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Workflow Automation · Pipeline

Automated Bidding & Estimating Pipeline

  • Wins more work
  • Saves money
  • Cuts errors
  • Saves time
Discuss this build
Request InJob details or takeoff entered
PricedCosts and margins applied to build the estimate
Bid SentBranded proposal delivered to the client
DecisionClient accepts or declines online
AwardedWon bid moves into scheduling

What it does

Automated Bidding & Estimating Pipeline

A pipeline that turns a job request into a priced, professional bid using your own costs and margins. It standardizes how you estimate so every bid is fast, accurate, and consistent.

Where it fits

The pipeline, stage by stage

Request InJob details or takeoff entered
PricedCosts and margins applied to build the estimate
Bid SentBranded proposal delivered to the client
DecisionClient accepts or declines online
AwardedWon bid moves into scheduling
  1. A job request or takeoff is entered into the system
  2. The bid builder pulls your costs, labor rates, and markup to draft an estimate
  3. You review and adjust the numbers, then generate a branded proposal
  4. The bid is sent for the client to review and approve online
  5. Won and lost bids are tracked so you can see your true win rate

What a build includes

In scope

a cost and materials library with your real numbersa bid builder that assembles line items automaticallyyour standard markup and margin rulesbranded proposal templatese-approval so clients accept onlinea tracker for every bid and its outcome

What has to be decided

Before the quote

Your cost library, labor rates, markup rules, and proposal design are all built around your trade. Optional automatic bidding can generate first-draft numbers for standard job types.

More in Workflow Automation

Workflow AutomationPipeline
Lead-to-Quote Pipeline

Turn every new inquiry into a signed agreement and a sent quote, automatically.

Workflow AutomationPipeline
Client Onboarding Pipeline

Give every new client a smooth, professional start without the back-and-forth.

Workflow AutomationPipeline
Dispatch & Scheduling Pipeline

Get the right crew to the right job at the right time, every day.

All 15 in Workflow Automation · Example systems

Want Automated Bidding & Estimating Pipeline for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

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