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

BidBook® Material Management

Track from Estimate to Site

Contact Us

One Cloud

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


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.



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


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 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

Request Demo
Contact Us

Your CRM Partner

Construction CRM News

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