The Problem

Managing commercial construction bids and active projects across a small to mid size general contracting operation is a mess. Estimates live in spreadsheets, project tracking happens across disconnected tools, and there is no single place to see the full picture from initial bid through to active project management.

The result is time wasted moving information between systems, bids that fall through the cracks, and no real visibility into pipeline value or win rate at any given moment.

What We Built

A unified bid estimating and project management platform covering the full workflow from first bid to active construction:

• Dashboard with real time KPI cards covering active bids, pipeline value, win rate, and revenue alongside a pipeline by stage chart and bid calendar

• Estimates management with full table and kanban views across all bid stages including Draft, Submitted, Under Review, Awarded, and Lost

• Estimate builder with line item cost breakdowns organised by trade division, inline editing, auto calculating totals, and a cost summary with division breakdown charts

• PDF report generation with print ready estimate reports including full division tables, markup, overhead, contingency, and inclusions and exclusions

• Active projects grid with progress tracking, budget comparison between estimated and actual costs, and subcontractor assignments

• Cost database with a master unit cost library by CSI division with labor, material, and combined rate toggles

How It Works

From the dashboard a contractor can see their entire bid pipeline at a glance, drill into any estimate, update line items inline, and generate a print ready PDF report in a single click. Active projects sit alongside the bid pipeline so nothing gets lost in the transition from awarded bid to construction.

The estimate builder organises costs by trade division the same way a real estimator thinks, with automatic totals, markup calculations, and a summary view that breaks down cost by division and separates labor from materials.

The Outcome

A single platform that replaces spreadsheet based estimating and disconnected project tracking with a purpose built tool for a general contractor's workflow. From initial bid through to active project management, everything lives in one place.