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§ Sheet 03 / 06 · For Commercial Builders + Installers

COMMERCIAL
WORK.

GCs, commercial solar, EV charger installs, HVAC retrofits, and recurring service partners. Tenant fit-outs, ground-ups, RFIs and submittal logs — heavy-duty bid management with sub portal at the center.
§ Pain points

WE KNOW WHAT HURTS.

Spreadsheet bid leveling

Apples-to-oranges sub bids buried in 12 tabs. Our portal does parallel leveling automatically.

COI tracking is manual

Lapsed certificates kill projects. Compliance dashboard surfaces expiry 30 days out.

Cost drift on long bids

90-day open bids go stale. Saved cost assumptions stay visible so the estimator knows what needs a refresh.

Procore contract creep

Pay for sub portal but drowning in irrelevant features. We do less, better.

§ Killer features

HOW WE FIX IT.

Sub bid portal

Invite trades to a gated comparison. Lock scope. Award in one click.

COI / W9 tracker

Per-vendor, per-job. Block pay-apps until docs are current.

Invoice workflow

Track deposits, draws, invoices, and client payment status in one place.

§ Built on

THE CORE. DEEP-DIVES.

Sub Bid Portal

Invite, level, lock. No spreadsheets. Apples-to-apples bids.

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Schedule (Gantt)

Drag-and-drop schedule with client sharing and slip alerts.

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Cost Workspace

Saved material and labor assumptions for long bids.

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Estimate Review

PM gates the bid before it leaves the office.

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“The sub-bid portal is the feature that paid for the year. Levelling apples-to-apples on the same scope rows beats a spreadsheet every time.”
C
Commercial GC · beta tester
Sun Belt region
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