Construction sales pipeline
Stage definitions, a bid log you can copy, and the pipeline metrics worth tracking.
CONTRACTOR GUIDES
Guides for running the business side of construction.
Practical, vendor-neutral guides for general contractors: how to run a sales pipeline, decide what to bid, keep estimates, bids and proposals straight, follow up, get from award to the first day on site, and plan labor. Each guide is useful on its own, whatever software you use.
Winning the right work
From the first inquiry to an award, and the follow-up in between.
Estimate and bid follow-up
Separate cadences for homeowner quotes and commercial bids, with templates you can adapt.
CRM vs spreadsheets
When a spreadsheet is still enough, the signs you have outgrown it, and how to move your data.
Deciding what to bid and how to price it
Protect estimating time before pricing starts, and keep the estimate, bid and proposal straight.
Bid/no-bid scorecard
A weighted scorecard, hard no-bid triggers and a way to learn from past decisions.
Estimate vs bid vs proposal
What each document is, the order they come in, and how to keep versions straight.
From award to the field
The steps between winning the job and the first day on site, and the people it will need.
After winning a bid
The steps from award to the first day on site, in order, with an owner for each.
Construction labor planning
Turn estimated hours into weekly headcount by trade, then check it against real availability.
WHERE QUOTAPARTNER FITS
From these guides to the product
OmniVentis Systems builds QuotaPartner, a connected business operating system. Its optional construction pack connects the pursuit, estimate, bid, contract and project for general contractors. Gnoveris, the governed intelligence layer inside QuotaPartner, explains and prepares work that a person approves.