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Average Ratings 15 Ratings
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Description
BasisBoard revolutionizes bid tracking by eliminating the need for data entry, specifically designed for subcontractors and material suppliers to manage all their bids collaboratively in a single workspace. It serves a broad spectrum of users, from small family-run businesses to major corporations, enhancing the bidding process for estimating teams of varying sizes. Are you still relying on spreadsheets to keep track of bid invitations? With general contractors inundating you with invites from platforms like iSQFT, BuildingConnected, and Procore, our bid board seamlessly integrates with your email, automatically identifying bid invite messages and transferring crucial details—such as deadlines, participants, and addenda—into an organized dashboard with no manual data input required. This means you can access all your bid invitations in one centralized location, streamlining your workflow. BasisBoard's intelligent system sorts these emails into actionable opportunities, making the interface user-friendly and efficient. The shift towards online bid boards represents the future of bidding, as many subcontractors currently squander significant time on repetitive administrative duties. By transitioning to this automated solution, you can ensure that no job opportunities are overlooked, thereby optimizing your bidding strategy.
Description
Leading software for the service industry, e.g. HVAC, Electrical, Plumbing and General Contracting.
To run a successful business, you must have all the MUST-HAVE features.
Schedule and dispatch appointments
Use our unique system of work planning to distribute work among your team members.
Time Cards
A special service will protect you from negative reviews
Employees can be tracked by GPS
Optimization of routes
Very low credit card processing charges
API Access
Has API
No
API Access
Has API
Yes
Integrations
CardConnect
No
CardPointe
No
Google
No
Google Maps
No
QuickBooks Accountants
No
QuickBooks Desktop Premier
No
QuickBooks Desktop Pro
No
QuickBooks Enterprise
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
CardConnect
Yes
CardPointe
Yes
Google
Yes
Google Maps
Yes
QuickBooks Accountants
Yes
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Monthly user based
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Basis
Founded
2019
Country
United States
Website
www.basisboard.com
Vendor Details
Company Name
Orcatec
Founded
2019
Country
United States
Website
orcatec.com
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
No
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
No
Takeoff
No
Version Control
Yes
Construction CRM
Client Tracking
Yes
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
Yes
Sales Management
Yes
Scheduling
No
Time Management
No
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
Yes
Customer Management
Yes
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
Yes
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
No
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
Yes
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Construction Scheduling
Bid Management
Yes
Change Orders
Yes
Gantt Charts
No
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
Yes
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
Yes
Permit Tracking
Yes
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
Electrical Contractor
Billing & Invoicing
Yes
Commercial / Industrial
Yes
Contract Management
Yes
Customer Database
Yes
Electronic Signature
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
Yes
Cost Database
Yes
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
Yes
Financing Management
Yes
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing Estimating
Change Orders
Yes
Commercial / Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Fitting Management
No
For General Contractor
Yes
Overhead Costs Estimating
Yes
Prebuilt Assembly
No
Quotes / Proposals
Yes
Takeoff
No
Remodeling Estimating
Cost Database
Yes
Quote Management
Yes
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Roofing
Aerial Measurement
No
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
Yes
Dispatch Management
Yes
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Task Management
Yes
