PRE-CONSTRUCTION ESTIMATING AND BIDDING WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Initialize Lead/Project Entry: Create a new entry in the 'Projects' data model to initiate the estimation process.
[ ] Fetch Project Specifications: Retrieve blueprint and requirement data from the Project entry to populate estimation parameters.
[ ] Site Visit Assignment: Create a task for the Field Engineer to perform a physical site inspection.
[ ] Create Site Inspection Report: Generate a new entry in the 'Site Inspection' data model linked to the Project.
[ ] Quantity Takeoff: Assign a task to the Estimator to measure and count materials from the digital blueprints.
[ ] Create Material Takeoff Entry: Create a line-item entry in the 'Material Takeoff' data model for each identified material.
[ ] Fetch Material Unit Costs: Retrieve current pricing from the 'Vendor Price List' data model.
[ ] Calculate Material Subtotal: Multiply Quantity (from Takeoff) by Unit Cost (from Price List) to get the subtotal per item.
[ ] Sum Total Material Costs: Aggregate all material subtotal entries to calculate the total direct material cost.
[ ] Calculate Labor & Overhead: Apply labor multiplier and overhead percentage to the total material cost.
[ ] Calculate Final Bid Price: Sum Material Costs, Labor, and Overhead, then add the desired profit margin.
[ ] Internal Bid Review: Create a task for the Pre-Construction Manager to review the calculated estimate for accuracy.
[ ] Update Project Status to 'Review': Update the Project entry status field to indicate the estimate is ready for review.
[ ] Generate Bid Proposal: Create a formal 'Proposal' entry containing the final numbers and terms.
[ ] Send Proposal to Client: Send the finalized proposal and documentation to the client's email address.
[ ] Follow-up Task: Create a follow-up task for the Sales Rep to contact the client 3 days after proposal submission.
[ ] Update Project to 'Bid Submitted': Update the Project entry to reflect that the bid is officially out for tender.
[ ] Record Bid Outcome: Update the Project entry with 'Won' or 'Lost' status based on client feedback.
[ ] Monthly Bidding Performance Report: Generate a report summarizing Win/Loss ratios and total bid volume for the month.

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