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Estimating

activeOpen work queue Start new estimation

12jobs in progress

0bids due in the next 14 days

0finished in the last 14 days

Next bids due

No job in progress has a bid date in the next 14 days.

Estimating analytics

From what is recorded on each job. Rates show how many jobs they rest on.

Pipeline

12bids open

0due in 7 days

$334,662being bid (10 priced)

Bid / No-Bid		5
Document Readiness		2
Draft Estimate		2
Drawing Review		1
Intake		1
Takeoff		1

Win rate

—won (0 of 0)

$0won, at our price

—our price vs winner on losses (0)

Bid / no-bid, last 90 days

6bid

0passed

0%passed (6 decided)

Estimator throughput, last 90 days

0takeoffs finished

—days, first act to finished

The AI takeoff, as estimators judged it

17%lines corrected (149 of 862)

351lines accepted

Not in scope		69
Wrong item		49
Missed entirely		23
Wrong quantity		14
Counted twice		3

Approvals, last 90 days

—hours to a decision

—sent back (0 decided)

—profit set at approval (0 changed)

Cost mix on open bids

$113,547material

4,068labor hours

Restaurant		15 $/sf · 2 jobs
Retail		11 $/sf · 2 jobs
restaurant TI		25 $/sf · 1 job
TI / remodel		4 $/sf · 1 job

Quote exposure on open bids

52lines priced by quote (7 jobs)

0quote requests sent, 30 days

0past their quotes-due date

With the Sales CRM

Win rate by GC and relationshipWhich GCs to chase: invites, hit rate, margin and how fast they pay, per client.Turn on Sales CRM →Pipeline before the inviteOpportunities and conversations that turn into bids, carried into Intake when the invite lands.Turn on Sales CRM →Follow-up after the proposalEvery sent proposal followed up and logged by AI until it is won or lost, so no outcome goes unrecorded.Turn on Sales CRM →

Estimating analytics

Working out the numbers…

More modules for your firm

See all 8

Estimating is the first module on the Corelis platform. These are being built next and can be added to your account as they are ready.

OperationsJobs, scheduling and field workflows once a bid is won.Sales CRMPipeline, clients, activities and follow-ups, with AI logging.ProposalsBuild, send and track proposals, with win-rate analytics.AgreementsMSAs and client agreements: legal handoff, redlines, e-sign.