Construction CRM
Leads, opportunities, owners, sources and customer accounts for bid-driven construction sales.
Explore construction crmQUOTAPARTNER FOR GENERAL CONTRACTORS
Win the work and carry it into the field without re-entering it.
QuotaPartner connects the construction lifecycle most contractors split across a CRM, estimating spreadsheets, email, scheduling apps and accounting. Records created in one stage carry forward to the next, with their history and approvals.
THE CONNECTED CONTRACTOR LIFECYCLE
One job record, from first lead to financial handoff.
Each stage builds on the one before it. An approved estimate version becomes a bid. An accepted bid becomes a contract. Award creates the project, and mobilization carries the budget baseline, schedule milestones, leadership and crews into delivery.
- 01Lead
- 02Opportunity
- 03Estimate
- 04Bid
- 05Contract
- 06Award
- 07Mobilization
- 08Project
- 09Workforce
- 10Time & field records
- 11Financial readiness & handoff
Illustrative sequence. Availability of each stage is listed below.
WHO IT IS FOR
General contractors that sell, estimate and self-perform.
QuotaPartner fits contractors whose office and field teams work from separate tools. It works best for firms that pursue negotiated or bid work, run their own crews and want the promise made in sales to reach the people doing the work. Pilots start with the workflows you need, not a full migration.
Preconstruction
Versioned estimates, bid strategy, proposals and contract terms that keep their lineage.
Explore preconstructionLead to project
What happens after you win: award, mobilization readiness, project creation and the crew handoff.
Explore lead to projectWorkforce
Employees, crews, qualifications, PTO and schedules checked against the work they support.
Explore workforceWHAT CARRIES FORWARD
Information you enter once, and where it goes next.
| Entered at | Carried into | Why it matters |
|---|---|---|
| Opportunity | Estimate, bid, award | The customer, scope summary, owner and value stay attached to the pursuit. |
| Approved estimate version | Bid, budget baseline, purchasing needs | Costs are frozen at approval. Later revisions create new versions instead of rewriting history. |
| Accepted bid and contract | Award, project, contract value, retainage | The project knows exactly which contract version it came from. |
| Mobilization | Project leadership, crews, equipment, baselines | The project activates only when your readiness checklist is complete. |
| Crew assignments and time | Payroll-ready records, project labor | Corrections keep their history; approved time is ready for your payroll provider. |
WHAT IS AVAILABLE TODAY
Current construction capability, stated plainly.
QuotaPartner is in pilot-stage rollout. The construction pack is an optional add-on. This table shows what is ready for pilot customers and what is still in progress.
| Area | Availability | What that means today |
|---|---|---|
| Leads, opportunities, estimates, bids, contracts | Pilot | Customer-facing lifecycle with approvals, versions and lineage. |
| Award, mobilization and project activation | Pilot | Award creates the project; activation waits for your readiness checklist and approvals. |
| Crews, employee scheduling, time and PTO | Pilot | Scheduling checks availability, qualifications, PTO, conflicts and overtime candidates. |
| Permits, inspections, equipment and documents | Pilot | Records stay with the project, with supporting evidence. |
| RFIs, submittals, change orders, daily reports, punch | Limited | Records and registers exist; dedicated field workflows are still being built. |
| Job cost, progress billing and accounting handoff | Limited | Internal records and billing drafts; accounting delivery depends on your connected provider. |
| Plans & Takeoff | Internal pilot | Being validated in controlled internal pilot use. Not available to customers yet. |
| Project schedule (Gantt, dependencies, look-ahead) | Coming | Milestones and baselines exist today. A dependency-based project schedule does not. |
| Customer, owner and subcontractor portals; e-signature | Coming | Not included today. Delivery and signatures are recorded with evidence. |
GNOVERIS ON THE JOB
Ask what changed, what is blocked and what needs your approval.
Gnoveris is the intelligence layer inside QuotaPartner. It reads the same project, crew and document records your team uses, explains what it found and shows the evidence. For supported actions it prepares the change and waits for an authorized person to approve and perform it.
How Gnoveris works and where it stopsCONTRACTOR EXAMPLE · ILLUSTRATIVE
Before tomorrow’s start
- Check crew coverage
Review availability, qualifications, PTO and schedule conflicts for the assigned crew.
- Close open items
See which mobilization checklist items and documents are still incomplete.
- Approve the next step
Use the normal workflow, or review a supported change Gnoveris prepared.
WHAT QUOTAPARTNER IS NOT REPLACING
Keep the specialist tools that earn their place.
Your accounting system
QuotaPartner prepares job-cost, billing and payroll-ready information. QuickBooks Online read/sync is in pilot. Your ledger stays where it is.
Your payroll provider
Approved time becomes payroll-ready records for handoff. QuotaPartner does not run payroll, move funds or file taxes.
Dedicated CAD, BIM and scheduling tools
Keep the specialist tools your team relies on. QuotaPartner does not replace AutoCAD, Revit or P6-class scheduling.
A full project-management suite, today
Field reporting, RFIs, submittals and project scheduling are not yet complete workflows. We will tell you where they fit your pilot.
CONTRACTOR PILOTS
See how your jobs would move through QuotaPartner.
We will walk through your lead-to-project workflow, show what is ready for your team and be clear about what is not.
Compare plans on the pricing page and review our trust and control commitments. Explore the full QuotaPartner platform.