Preconstruction
Manage your sales pipeline, leads, estimates, proposals, and contracts. Everything you need to move projects from opportunity to signed job.
By Support1 author7 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.
Takeoff – Measure Drawings and Push Quantities Straight to Your EstimateUpload your drawings, set the scale, measure lengths, areas, counts, angles, and curves, then send the quantities directly into a draft estimate.
Getting Competitive Bids from Your Subcontractors - Run a Faster, More Organized Bidding ProcessCovers creating bid packages from scratch or template, adding cost codes, uploading documents, inviting vendors, reviewing submitted bids, awarding the winning bid, and converting to a subcontract or estimate.
Intake and Embed Forms - Capturing and Qualifying Your LeadsCovers the public-facing Embed Form for capturing website leads automatically and the internal Intake Form for qualifying leads during the first call, including setup, customization, and locking.
Creating Accurate Estimates That Win JobsCovers building line-item estimates with cost codes, groups, markup, overhead, profit, tax, allowances, revisions, CSV imports, templates, and converting approved estimates into proposals and budgets.
Turning Estimates into Professional Proposals – Close More Work with Branded, Client-Ready ProposalsUse Proposals to customize, brand, and send client-facing pricing documents directly from your estimates, collect electronic signatures, and automatically convert approved work into active projects.
Quick Pricing with Ballpark - Generate Fast Square-Footage-Based Estimates to Qualify LeadsCovers setting up Ballpark Settings, configuring project types and cost groups, creating ballparks, rating complexity, and using ballpark pricing to qualify leads faster.