Test drive with your data. Call 1-214-446-2080

BidBook® Material Management

Track from Estimate to Site

DATASHEET
REQUEST DEMO
Contact Us
DATASHEET

One Cloud

Take-Off.  Price.  Purchase.  Receive.  Pick.  Deliver.

Estimation

Project Award to Start

Tasked by sales to create a new Take-off, an Estimator create a Material List from the BidBook Materials Catalogue.  Optionally, the Estimator may upload materials from AutoCad or tools like Exactimate.

Operations

Purchasing

After Project Award, Operations sources material purchases for delivery to the job site.

Delivery

Drop Ship or Inventory

Materials are scheduled for delivery to the job site.  Straight material purchases and rental equipment.  Drop shipped or from inventory via freight.  Ready to begin work !

Foreman

Inspect

Foreman inspects quality and delivery of materials to site.  Ready to begin work !

Create Your Takeoff

AutoCad ® Connector

Push a drawing’s material list to a BidBook Takeoff list.

Select or Import Material List

  • Manage your materials catalogue

  • Select Materials to Takeoff

  • Import from Xactimate® and other tools

  • Purchase Takeoff Materials Needed

  • Drop Ship or Pick from Inventory

See BidBook® Cloud Platform Modules

30+ Configurable Building Blocks to Grow Your Construction Business

DATASHEET
Request Demo
Contact Us

Your CRM Partner

Construction CRM News

  • Guide to Construction Management Software CRM

    A construction project management software CRM is a crucial tool for any specialty contractor. It helps in the performance of a number of functions essential to running a construction business and it can [...]

  • 10 Construction Management Mistakes You Don’t Know You’re Making

    Construction management is not as easy and organized as it sounds. Especially in this industry, almost everything is easier said than done. It only takes a minute or two to say you'll respond to an invitation [...]

  • Is CRM a Construction Management Software?

    Is CRM a Construction Management Software? Construction Management Software often comes to mind to quite a number of people whenever they encounter the word construction CRM. While CRM is not what Construction Management Software is [...]

  • Roofing CRM Business Process

    CRM Software for Roofing Construction A Customer Relationship Management Lifecycle Illustration Learn about BidBook® Cloud Platform 30+ Configurable Building Blocks [...]

  • Scaffolding CRM Business Process

    CRM Software for Scaffolding Construction A Customer Relationship Management Lifecycle Illustration Learn about BidBook® Cloud Platform 30+ Configurable Building Blocks [...]

BidBook is a registered trademark of CRM Evangelist, LLC.  Salesforce is a registered trademark of salesforce.com, inc. Other marks appearing herein may be trademarks of their respective owners