Bid with context
Use catalog data, customer pricing, measurements, photos, and notes while building the scope.
For estimators and project managers
Turn field context into a bid, then carry it into the work
Move from customer and job-site information to structured bids, proposal delivery, schedules, assignments, execution, and quality control without rebuilding the job story.
Keep the scope usable after it is sold
Use the same connected records to build the estimate, present it professionally, and plan the project work that follows.
Deliver proposals
Work with revisions, document variants, signatures, and acceptance records.
Hand off to execution
Carry the accepted scope into project, schedule, assignment, and quality-control workflows.
Next in the lifecycle
Explore the connected work around this role.
Follow the job record across estimating, field execution, financial context, and role-aware access instead of treating one role’s workflow as an isolated system.