Scope and pricing
The awarded project links back to the exact contract version, accepted bid and approved estimate version.
SALES-TO-OPERATIONS HANDOFF
The job is won. Now nothing should get lost.
The handoff from sales to operations is where promises go missing, budgets get rebuilt and crews show up without the full picture. QuotaPartner turns the award into a project that already knows its contract, estimate, budget, schedule and people.
WHAT HAPPENS AFTER YOU WIN
From accepted bid to an active project.
Award creates the project from the approved contract. Mobilization then collects what the field needs. A project only becomes active when its readiness checks pass. If they don’t, it stays in mobilization with the reasons visible.
- 01Bid accepted
- 02Contract approved
- 03Award
- 04Project created
- 05Mobilization
- 06Readiness verified
- 07Project active
- 08Crews & workforce
Illustrative sequence of the QuotaPartner lifecycle.
WHAT CARRIES FORWARD
The business truth your field team inherits.
Contract terms
Contract value, parties and retainage come from the approved contract version.
Budget baseline
An approved budget baseline, broken down by cost code, starts from the estimate, bid and contract it came from.
Schedule baseline
Start date and milestones become an approved schedule baseline for the project.
People and equipment
Project manager, superintendent, crews, employees and equipment are assigned with effective dates.
Documents and history
Documents stay linked to the project, and every step keeps its audit history.
MOBILIZATION READINESS
Activation is a gate, not a guess.
Each activation attempt records its readiness snapshot, blocking reasons, who tried and when. Partially verified projects stay in mobilization. Nothing about availability, approval or readiness is inferred. It is recorded.
- Customer and start date recorded
- Project manager and superintendent accountable
- At least one crew assigned
- Approved budget and schedule baselines
- Required checklist items and requirements resolved
- No open resource conflicts
- Final activation approved
FREE RESOURCE
Contractor sales-to-operations handoff checklist
Use this before every kickoff meeting, whether or not you use QuotaPartner. Sales should finish its part before the meeting, so the meeting is about risk and plan rather than hunting for documents.
Commercial
- Executed contract version and how it was signed
- Approved estimate version and accepted bid
- Scope, inclusions, exclusions, alternates and allowances
- Retainage, billing terms and payment schedule
- Promises made during the sale that are not in the contract
People
- Project manager and superintendent named
- Crew needs, trades and required qualifications
- Customer and site contacts with roles
- Subcontractors committed and outstanding
Project readiness
- Start date and key milestones
- Budget baseline by cost code
- Permits and inspections status
- Long-lead materials and purchasing needs
- Equipment needs and availability
Site and risk
- Site access, hours and special conditions
- Insurance and bonding documents
- Known risks and open questions
- First-week plan for the field team
WHAT IS AVAILABLE TODAY
Current handoff capability.
| Area | Availability | What that means today |
|---|---|---|
| Award to project conversion | Pilot | Award creates one project and marks the opportunity won. Retrying never creates a duplicate. |
| Mobilization checklist, requirements and approvals | Pilot | Persisted checklist items, requirements, approvals and resource conflicts. |
| Activation gate | Pilot | The project activates only when leadership, a crew, approved baselines, the checklist and final approval are in place. |
| Crew, employee and equipment assignments | Pilot | Effective-dated assignments feed workforce scheduling. |
| Revenue opportunity to construction pursuit | Coming | The handoff starts from the construction opportunity today. |
| Customer acceptance online | Coming | Contract acceptance and signature are recorded with evidence rather than signed online. |
GNOVERIS AT HANDOFF
See what is still blocking activation.
Gnoveris can explain which readiness items are open, which crew assignments conflict with availability or PTO, and which documents are missing, with links to the records. Approvals and activation stay with your team.
How Gnoveris worksILLUSTRATIVE EXAMPLE
Before mobilization is approved
- Open items
Two checklist items and one requirement unresolved.
- Crew conflict
One assigned employee has approved PTO during week one.
- Your decision
Reassign in the normal workflow, then approve activation.
GUIDES FOR THE WEEKS AFTER AN AWARD
Useful whatever you run projects in today.
After winning a construction bid
The steps from award to the first day on site, in order, with an owner for each.
Plan the labor a job needs
Turn estimated hours into a weekly headcount by trade before crews are assigned.
CONTRACTOR PILOTS
Make your next award a clean handoff.
We will walk a recent job from award to mobilization with you and show what your field team would inherit.