Estimation Modules
ToolBox
With the ToolBox module, businesses have a comprehensive set of tools designed to help manage, analyze, and store bids, jobs, submittals, RFIs, change orders, and more.
You can organize all your jobs with a virtual toolbox that helps you improve document management, storage, and analysis.
Did you ever wonder why you won or lost a bid or what made the job over or under budget? ToolBox stores all the entered data for your pre-bids, current bids, lost bids, won bids, and jobs, allowing you to generate reports for tracking the history and analyzing the estimate, bid, and job data. It also includes capability to manage and store your documents, such as submittals, RFIs, change orders, correspondences, and contacts.
Using ToolBox, you can:
- Track the due dates of bids so that you don’t miss out on the opportunity.
- Track the expiration date of blueprints so that you can return them without paying a fee.
- Track the size, number of floors, footage, etc. on your jobs so you can have the important analysis and data history for your project management needs.
- Track data to provide analysis reports to determine the factors involved in the bids you won versus the bids you lost (i.e. size of projects, the competition, type of jobs - commercial vs. government, etc.); this will provide you an analysis of your bidding history to ascertain if there is a pattern providing you valuable intelligence to help you in your bidding process.
- Track your job status for projects in progress, on hold, important deadline dates, contract extensions, etc.
- Check change orders to determine when a request was made, approved, resubmitted, or denied.
- Track if the completion date extends the original due date of the contract.
- Track if it is a time and materials job verses a project-based job.

