Pre-Construction Estimating and Bidding Workflow

Start of the Workflow/Process.

Create a new entry in the 'Projects' data model to initiate the estimation process.

Retrieve blueprint and requirement data from the Project entry to populate estimation parameters.

Create a task for the Field Engineer to perform a physical site inspection.

Generate a new entry in the 'Site Inspection' data model linked to the Project.

Assign a task to the Estimator to measure and count materials from the digital blueprints.

Create a line-item entry in the 'Material Takeoff' data model for each identified material.

Retrieve current pricing from the 'Vendor Price List' data model.

Multiply Quantity (from Takeoff) by Unit Cost (from Price List) to get the subtotal per item.

Aggregate all material subtotal entries to calculate the total direct material cost.

Apply labor multiplier and overhead percentage to the total material cost.

Sum Material Costs, Labor, and Overhead, then add the desired profit margin.

Create a task for the Pre-Construction Manager to review the calculated estimate for accuracy.

Update the Project entry status field to indicate the estimate is ready for review.

Create a formal 'Proposal' entry containing the final numbers and terms.

Send the finalized proposal and documentation to the client's email address.

Create a follow-up task for the Sales Rep to contact the client 3 days after proposal submission.

Update the Project entry to reflect that the bid is officially out for tender.

Update the Project entry with 'Won' or 'Lost' status based on client feedback.

Generate a report summarizing Win/Loss ratios and total bid volume for the month.

End of the Workflow/Process.