Construction
CRM & Estimator
Construction estimating, project delivery, and operations in one workspace.
The linked application opens in Demo mode. Explore the workflows to see how the workspace is organized.
From first inquiry to project aftercare.
Construction CRM & Estimator brings the stages of construction work into a single operations workspace: capturing leads, preparing estimates, planning jobs, coordinating production, and organizing completed projects.
Supporting modules bring field-team updates, vehicles, tools, inventory, sales resources, and safety training alongside the project workflow.
Every project has more than an estimate.
Construction work involves repeated handoffs between sales, estimating, office staff, and field teams. When client details, scope, pricing, contracts, and jobsite updates are spread across separate tools, keeping the project context together becomes difficult.
The design challenge was to give each stage a clear place while keeping the wider operations workflow easy to navigate.
One workspace, organized around the job.
The application groups work into Leads, In Planning, Production, Warranty, and Project Vault. Teams can enter the relevant stage directly from a central home screen.
Pre-construction tools cover client information, estimates, scope of work, proposals, change orders, field notes, a reusable cost library, print and export outputs, and project contracts. Dedicated areas support field employees and the resources needed to deliver the work.
Business workflows and product experience.
The project brings construction-specific workflows into a browser-based interface, with separate areas for office planning, project execution, and team resources.
- Construction CRM and project-stage organization
- Estimating and pre-construction workspace design
- Production and employee mobile workflows
- Warranty and completed-project organization
- Fleet, inventory, presentation, and learning modules
- Role-based onboarding with guided learning paths
Tools for the office, the field, and everything between.
- Leads: a pipeline for client information, follow-ups, and sales status.
- Planning and estimating: client setup, project templates, scope, pricing, proposals, change orders, a cost library, and print or export tools.
- Project contracts: a place for signed contracts, addenda, and planning agreements associated with a project.
- Production: active projects, schedules, field teams, daily logs, and project controls.
- Employee Mobile Portal: a mock-login workflow presenting time in/out, proof photos, checklists, progress reports, and points.
- Warranty and Project Vault: dedicated areas for projects under warranty and archived completed-project records.
- Truck and inventory management: fleet condition, repair schedules, tools, equipment, and stock value.
- Team resources: sales presentation materials, courses, safety content, and guided onboarding.
A clearer structure for construction operations.
- Places client and pre-construction tools within one planning workspace.
- Gives each delivery stage a dedicated area, from lead capture to archived project records.
- Brings field-team workflows and operational resources into the same application.
- Provides guided learning paths for employees, office staff, managers, and owners.
These are capabilities shown in the public demo. Client adoption, time savings, and financial results have not been quantified for this case study.
Built for browser-based access.
Application experience
Project outputs
Public delivery
Build a system around your construction workflow.
Connect estimating, project coordination, and daily operations in a workspace designed for your team.
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