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Description
Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.
Description
JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production.
"This is f$&%ing amazing!" "This is f$&%ing awesome!"
** MARKETING
• SEO
• Paid Ads
Google Business Profile
Website
** SALES **
• Scheduling
Lead tracking
• Boards
• Customized sales workflows
• Sales automation
** PRODUCTION **
• Production boards
Customized job workflows
• Production automation
• Notes
• Tasks
• Ordering directly from Beacon Pro+ and Roof Hub SRS.
Work Orders
Subcontractors
Reports
BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way synchronization
** COMMUNICATION**
Engage texting
Email
• Caller ID
• @mentions
Job sharing
• Notification center
All of this will equip your entire team with the best all-in one roofing app.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
Axis LMS
No
Bodhi
No
Canvass
No
CompanyCam
No
Enerflo
No
Google Calendar
No
Integry
No
Microsoft Excel
Yes
Microsoft Outlook
Yes
Integrations
QuickBooks Online
Yes
Axis LMS
Yes
Bodhi
Yes
Canvass
Yes
CompanyCam
Yes
Enerflo
Yes
Google Calendar
Yes
Integry
Yes
Microsoft Excel
No
Microsoft Outlook
No
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Pricing Details
Contact us
We offer customized packages for each account based on their size and growth goals.
Let’s have a conversation about your needs and how we can help.
Let’s have a conversation about your needs and how we can help.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Vendor Details
Company Name
JobNimbus
Founded
2011
Country
United States
Website
www.jobnimbus.com/try/
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
No
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
No
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
No
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
No
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
No
Contractor Management
Contractor Database
Yes
Insurance Tracking
Yes
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
Yes
Work Hour Tracking
Yes
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
Restoration Management
Bid Management
No
CRM
Yes
Document Management
Yes
Fire Restoration
No
Job Tracking
Yes
Mold Remediation
No
Project Management
No
Scheduling
Yes
Task Management
Yes
Water Restoration
No
Roofing
Aerial Measurement
Yes
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
No
Dispatch Management
No
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
No
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
