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BidBook for Construction

Simplify Bid Management to Close & Track More Projects

Overview

Finally, an app that streamlines the commercial construction business processes of bid coordination, estimation, contractor relationships, operations and finance. View bid status, contract amounts, backlog, project status & invoices from one dashboard.

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See How BidBook for Construction Works

  • Pre-Sales: Manage Bidding and Estimation Auto-Capture Customer & Contractor Bid Invitations. Send & Collect Supplier Bid Invitations. Build Estimates & Merge Proposals, Convert, Track Projects, Collaboration, Email and SMS Workflow. Track Invoices.

  • Operations: Assign Crew Resources & Track Projects Collect Site Reports and Time Card Data. Coordinate Calendars. View Work Console. Text Labor Resources Job Assignments

  • Estimation & Materials Management Maintain Materials and Job Costing Catalogue. Create and use templates. Estimate from Catalogue or Import Takeoff Lists. Purchase Materials & Schedule Deliveries.

  • Popular Add-Ons SMS. Accounting Connectors like QuickBooks, Acumatica, Sage. Google and Salesforce Maps.

Designed for contractors, BidBook® delivers anywhere, anytime cloud access for users to manage the lifecycle of a construction project by sales, estimation, operations, and financial users. Built natively on the Salesforce Lightning Platform, BidBook brings an out of the box streamlined process for managing your construction business combined. With the ability to (1) connect with other value-added application and (2) the ability to tailor the application for what-makes-you-unique, you can have peace of mind the application will grow with your business. Automation processes include: Bid Capture, Estimation, Collaboration, Proposal Automation, Project Tracking, Contractor Relationships

Categories

Business Needs
Sales
Contract Management
Project Management
Industries
Engineering, Construction, & Real Estate
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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