Finding new sales opportunities is a fundamental component of any business. In construction, constant bidding is necessary to win new contracts. Construction companies request quotes from subcontractors. Normally, the lowest priced bid, plus the most responsible company, is awarded the commercial construction contract. Correctly identifying the easiest-to-win opportunities near your company, and collaborating with reputable companies, is ideal for making your company the most efficient and productive.
Project Board is critical for many types of businesses, especially:
Project Board can provide these businesses with a clear picture of bidding and active construction projects in North America.
As businesses scale and the need to keep your crew busy increases, the process of searching for project bidding opportunities can quickly become complicated. For subcontracting businesses that need to bid on projects, collaborate with general contractors, and avoid wasting time, Project Board can be particularly valuable. This is because all these categories are automated or provided through your Project Board service.
Construction operations exist within a competitive bidding environment where projects are made available through Invitation to Bid requests. Occasionally, public bid openings take place. Certain general contractors may require businesses to meet qualification criteria before entering into initial contracts.
The dates listed on the project cards—Last Visit, Last Contact, Estimate, and Proposal—appear in this specific order to provide a chronological view of key touchpoints and milestones related to the project’s progress. Here’s the purpose of each date and why they are ordered this way:
Last Visit: This is the most recent date when you physically visited the client or project site. It’s listed first to emphasize any recent on-site engagement, which is often critical for maintaining active relationships and understanding the project’s current status.
Last Contact: This records the last time you had any form of communication with the client (phone, email, etc.). It follows the Last Visit because after a physical visit, staying in contact is important to ensure progress or address any follow-up needs.
Estimate: This date marks when you saved or created an estimate for the project. It is the first formal step in bidding, so it comes after the engagement dates. The estimate date helps track when your bidding efforts began.
Proposal: This is the date when a formal proposal was saved, representing a crucial point in the sales process. It follows the estimate because it reflects the final bid submission after the estimate and discussion with the client.
The order—Last Visit, Last Contact, Estimate, and Proposal—reflects the typical sequence of actions in managing a project:
This logical progression allows users to quickly see their latest engagement, followed by the status of their bid submission process, helping them prioritize and manage follow-ups effectively.
1. Displays Active and Historical Building Projects: It provides a comprehensive view of both ongoing and completed building construction projects across North America.
2. Enables Mass Emailing to Decision Makers: The tool allows you to send bulk emails to key decision-makers directly from the map page, using customizable templates.
3. Search Saving for Target Market Analysis: You have the capability to save specific searches, enabling easy revisiting and analysis of your target markets.
4. Access to Detailed Project Information: You can delve into detailed information about each project, including contacts, key dates, client details, and more.
5. Commenting and Note-Taking Feature: The tool offers a feature to make comments or notes on individual projects, which can be used to track your activities or record important observations.
Popular Topics