Project estimation and bid preparation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   RFP Document Received

   New request for proposal or project specification document is uploaded to the system. AI extracts key project details, scope, and requirements from the document.

   Procore
2. 2

   Action

   Generate Quantity Takeoffs

   System analyzes blueprints and specifications to automatically calculate material quantities, labor hours, and equipment needs. Creates detailed takeoff lists for each trade.

   PlanGridSage 300
3. 3

   Action

   Calculate Labor and Material Costs

   Pulls current pricing data from suppliers and calculates labor costs based on union rates and project location. Applies historical cost data and market adjustments.

   Sage 300Foundation Software
4. 4

   Decision

   Check Project Complexity

   Evaluates if project requires specialized subcontractors or has high-risk elements. Routes simple projects for automated completion or complex projects for manual review.

   Procore
5. 5

   Action

   Request Subcontractor Quotes

   For complex projects, automatically sends RFQs to qualified subcontractors based on trade requirements and past performance. Tracks quote responses and deadlines.

   ProcoreFoundation Software
6. 6

   Action

   Compile Final Bid Package

   Aggregates all cost data, applies profit margins and contingencies, and generates professional bid documents. Includes project timeline and milestone schedules.

   ProcoreFoundation Software
7. 7

   Output

   Submit Completed Bid

   Delivers final bid package with detailed cost breakdown, project schedule, and terms. Stores bid data for post-award project setup and historical analysis.

   Procore

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