Pipeline Value by Stage
Stage Distribution
⚠️ Due This Week
💰 Top Deals
📝 Field Forms
Punch List · Inspection · Accident Report · RFI · Submittal · Material RFQ · ACH Form
💵 Sub Contractor Payroll
Hourly payroll with paystub issuance · Payment log · Sub contractor pay history
📖 Building Codes
Chicago Building Code · IBC · Fire Code · ADA — searchable quick reference
💼 Deals
| Project | Client | Scope | Bid Value | Stage | Priority | Valid Until | Contact | Actions |
|---|---|---|---|---|---|---|---|---|
📅 Follow-Up Tracker
Track every touch · Never miss a follow-up
🗂️ Kanban Board
👥 All Contacts
📁 Documents
Files stored in your browser via IndexedDB — no size limit
Uploading…
📎
Click or drag files to upload
Bid proposals, drawings, estimates, contracts — PDF, DOCX, XLSX, images, DWG — any size
✉️ Email Composer
📧
Email App Opened — Action Required
⌨️
Windows: Press Ctrl + V Mac: Press ⌘ Cmd + V to paste the message body into your email.
📋 Templates
📁 Job Quick-Fill
📬 Sent Log
💾 Saved Drafts
✅ Tasks
📅 Calendar
Upcoming Events
Legend
📜 Construction Contracts
Full legal templates — Cook County, Illinois
📋
Subcontract Agreement
Full AIA-style sub agreement
⚖️
Lien Waiver — Partial
Conditional partial, Cook Co. IL
✅
Lien Waiver — Final
Conditional/unconditional final
📬
Preliminary Notice
Illinois prelim lien notice
⚠️
Mechanic's Lien
Illinois 770 ILCS 60/ — recordable
🔒
NDA / Confidentiality
Mutual non-disclosure
🔄
Change Order
Scope & cost modification
💼
Consulting Agreement
Construction consulting services
👷
Field Superintendent
On-site superintendent agreement
🏗️
Project Management
Construction PM agreement
🏢
Owner's Representative
Owner's rep services agreement
🔍
Constructability Assessment
Property rehab cost analysis
📊
Feasibility Assessment
Pre-construction 5-domain study
🏢
Property Condition Assessment
ASTM E2018 walk-through + OPC
Saved Contracts
| Type | Party | Project | Amount | Date | Actions |
|---|
📊 Reports
🔧 Custom Report Builder
📊
Select a report type above and click Run.💰 ROI & Profitability Calculator
📥 Cost Inputs
Saved Scenarios
📊 ANALYSIS RESULTS
Contract Value
$0
Total Cost
$0
Gross Profit
$0
Profit Margin
0%
Overhead
$0
Contingency
$0
Monthly Revenue
$0
Rec. Bid Price
$0
Cost Breakdown
Revenue vs Cost
Profit Margin Gauge
0%
Monthly Cash Flow
🔥 Burn Rate & Cash Flow
📥 Project Parameters
Budget Consumed vs Remaining
Monthly Burn vs Plan
Cumulative Cash Flow: Billed vs Collected vs Cost
📸 Monthly Snapshots
| Date | Job | Spent | Budget | % Used | Burn/Mo | Est. Completion | Status |
|---|
🏗️ GC/Sub Relationship Management
Pre-Qual · Go/No-Go · Bid Builder · Sub Leveling · Awards · Win/Loss
🎯 Bid Qualification Inputs
⚡ Capacity Check
60%
⚠️ Risk Factors
✅ Strategic Fit
Scoring Breakdown
Recommendation Notes
📋 Saved Go/No-Go Decisions
| Project | Client | Bid Value | Margin | Score | Decision | Date |
|---|
📝 Bid Response Setup
💲 Pricing Tiers
3%
15%
📚 Q&A Library
Executive Summary
Detailed Scope of Work
Cost Breakdown
Total Bid Amount:
$0
Project Timeline
✍️ Digital Signature Block
Draw your signature above with mouse or touchscreen
📨 Create RFQ / Bid Invitation
👷 Select Subcontractors to Invite
0 selected ·
+ Add more subs
📋 Required Bid Form Items
Subs must include these in their response:
📁 Saved RFQs & Solicitations
| Project | Trade | Subs Invited | Bid Due | Responses | Created |
|---|
Track awarded subcontracts and post-award follow-up
Win Rate by Scope
Win/Loss Trend (Monthly)
Loss Reason Analysis
📝 Add Audit Entry
Audit History
| Project | Value | Outcome | Reason | Competitor | Their Price | Variance | Notes |
|---|
🧮 Estimating
Build estimates · Upload bids for AI analysis · Export to professional PDF
👤 Client / Bill To
📍 Project Details
📋 Line Items
| # | DESCRIPTION | QTY | UNIT | UNIT PRICE | TOTAL |
|---|
📜 Terms & Conditions
✍️ Authorization & Signature
Draw your signature above
💲 Pricing
8%
10%
5%
0%
0%
Add line items to see totals
📄 Upload Bid Document
📤
Drop file or click to upload
PDF, JPG, PNG — bid invitations, RFQs, plans, specs
AI will extract:
✅ Project name, client, address, bid due date✅ Full scope of work
✅ Quantities & line items
✅ Labor & material breakdowns
✅ Special requirements & risk flags
✅ Suggested terms & conditions
🤖
Upload a bid document to get started
AI reads the document and builds a complete estimate with line items, client info, scope of work, and pricing — ready to import into your estimate sheet.
📐 Blueprint / Plan Takeoff
Upload blueprints, floor plans, or spec sheets. AI reads dimensions, counts materials, and builds a complete line-item takeoff ready to import into your estimate.
📐
Drop blueprints or click to upload
PDF, JPG, PNG — floor plans, elevations, site plans, specs
AI reads & counts:
✅ Room dimensions & square footage✅ Linear feet of pipe, duct, conduit
✅ Door, window & fixture counts
✅ Structural member quantities
✅ Wall lengths & ceiling heights
✅ Material quantities with waste factor
✅ Chicago prevailing wage labor hours
✅ Equipment & subcontractor needs
📐
Upload a blueprint to get started
AI will scan your drawings, read all dimensions and notes, count materials, and generate a complete CSI-division takeoff with quantities and Chicago-area pricing — ready to import into your estimate with one click.
➕ Add My Own Prices
Enter your verified supplier quotes, sub rates, or Home Depot prices. Saved permanently to your catalog.
🤖 AI Price Lookup
Type any material or labor item — AI returns Chicago-area pricing instantly.
Import prices from:
📦 Cost Catalog — Chicago Area 2025–2026 (RS Means Basis)
Click + Add to insert into active estimate
| CSI # | Division | Description | Unit | Material | Labor | Total Range | Source | |
|---|---|---|---|---|---|---|---|---|
|
📦
Loading catalog...
| ||||||||
💡 Adding your own prices: Click "+ Add My Own Cost Item" above to enter any verified price — supplier quotes, sub rates, Home Depot prices, your shop rates. These save permanently to your catalog and are marked with ⭐. |
RS Means: gordian.com/rsmeans (~$1,500/yr, export CSV → import here) |
Craftsman: craftsman-book.com (~$99/yr, enter manually or CSV) |
Home Depot Pro Xtra: No API — look up prices there, add here manually.
🚪 BID Room Management
Create bid packages · Manage sub access codes · Review submissions & RFIs
| Company | Package | Bid Amount | Schedule | Bond | Submitted | Status |
|---|
| Company | Trade | Access Code | Status | Created | Portal Link |
|---|
| Time | Company | Action | Detail |
|---|
🏗️ Projects
Active jobs · Client info · Team · Scope · Schedule · Progress
No projects yet. Click + New Project.
⏱️ Time Log
Track hours · Link to projects & tasks · Billable time
⏱️ Active Timer
Select project or task to start
00:00:00
📊 Today's Hours
No time logged today
📋 Full Time Log
| Date | Project / Task | Notes | Hours | Billable | Actions |
|---|---|---|---|---|---|
| No entries yet | |||||
📝 Activity Log
Per-job · Weather · Actions · Upload files & photos · Printable
No activity logged yet.
📄 Invoices
Convert estimates · Partial invoicing · Track payments
| Invoice # ↕ | Project | Client | Amount ↕ | Paid | Balance | Status | Due ↕ | |
|---|---|---|---|---|---|---|---|---|
| No invoices yet | ||||||||
📋 Work Orders
Assign number · Subcontractor info · Trigger subcontract agreement
No work orders yet.
📑 G702 / G703 — AIA Pay Apps
Application for Payment · Continuation Sheet · Pulls from Projects
| Pay App # | Project | Period | Contract Value | This Period | % Complete | Retainage | Balance | Status | |
|---|---|---|---|---|---|---|---|---|---|
| No pay applications yet | |||||||||
💰 Certified Payroll
Davis-Bacon · DOL WH-347 · Pulls from Projects · Editable · Deletable
| Report # | Project | Week Ending | Workers | Total Wages | Compliance | Status | |
|---|---|---|---|---|---|---|---|
| No payroll reports yet | |||||||
📣 Email Campaigns
Prospecting · Follow-Up · Proposals · Renewal · Win-Back
🏢 Book a Tour
Schedule office & shop tours · Track visitors
🏢 Office Tours — 70 E. 63rd St, Chicago
No office tours scheduled
🔧 Shop / Fabrication Tours
No shop tours scheduled
🌤️ Field Activity Report
No field reports yet.
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