Track leads and opportunities designed for construction out of the box. Our CRM was designed for Construction Business Managers and another version for Construction Service Salespeople. There is no need to customize a standard CRM and spend time/money.
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Powerful bid tracking from budget to awarded giving your estimators and salespeople the ability to invite vendors/subcontractors and send quote/proposal to multiple customers. Follow-up tools help track down who is still left on the bid list to chase.
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Invite vendors/subcontractors by giving them access to plans, specs, addenda, etc. for FREE. Upload unlimited documents while tracking new releases such as addenda, bulletins, etc. Track their quotes and amount proposed. with variations due to the project changes.
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Building Automation & Controls estimating tool with drag & drop technology to make it quick and easy to provide a proposal. Built in pricing for most common manufacturers or/and our team can easily import your lists. Still using an excel spreadsheet? Let us show you how life can be so much easier!
Learn MoreUse our drag and drop estimating tool to select cameras, door strikes, access control, fire detection, etc. quickly to build a scope of work. Elegant proposals can be generated as PDF or output directly to Microsoft Word. Ability to manipulate margin/markup on individual parts
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Quickly create service agreements by choosing equipment with predetermined tasking and rates to generate your Preventative. Maintenance proposals. Customize easily by size of equipment, type of project, project level factors, age of equipment or experience level
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An easy to use and quick to implement service repair tool gives your technicians ability to up sell customers in the field. Built in Manager approval required based on amount threshold forcing approval before sending proposal to customer.
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Strongly connects subcontractors and field workers to the office. Easily communicate RFIs, Submittals and CORs with internal and external contacts. Quickly create Submittals from all different vendor/subcontractors and stop wasting time creating a table of contents with bookmarks!
Learn MoreMobile interface makes it easy to quickly view bid and project items with the ability to add notes, customers, while out in the field. Foreman/Superintendents can view submittals, RFIs, etc. and build daily reports. Field Workers can punch in/out tracking work performed
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Track Leads & Opportunities
Create Reminders
Auto Follow-Up Tool
Measure Sales Activities
Track Bids
Hit Rate by Salesperson
Hit Rate by Customer
Automated Notifications
Customizable Reports
Invite Unlimited Sub/Vendors for FREE
Use CSI Codes or create your own
Track Viewed Submittals
Unlimited Document Storage
Mechanical Non Performing Estimating
Building Automation Estimating
Drag and Drop Technologies
Track Submittals
Track Equipment and Deliveries
Outlook Component
Schedule of Values with Rollback
Build from MSCA or Other Standards
Pre-built Task Lists
Set Quantity and Types of Visits
Add Materials (Belts/Filters)
Word Based Proposals
Many different software only work under certain browsers, Bidtracer makes sure that every feature works in every browser for your flexibility. We support the main browsers: Edge, IE, Chrome, Firefox and Safari.
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The interface is responsive and will automatically adjust to your devices screen. Easily click a phone number and dial a contact or click the "Directions" and it will automatically kick off your maps and direct you to their location.
RequEst DemoDesigned to either work on a phone or tablet supporting both iOS and Android.
RequEst Demo
