Case Studies

Estimate Status Tracking & Correspondence Tool

About the Construction and HVAC Company

This HVAC contractor has been in business since 1947 and primarily works on commercial and industrial projects. They have had tremendous success due to their top notch design, engineering, installation and maintenance services.

Challenge
Challenge
This construction and HVAC company was interested in improving their process for tracking the subcontractor estimates requested on each job. Their current method was using paper and pencil and estimates were forgotten and bid due dates were being missed due to the inefficiencies in their process.
Solution
Solution
We redesigned their process by allowing them to setup subcontracted parts for each subcontractor & part of each project. The tool informs the user via pop-ups of bid due dates that are past & almost due in order for the user to check the part/subcontractor statuses. Reporting capabilities include: summary reports for each project, outstanding reports for estimates that were not received per job or per subcontractor. After jobs estimates have been given to the general contractor, if the job is won, the details are moved to the Job Tracking workbook to be tracked separately.
Benefit
Benefit
Updating and running any aspect of the tool can now be done by someone without any Excel knowledge and all of the inefficiencies and lost data of the previous process is eradicated. The tool integrates email seamlessly with Microsoft Outlook automatically generating from the tool when a bid due date has changed, a general contractor sends additional drawings/specifications, estimates have not been received or the estimates (job) has been cancelled.
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