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$0 pipeline

Current estimate

New customer - Untitled estimate

Draft estimate

Proposal total $0

Active 0

Needs review 0

Due soon 0

Proposal ready 0

Bid Command Center

0 saved

Search saved work

Revision note

Historical Data

Workbook Import Preview

Preview bid tracking and job list spreadsheets before anything is staged in Supabase.

Choose Excel files

Upload the yearly job lists, bid status board, and bid tracking workbook to see row counts, warning counts, estimator history, and customer aliases before import.

Step 1

Job Setup

Draft Draft estimate

Current Workflow State

Draft estimate is the starting point for intake and takeoff.

Customer Project Proposal # Due date Contact Email Job location Work mode Job type

Award handoff

Job List / QB fields

Only needed after the proposal is awarded.

Open

Award handoff

Job List / QB fields

Optional until the job is awarded. Filled values flow into the Job List CSV.

Job # Phase Salesperson Estimated start Contract / PO # Billing contact Retention COI Pre-Lien DAS Forms

Step 2

Takeoff Review

0 rows

Bluebeam CSV

Upload an export or load the demo file. The app keeps the raw rows and creates a normalized rollup.

Choose CSV

Manual Fields

Search the catalog, set quantity/unit/material, then add the line.

Detailed Rows

Normalized Takeoff Rows

All rows visible

Takeoff row	Material	Measured	Use basis	Pricing qty	Source

Step 3

Mapping Review

0 approved

Step 4

Pricing Summary

No run yet

Line subtotal $0

Trip charges $0

Strategy adjustment $0

Review flags 0

Proposal total $0

Trip Pricing

Trip pricing controls

No priced scope yet.

Mobilization (Thermo)

Days

$0/day catalog Mobilization (Paint)

Days

$1,000/day base Cat-Tracking Move

Days

$0/day catalog Traffic Control

Days

$0/day catalog

Pricing Settings

Job-level defaults

Lines inherit these settings unless a priced line is overridden below.

Second coat Glass beads Public works Union % Default: 100% PW % Default: 140%

Internal Controls

Bid Strategy And Margin Guardrails

Customer proposals never show these values.

Open

Internal bid strategy

Margin guardrails

These values stay internal and feed management review.

Strategy mode Global adjustment % Target margin % Minimum margin % Adjustment reason

Detailed Rows

Priced Line Items

All lines visible

Description	Qty	Unit	Unit price	Line settings	Total	Review

Step 5

Scope Details

0 accepted

Management

Pricing Catalog

0 edited

Browser-saved overrides for this prototype

Catalog item	Domain	Base	Restripe	New layout	PW	Status

Step 6

Final Review

Line Review

Review Items

Use Good when the item is acceptable, or jump straight to the mapping/pricing control that caused it.

Internal Review

Management And Audit Details

Margin, flags, approval actions, and audit history stay visible for review.

Customer Email

Customer Email Draft

Proposal export Not ready to export

Import or add quantities to build the proposal.