Estimating and bid management in construction involves receiving project inquiries, gathering specifications, building cost estimates, and tracking client responses. Manual processes create delays, calculation errors, and inconsistent follow-up that hurt win rates and tie up estimators.
Automation captures project details from client communications, builds estimates using standardized rates and rules, generates branded PDFs, and monitors bid status with scheduled follow-ups. The result is faster turnaround, fewer errors, and higher response discipline.
The full workflow, from trigger to completion.
A new project inquiry arrives via email or web form and is detected by the automation platform.
The automation extracts prospect name, project type, location, and scope from the email or form and logs it as a new deal.
An automated email is sent to the client with a standardised spec request form, asking for project details, timeline, and budget range.
Once specs are received, the automation populates a structured estimate template, calculates labour and material costs using predefined rates, and applies overhead and margin rules.
The automation exports the estimate as a branded PDF, attaches it to an email with terms and a response deadline, and sends it to the client.
The automation records the bid with submission date, amount, and expiration date, and schedules automatic follow-up reminders for the estimator.
The automation tracks client responses, sends automated follow-up emails on day 3 and day 7 if no response is received, and updates with the bid status.
When a client accepts, rejects, or requests changes, the automation updates, sends a notification to the team, and logs the outcome for reporting.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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