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Description
BOEMax serves as ProjStream’s comprehensive proposal management solution, featuring a core capability of a centralized database that houses an extensive array of searchable historical information, such as estimates, actual expenses, BOE justifications, and comprehensive lists of components and assemblies. This functionality enables users to generate precise, data-informed cost estimates more efficiently, increasing the likelihood of securing contracts. After successfully winning a contract, the transition of project information into MaxTeam occurs effortlessly, facilitating the tracking and management of ongoing tasks. With all historical proposal data accessible in one unified platform, creating accurate and realistic cost estimates for any project at any time becomes hassle-free. This system allows all stakeholders, from the proposal team to external partners, to easily validate your calculations and BOE justifications, thereby enhancing trust with both clients and collaborators. Leveraging BOEMax empowers users to establish a central repository of data, in addition to utilizing pre-designed templates and workflows, revolutionizing the proposal process and enhancing collaboration among teams.
Description
InstaBid serves as a web-based platform for estimating and finalizing jobs, specifically tailored for residential contractors and specialized trades. Users can generate customizable, detailed estimates based on information provided through an online form, allowing them to assess material and labor expenses, tweak their pricing and markup, and choose the optimal time to present their bid to clients. The process extends from obtaining proposal and contract approvals to collecting deposits via Stripe and scheduling on a calendar. Additional features include the ability to handle signed change orders, follow up with customers, gather bids from subcontractors, and create branded estimate PDFs for contractors. With its comprehensive approach, InstaBid aims to streamline both estimating and client engagement tasks into a singular workflow, enabling smaller contracting companies to effectively oversee a project from its initial concept to an accepted proposal and scheduled commencement date. This integration of tools and processes allows contractors to focus more on their work while reducing administrative burdens.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
No
Stripe
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99/month
Solo is $99/month for one trade; Crew is $249/month for three trades; Shop is $499/month for all trades. A free trial is offered.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ProjStream
Country
United States
Website
www.projstream.com/boemax
Vendor Details
Company Name
InstaBid
Country
United States
Website
instabid.pro
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
Yes
File Sharing
No
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
No
Subcontractor Management
No
Takeoff
Yes
Version Control
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
Yes
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
No
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
No
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Product Features
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
