assign homework — specific tasks to try on your own and questions to bring back. It’s a deliberate part of the process that accelerates learning and makes each session more productive than the last.

Every session is recorded and available to you afterward, so whether you need a quick refresher or you’re bringing a new estimator up to speed, everything is right there when you need it.

Step-By-Step Reference Materials

Beyond the session recordings, you’ll receive a detailed step-by-step PDF that walks you through McCormick from top to bottom. Think of it as your go-to reference guide and something your whole team can lean on long after the implementation process wraps up.

Ongoing Support from a Responsive Team of Experts

McCormick doesn’t consider implementation complete until you’re genuinely comfortable with the software, and even then, the support doesn’t stop.

When questions come up after you go live, you’re not waiting days for a response. McCormick’s support team responds in 10 minutes or less on average, so you get the answers you need fast, empowering you to bid with confidence.

How McCormick Stacks Up Against the Competition

Many estimating software implementations follow the same playbook: a compressed onboarding window, limited hands-on guidance after you go-live and a support queue measured in days, not minutes. Once the contract is signed, the attention shifts elsewhere.

The difference with McCormick is structural. A three-month paced onboarding, a dedicated specialist who knows your workflow, recorded sessions your whole team can reference and a highly responsive support team. These aren’t add-ons; they’re how every implementation runs.

Most providers measure success by getting you through the process. McCormick measures it by whether you’re actually winning work. For contractors who’ve settled for less before, that difference shows up fast.

A Partner Beyond the Sale

McCormick takes implementation seriously, and that commitment doesn’t stop when onboarding wraps up. From a dedicated specialist who builds the process around your business to a support team that responds in 10 minutes or less, you’re never left figuring things out on your own.

Contractors who’ve made the move say it was smoother than they expected and that the personalized support made all the difference. Talk to a McCormick specialist today to find out for yourself.