Preconstruction
Manage your sales pipeline, leads, estimates, proposals, and contracts. Everything you need to move projects from opportunity to signed job.
By Support1 author9 articles
- Manage 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.
- TakeoffUpload your drawings, set the scale, measure lengths, areas, counts, angles, and curves, then send the quantities directly into a draft estimate.
- ProposalsCovers building proposals from estimates: multiple templates, reorderable and custom sections, pricing display options, scheduled sending and reminders, status tracking, and client approve, decline, and edit-request flows.
- Bid PackagesCovers 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 FormsCovers 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.
- Create an EstimateCovers 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.
- Create and Send 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 BallparkCovers setting up Ballpark Settings, configuring project types and cost groups, creating ballparks, rating complexity, and using ballpark pricing to qualify leads faster.
- Manage Your Leads PipelineCovers navigating the Leads Pipeline, creating and managing leads, customizing stages, using automations, filtering views, and converting leads to active projects.