Roles

Estimator

a construction professional who reviews plans and specifications, performs takeoffs and prices projects so the company can bid on new work

Get demo Every workflow for this role

Your job, minus the screen work

You find work, decide what is worth chasing and build the number. Before any of that, someone has to sort invitations, log leads and copy due dates, and that someone is usually you.

Where your week goes

  1. Sorting invitations, many of them the same project from different GCs
  2. Creating CRM records when there is time
  3. Copying due dates into a calendar and missing a time zone
  4. Searching old emails to see if you ever won with this owner
  5. Downloading and renaming plans before takeoff can start
  6. Never quite getting results back into the CRM

What an agent takes over

Inbox

  1. Lead intake Leads from inboxes, plan rooms and notices land in the CRM once, deduplicated and owned.
  2. Bid results Outcomes and winning numbers are captured into the CRM as they arrive.

Agent

  1. Qualification Each lead gets a fit score with reasons from your win history and rules.

CRM

  1. Bid invitations Invites are matched to projects, dated, calendared and flagged when capacity is tight.

What stays with you

  • Takeoff judgment on drawings that are ambiguous or wrong

  • Labor productivity, pricing risk and exclusions

  • Value engineering ideas that win the job

  • The final number and the relationships behind it

Apps you already juggle

Estimating software, Bluebeam, CRM, bid portals, Procore or Autodesk Construction Cloud, Outlook, Excel, SharePoint.

  • Estimating software
  • Bluebeam
  • CRM
  • bid portals
  • Procore
  • Autodesk Construction Cloud
  • Outlook
  • Excel
  • SharePoint

A week, before and after

Before

  • Sort invites by hand.
  • Enter CRM records if time allows.
  • Miss a time-zone deadline.
  • Nobody updates results on Friday.

After

  • Invites filed and calendared each morning.
  • Leads scored with reasons.
  • Takeoff starts from filed sets.
  • Results land in the CRM as they come.

See every workflow for your role

See the full bid life cycle an agent can support, from intake to cost database updates.

Estimator workflow catalog 34 construction

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