How it works

Every job moves left to right through the steps across the top of its screens. Each step ends with a button that records your name, and nothing is priced until a person has accepted it. Watch the two-minute walkthrough, then use the steps below as a checklist.

1. 1

   Intake

   Check what the tool read off the bid invitation and the plan set.

   1. Check the job facts: GC, address, bid due date, wage basis, construction type, job walk.
   2. Fix anything wrong by typing over it. It saves as you type. A blank means the documents did not say, so fill it in.
   3. No invitation on file? Press Upload bid invitation and the facts are read from it.

   Done when: The facts are right. They carry into every later step.

2. 2

   Bid / No-Bid

   Decide whether RRE bids this job.

   1. Answer every question. Service zone and bid period are worked out for you; change them if they are wrong.
   2. A bid period under two weeks is flagged. Email GC drafts the request for more time.
   3. Put in your name and the leadership approver, then press Bid or Record no bid.

   Done when: A decision is recorded with your name. It shows at the top of every later screen.

3. 3

   Document Readiness

   Make sure RRE has the documents it needs to price the job.

   1. Check the bid source (PlanHub, BuildingConnected, or write it in).
   2. Press Email the GC about this job: one email with every missing document and unsent RFI. Untick anything to leave out, or email one item from its row.
   3. A missing document never blocks the bid. Press Confirm & go to Step 4 when you are ready.

   Done when: Readiness is confirmed with your name.

4. 4

   Drawing Review

   Check what the AI counted on each sheet, and answer what it was unsure of.

   1. Open the first sheet under Needs you.
   2. Answer each question on the right: use the recommended item, search for another, price it as labor only, or mark it Not in this bid.
   3. Click a symbol in the list to circle every one on the drawing. Add or strike a mark if the count is wrong.
   4. Open Value engineering to switch on the cheaper methods this bid offers, for the whole job.
   5. Press draw an area to box and name part of the sheet. Each area gets a colour, and you can switch it off to hide its marks.
   6. Press Save & next to sign the sheet off and open the next one. Changed your mind? Reopen the sheet.

   Done when: Every sheet is saved and no questions are open. The Takeoff opens.

5. 5

   Takeoff

   Approve the quantities the bid will be priced from.

   1. Read down the lines. View on drawing opens the sheet zoomed to what a line counted.
   2. Edit a quantity, strike a line that does not belong, or accept it.
   3. Check the code check and the Quotes and by others list.
   4. Press Accept the ready lines when they are right.
   5. Under the lines, check everything marked Not in this bid, then press Sign off the takeoff.

   Done when: The lines are accepted and the takeoff is signed off with your name. The Draft Estimate opens.

6. 6

   Draft Estimate

   Build the price: materials, labor, quotes, equipment and markups.

   1. Tick any project conditions and pick the difficulty. Labor is added at company rates.
   2. Add supplier quotes, subcontractors, job expenses and equipment rentals with + Add line.
   3. Tick quote received & verified on each quoted line.
   4. Check the total, then press Sign off the estimate.

   Done when: The estimate is signed off, or sent for approval if your firm requires it.

7. 7

   Proposal

   Send the bid in RRE’s format.

   1. Press Edit proposal and fill in every field in pink: the tool did not guess these.
   2. Check the responsibility matrix: pink rows are the ones it is unsure of.
   3. Press Done editing, then Print / Save as PDF and send it to the GC.
   4. When you hear back, record Won or Lost and the winning price.

   Done when: The proposal is sent. Recording the outcome closes the job.

Stuck, or something looks wrong? Press Flag an issue at the bottom right of any screen. Ready to start? Open the work queue →