For a team that shares the bid board
Every seat in your company sees the same jobs in Takeoff Tool. Decisions are saved with a name and a time, and house rules apply to every estimator's takeoffs.
The problem
Two estimators handle the same conflict two different ways. No one knows until the jobs are compared.
A job handed from one person to another loses the reasons behind its numbers.
What it does
- 01
One Projects board
Every seat in your company sees the same jobs. - 02
A login for each person
Decisions are saved with the name of the person who made them. - 03
Notes on the line
The reason for a call stays with the line, for the next person. - 04
The same rules for everyone
House rules run on every estimator's takeoffs. - 05
Held jobs show why
The board shows the reason next to a held job.
What you get
- Handoffs that keep their reasons.
- The same call made the same way across the team.
- A history for each job.
What it does not do
Said plainly, so you can plan around it.
- It does not assign jobs or manage a bid calendar.
- It does not allow a shared login to stand in for two people. Each estimator needs a seat.
Common questions
- How do seats work?
- One seat is one login for one person. A new account starts with one seat. Contact us to add seats.
- Can two estimators work the same job?
- Yes. Every seat in your company sees the same jobs, and each decision is saved with its author.
- Why not share one login?
- Decisions are saved with the name of the person who made them. A shared login makes the history useless.
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