From First Pursuit to Bid Day
The bid starts with the customer and jobsite already filled in.
- Lead owner, follow-ups, how hot it is, where it came from, and the files.
- Vendor RFPs, bidders, addenda, takeoff, alternates, the bid letter, and results.
Software for the paperwork contractors deal with every day.
Bids, RFIs, change orders, service tickets, timesheets, and invoices all run in Build Daily.
The work you repeat every week.
Follow up on leads, collect vendor quotes, back up changes, get service tickets signed, and review crew hours before payroll.
Pursuit
Customer, jobsite, follow-ups, photos, and whether you won it.
Bid
Bid files, vendor RFPs, addenda, takeoff, alternates, and the proposal.
Job
RFIs, submittals, daily reports, change orders, drawings, and closeout.
Service
The call, dispatch, work performed, customer signature, invoice, and payment.
Crew
Hours, PTO, expenses, the crew schedule, and certifications.
Signature
Contracts and agreements sent for signature, countersigned, and filed.
What it looks like on a real job.
Pricing a change, setting up a bid, closing a service ticket, approving timesheets, and sending an agreement, shown with sample jobs.
Change Work Stays Billable
Scope, pricing, backup, and the owner's decision stay with the job.
The Bid History Carries Into the Job
The PM gets the bid files, addenda, takeoff, and proposal.
The Service Call Becomes the Invoice
Labor, material, notes, and the customer signature go straight to billing.
Hours Get Checked Before Payroll
Review hours by job, kick back bad sheets, and approve the rest.
Agreements Stay Out of the Inbox
See who has signed, who hasn't, and where the executed copy is.
The questions your office asks every day.
Each one has an answer in Build Daily: who owns it, what is attached, what is missing, and whether it is ready for the next step.
| Contractor Question | Where Build Daily Handles It | Why It Matters |
|---|---|---|
| Should we chase this lead? Who owns it, what is the jobsite, what follow-up is due, and what was already sent? |
The lead page, with the customer, jobsite, photos, emails, follow-ups, and a link to the estimate. | Estimating doesn't spend the first hour asking sales for the site address and the files. |
| Can we bid this cleanly? Which bidders, scopes, addenda, RFIs, takeoff items, alternates, and proposals are in play? |
The estimate, with vendor RFPs, a planroom bidders open without a login, addenda, takeoff, the bid letter, and results. | When the job is won, operations can see the bid files, bidders, addenda, and proposal work without starting over. |
| What changed on the job? Is this an RFI, submittal, change order, T&M ticket, pay application issue, drawing/spec issue, or closeout item? |
The project page, with RFIs, submittals, change orders, daily reports, drawings, and the schedule. | The PM can price, document, or route the issue while the backup is still tied to the job. |
| Can we bill the service call? Was the tech dispatched, was the work completed, what parts/labor were used, and did the customer sign? |
The service ticket and Work On page, with the dispatch slot, tech, equipment, line items, signature, and invoice. | Billing can tell whether the visit is ready to invoice without texting the tech. |
| Is payroll going to be a mess? Are hours coded to the right job/service/overhead work, and are PTO, expenses, and HR files current? |
Timeclock and HR, with crew timesheets, PTO, expense receipts, and employee files. | Hours and expense fixes happen before payroll runs, before anyone's check is wrong. |
| Who needs to sign or review? Does this need an owner, customer, vendor, subcontractor, employee, or internal countersignature? |
Documents, signing links, review links, and the subcontractor portal. | Outside people get one link for the one thing they need to do. You keep the signed copy and the history. |
Nobody types the job in twice.
Estimators, PMs, supers, dispatchers, and billing each pick up where the last person left off, with the customer, files, pricing, and signatures already there.
From Award to Closeout
The PM starts with the bid and adds the field work, billing, schedule, and closeout.
- RFIs, submittals, meetings, permits, inspections, and correspondence.
- Daily reports, safety, punch, change orders, T&M, pay apps, and subs.
From Call Intake to Paid Invoice
The service desk takes a call all the way to a signed ticket ready to bill.
- Calls, dispatch, the tech, equipment history, agreements, and PM schedules.
- Line items, signature, invoice email with a card payment link, and A/R.
From Crew Plan to Payroll Review
Hours, PTO, expenses, and equipment sit next to the crew schedule.
- Clock in and out, crew timesheets, PTO, expense receipts, and HR files.
- Crew schedule, conflicts, equipment, maintenance, certifications, and licenses.
From Template to Signed Document
Signed paperwork stays with the job, ticket, customer, or employee it belongs to.
- Templates, signing order, countersignature, reminders, and the executed copy.
- Planrooms, RFI and submittal review, change order and pay app review, and the sub portal.
From Problem to Next Action
Owners and managers see which lead, bid, job, or ticket needs attention.
- Reports for sales, estimating, projects, service, and manpower, plus a map view.
- Support tickets, notes, and Friday drafting help for the follow-up.
Outside people only need a link.
Vendors, owners, customers, and subs usually need to do one thing: upload a quote, answer an RFI, review a submittal, sign, or pay. Build Daily sends them a link for that one thing.
Vendor Planroom
Bidders download the RFP files, upload a quote, or no-bid.
Review Links
Send RFIs, submittals, change orders, and pay apps out for an answer or approval.
Signing
Signers review the document, sign or decline, and get a copy of the executed package.
Subcontractors
Insurance certificates, SOVs, pay requests, and contracts stay on the project.
Bring your own job to the walkthrough.
We skip the tab-by-tab tour. Bring a real handoff and see if Build Daily keeps it cleaner than what you do today.
One recent job tells you more than a slide deck.
Bring a lead that became a bid, a field issue that needed a price, a service call that had to be billed, or a payroll week that needed cleanup.
Start with the work that causes trouble.
We will check whether the next person can see what happened, who needs to act, and what is still missing.
Bring the thing your office keeps chasing.
Maybe it's a bid file that never reaches the PM, a signed ticket billing can't find, or a change order with no backup. Bring it and we will walk it through.