Preconstruction
Manage your sales pipeline, leads, estimates, proposals, and contracts. Everything you need to move projects from opportunity to signed job.
By Support1 author8 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.
- Managing Your Leads Pipeline - Track Every Opportunity from Inquiry to Signed ContractCovers navigating the Leads Pipeline, creating and managing leads, customizing stages, using automations, filtering views, and converting leads to active projects.