Anonymized client case study
Bid management automation for a commercial facade subcontractor
Northeast US
The team needed one structured workflow that could centralize invites, qualify jobs earlier, organize drawings automatically, surface revisions before bid day, and keep proposals from disappearing after submission without changing how estimators actually worked.
Core pain
- - Bid invites were spread across email, BuildingConnected, and Procore with no single intake layer.
- - GC relationship context and location fit were not built into the first-pass review process.
- - Addendums and supporting files were getting buried in inboxes and inconsistent folders.
What was built
- - Centralized intake for email, BuildingConnected, and Procore invites
- - Qualification rules using GC history, geography, and fit signals
- - Bid / no-bid response handling for faster GC communication
- - Google Sheets logging for live bid tracking and status visibility
Outcome
- - Manual bid admin dropped sharply because the estimator no longer had to triage every invite by hand.
- - Document handling became more consistent because files were organized into one repeatable Drive structure.
- - The team gained clearer visibility into what was being pursued, what had changed, and what deserved attention first.
- - Submitted proposals stayed active longer because follow-up happened systematically instead of inconsistently.
- - Win / loss visibility improved because reasons were captured instead of disappearing into email threads.