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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.
Description
Utilize a comprehensive workflow system designed to oversee projects from the initial bid proposal all the way through to the final payment stage. Create distinct dashboards tailored for Estimators, Project Managers, Foremen, and Accounting departments. Facilitate the assignment and monitoring of tasks and follow-ups among colleagues within your organization. Establish a catalog of frequently used products, services, and standard pricing to expedite the bidding process. Retrieve customer contacts, job notes, and pertinent information seamlessly from each project. Enhance the flow of communication regarding customer inquiries between office staff and field workers. Analyze and review the performance metrics of individual estimators as well as the overall efficiency of the company. Gain insights into the conversion rates across different sectors, such as Residential, General Contractors, Public Works, and more. Personalize reporting parameters and output formats, including pie charts and trailing twelve months data. Simplify labor reporting for job costing and ease the submission process to payroll providers. Minimize administrative workload and data-entry mistakes while enhancing accountability for timesheets. Additionally, ensure that all team members stay informed and aligned throughout the project lifecycle to foster collaboration and efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
No
Stripe
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
Pricing Details
$40 per month
Free Trial
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
InstaBid
Country
United States
Website
instabid.pro
Vendor Details
Company Name
Workman's Dashboard
Country
United States
Website
workmansdashboard.com
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
Product Features
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
Yes
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
