Look
It scans public bid boards, award records, company websites and LinkedIn. New leads drop in.
Up next
0 bids found this sample week
Score
Each lead gets pursue, watch or skip, and a fit score from 0 to 100.
Up next
0 to pursue, 0 to watch, 0 to skip
Log
It finds the right contact and writes the row into your tracking sheet.
Up next
0 new contacts logged this sample week
Reach out
It drafts the first email in your voice, with a link to the capability sheet for that kind of client.
Up next
0 first emails drafted this sample week
Keep warm
It nudges on a schedule, reads the reply, drafts the answer and books the meeting on your calendar.
Up next
0 nudges, 0 replies, 0 meeting booked
Read the plans
The plan set arrives. It indexes every sheet and reads the spec sections for your trades.
Up next
0 sheets indexed, 0 spec sections read
First number
It measures the clean sheets, flags the rest for a person, and drafts a number from similar past estimates.
Up next
Draft number: Not yet
Your estimator signs
A person always signs the number.
Your estimator checks the draft and signs it. No price goes out until a person checks it.
Up next
Signed by a person: Not yet
Before
A person spends the week searching boards, copying contacts into a sheet, chasing replies and counting sheets by hand.
- Search boards
- Copy contacts
- Chase replies
- Count sheets
After
The person talks to the people who answered and checks one draft number.
- Talk to the 2 who answered
- Check 1 draft number
What the animation shows: one sample job, an 84-unit housing fit-out, moves through eight stages in one sample week.
- Look. It scans public bid boards, award records, company websites and LinkedIn. 112 bids found.
- Score. Each lead gets pursue, watch or skip and a fit score. 14 pursue, 31 watch, 67 skip. The housing job scores 86, pursue.
- Log. It finds the contact, Dana Ortiz, and writes row 41 into the tracking sheet. 9 contacts logged.
- Reach out. It drafts the first email in your voice, with a link to the housing capability sheet. 6 first emails drafted.
- Keep warm. 4 nudges, 2 replies read, the answer drafted, and a meeting booked for Thursday at 10:00 AM.
- Read the plans. 212 sheets indexed and 48 spec sections read for your trades.
- First number. Takeoff on 31 clean sheets, 6 sheets flagged for a person, and a draft number of $412,600 from 9 similar past estimates.
- Your estimator signs. No price goes out until a person checks it.
Each stage has a dial button. You approve makes the job wait for your OK. It runs lets the job pass on its own. Stage 8 always waits for a person. If nobody clicks, a waiting stage is approved in the demo after 8 seconds.