Preconstruction
Manage your sales pipeline, leads, estimates, proposals, and contracts. Everything you need to move projects from opportunity to signed job.
By Support1 author6 articles
Managing Your Leads PipelineTrack every opportunity from first inquiry to signed contract using customizable stages, filters, automations, and board or list views in your Leads Pipeline.
Capturing Leads Automatically with Embed FormsBuild a custom lead capture form, embed it on your website, and automatically funnel new inquiries into your Leads Pipeline with notifications and webhooks.
Quick Pricing with BallparkGenerate quick, square-footage-based pricing estimates to qualify leads on the spot using project types, complexity ratings, and adjustable cost-per-area settings.
Creating Accurate Estimates That Win JobsBuild detailed, cost-code-based estimates with markup, overhead, profit, tax, templates, CSV imports, revisions, and allowances, then convert them into proposals and budgets.
Turning Estimates into Professional ProposalsCustomize, brand, send, and track client-facing proposals generated from your estimates, with digital signatures, approval workflows, and automatic project conversion.
Getting Competitive Bids from Your SubcontractorsCreate bid packages, send them to multiple subcontractors, collect and compare pricing side-by-side, award bids, and automatically generate subcontracts from the winning bid.