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Description
Access all bid invitations for your entire office or division from a single location. Stay informed about the tasks at hand, the individuals accountable for them, and their respective deadlines. Monitor project documents, timelines, and additional details throughout each phase of the bidding process. Effortlessly identify all general contractors participating in any job you’ve been invited to and manage them collectively. You can then submit your proposals to all contractors with just a click. What tasks do you have scheduled today? Oversee your team's entire agenda on one comprehensive calendar that includes deadlines, job walks, and other essential elements to ensure your team remains coordinated. Bid Board Pro helps the typical estimator save an impressive 8 hours weekly by reducing manual data entry and centralizing all necessary bid management resources in one convenient location. Gain access to valuable insights that enhance your odds of success. Monitor win rates to focus your efforts on the most promising bids. Assess the performance of estimators within your team. Additionally, maintain oversight of your entire operation through comprehensive reporting. This streamlined approach not only boosts efficiency but also fosters collaboration among team members.
Description
Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.
API Access
Has API
API Access
Has API
Integrations
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
Integrations
Google Cloud Platform
Integry
QuickBooks Online
Stripe
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BuildingConnected
Country
United States
Website
www.buildingconnected.com/bid-board/
Vendor Details
Company Name
Clientary
Country
United States
Website
www.clientary.com
Product Features
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking