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Average Ratings 10 Ratings
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Description
Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.
Description
Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches.
Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction.
Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Salesforce
Yes
Bridgeline
No
Contractor's Office
No
Cubit
No
Dropbox
No
Gmail
No
Gusto
No
Integrations
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Salesforce
Yes
Bridgeline
Yes
Contractor's Office
Yes
Cubit
Yes
Dropbox
Yes
Gmail
Yes
Gusto
Yes
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Vendor Details
Company Name
Buildertrend
Founded
2006
Country
United States
Website
www.buildertrend.com
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Product Features
Construction Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Billing & Invoicing
Yes
Budgeting & Forecasting
Yes
Cash Management
Yes
Construction Breakdowns
Yes
General Ledger
Yes
Job Costing
Yes
Overrun Projections
Yes
Payroll Management
Yes
Purchase Order Management
Yes
Quotes / Estimates
Yes
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
No
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
Yes
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
Yes
Residential
Yes
Subcontractor Management
Yes
Timesheets
Yes
Construction Scheduling
Bid Management
Yes
Change Orders
Yes
Gantt Charts
Yes
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
Yes
Contractor Management
Contractor Database
Yes
Insurance Tracking
Yes
License Tracking
Yes
Permit Tracking
Yes
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
Home Builder
Accounting Management
Yes
Bid Management
Yes
CRM
Yes
Contract Management
Yes
Job Costing
Yes
Job Scheduling
Yes
Permit Management
Yes
Quotes / Estimates
Yes
Subcontractor Management
Yes
Supplier Management
Yes
Warranty / Service Management
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Restoration Management
Bid Management
No
CRM
No
Document Management
No
Fire Restoration
No
Job Tracking
No
Mold Remediation
No
Project Management
No
Scheduling
No
Task Management
No
Water Restoration
No
Takeoff
3D View
Yes
Assembly Takeoff
Yes
Cross Section Creation
Yes
Electronic Plans
Yes
Elevation Checking
Yes
Error Checking
Yes
Site Balancing
Yes
Slope Routines
Yes
Subcontractor Management
Yes
