Bid package intake
- Today
- An estimator downloads the package, reads it front to back, and copies the bid date, bond, job walk and required forms into a calendar and a checklist.
- With a workflow
- The package is filed to a new bid folder, the key requirements are pulled out with their source pages, and the dates are proposed for the estimating calendar.
A person decidesThe estimator confirms the requirements before anything is scheduled.
Try this in the Lab →Subcontractor quote coverage
- Today
- Quotes arrive by email, and the team checks coverage from memory the afternoon before the bid.
- With a workflow
- Each quote is logged against its scope as it arrives. A day before the bid, any scope without a quote is flagged.
A person decidesWhich subcontractor to carry, and how to cover a gap.
Potential change events
- Today
- An owner’s email asks for additional work. It gets done, and pricing it depends on someone remembering the email.
- With a workflow
- Messages that read like new direction are flagged as potential change events and logged with the correspondence and dates.
A person decidesThe project manager decides whether it is a change and what it is worth.
Delivery tickets and daily reports
- Today
- Superintendents write daily reports, and delivery tickets are photographed and re-keyed in the office.
- With a workflow
- Daily reports come in through a short field form. Delivery tickets are read for supplier, material, quantity and project, and filed to the job.
A person decidesAnything that doesn’t match an order goes to a person.
RFI and submittal follow-up
- Today
- Who owes an answer, and since when, lives in a spreadsheet someone updates by hand.
- With a workflow
- RFIs are routed to the right person, submittals are tracked by reviewer, and overdue items trigger reminders.
A person decidesThe answers, approvals and any schedule decisions.
Insurance certificate tracking
- Today
- An expired certificate is discovered when someone asks for a current one.
- With a workflow
- Certificates are logged with their expiration dates, and the vendor and project manager are reminded before coverage lapses.
A person decidesHow to proceed when a certificate isn’t current.