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PRE-CONTRACT STAGE = Invitation to bid (ITB)

  1. Drawings

  2. Takeoff (requires product data and custom formulas, option to use Bluebeam Revu)

  3. Labor budget (requires departments and wage scales)

  4. Materials budget (requires materials data)

  5. Estimate (Data Entry Thought Process)

CONTRACT STAGE = Continues until closeout

  1. Project management

  2. Request for information (RFI)

  3. Transmittals

  4. Change orders

  5. Invoicing (requires integration with accounting software)

  6. Budget vs Actual reports

PRE-PRODUCTION PHASE =

  1. Design and specify products: (requires integration with engineering software)

  2. Schedule work: Project schedule (requires employee data)

  3. Request materials: Materials Request (MR) (requires materials data)

  4. Order materials: Purchase Order (PO) (requires integration with accounting software)

  5. Receive materials: Inventory / Stock

PRODUCTION PHASE =

  1. Release jobs: Work Order (WO)

  2. Release shop drawings:

  3. Release materials: Pick Ticket

  4. Track labor: Time clock

  5. Track progress: Timeline, Reports, Dashboard

COMPLETION =

  1. Shipping: Manifest

  2. Installation:

  3. Closeout > archive

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