What we build

One complete system. Five components. Built inside your Microsoft 365.

Everything from quote generation to a real-time pipeline dashboard — deployed in your own tenant, owned by you, running in 4–6 weeks.

The deliverables

Every component, explained

You review and approve each component before we move to the next. Nothing is built in a black box.

Component 01 of 05

Parameterized Excel Estimate Template

Your estimating workbook, built for the specific way your business quotes. Whether you quote Multifamily, Commercial, Residential, or a combination — the template is structured around your job types, your pricing sheets, and your data.

  • Cover sheet captures client, project, estimator, reference dates, and project type
  • Pricing sheets organized for your trade — by area, product type, or scope
  • A single action triggers the full quote generation process
  • Built to a fixed cell structure so the automation reads it reliably every time

Excel estimate — cover sheet

Field
Value
Project Type
Multifamily
Client
Anthem Properties
Project
Brentwood Phase 3
Estimator
Wayne Henderson
Date Quoted
June 23, 2026
Material Spec Date
June 15, 2026

Component 02 of 05

Branded Word Quote Template

A professionally formatted quotation document built with your branding, your layout, and your content structure. It fills itself automatically from the estimate — no copy-paste, no reformatting, no inconsistency.

  • Your logo, colours, and document style
  • Supports multiple quote types — priced options for Multifamily, scope-of-work for Commercial/Residential
  • Content controls fill automatically: client, project, dates, pricing, scope, exclusions
  • Saved directly to your SharePoint Quotations folder with a structured file name

Word quotation output

Quotation For Anthem Properties - Brentwood Phase 3 - EC-2026-0047 - Rev 1.docx

Component 03 of 05

Power Automate Flow

The automation that connects everything. One click in SharePoint runs the entire sequence — reads the estimate, generates the quote document, assigns a unique quote number, saves the file, and logs the quote to the tracker.

  • Triggered directly from SharePoint — no separate app required
  • Automatically determines new quote vs. revision and numbers accordingly
  • Null-safe expressions handle edge cases without failing
  • Runs inside your Microsoft 365 tenant — your data never leaves your environment

Automation flow

Select estimate in SharePoint → trigger flow
↓
Office Script reads estimate data
↓
Word template filled → saved to Quotations folder
↓
Quote Tracker updated automatically

Components 04 & 05 of 05

SharePoint Quote Tracker + Power BI Dashboard

Every quote flows automatically into a structured SharePoint list — your central record of every job quoted, its status, its value, and what happened. The Power BI dashboard reads that data in real time and shows you the picture that matters on Monday morning.

  • Active pipeline value — what's been quoted and not yet closed
  • Conversion rate — what percentage of quotes you're winning
  • Revenue by job type — Multifamily vs. Commercial vs. Residential
  • Top clients and top awarded jobs in the last 12 months
  • Follow-up required — quotes not contacted in X days
  • Projected revenue by quarter based on estimated start dates

Power BI dashboard — overview

$2.4M
Active pipeline
34%
Conversion rate
$890K
Won this year
47
Active quotes
Pipeline by segment

Investment

Fixed scope. No surprises.

One price covers the complete system. We scope before we start — you know exactly what you're getting and what it costs.

Core implementation

W3M Business System

$3,500 – $5,500

CAD · Fixed scope · One-time

The complete system — all five components — deployed inside your Microsoft 365 tenant and handed over with full documentation and training.

  • ✓ Parameterized Excel estimate template
  • ✓ Branded Word quotation template
  • ✓ Power Automate flow — full automation
  • ✓ SharePoint Quote Tracker list
  • ✓ Power BI dashboard — Overview + Pipeline Health
  • ✓ SOPs, maintenance guide, rebuild documentation
  • ✓ 1-hour training session with your team
  • ✓ 30-day post-launch support
Start the conversation
Optional add-on

Ongoing Retainer

$350 – $600

CAD · Per month · Optional

For clients who want ongoing support — quarterly health checks, annual year-prefix updates, minor flow adjustments, and priority response when something needs attention.

  • ✓ Quarterly system health check
  • ✓ Annual quote-number year prefix update (January)
  • ✓ Minor flow and script adjustments
  • ✓ Microsoft 365 update monitoring
  • ✓ Priority email support
  • ✓ Not required — the system runs without us
Ask about retainer

How we compare

The honest comparison

Every alternative requires either a permanent monthly subscription or a workflow change. W3M doesn't.

W3M Consulting JobTread Buildertrend M365 Consultant
Annual cost $3,500–$5,500 once $8,900–$17,900/yr $3,600–$13,200/yr $15,000–$40,000+
Platform change required ✓ No — stays in M365 ✗ New platform ✗ New platform ✓ Usually M365
Trades domain expertise ✓ Built by a trades owner General construction General construction ✗ Generic tech
Power BI dashboard included ✓ Included Basic reporting only Basic reporting only Extra cost
You own the system outright ✓ Fully owned ✗ Vendor-dependent ✗ Vendor-dependent ✓ Usually yes
Small business focus ✓ $3M–$10M sweet spot All sizes All sizes ✗ Enterprise focus

Ready to build

Start with the intake questionnaire.
Get a fixed price before any work begins.

30 minutes of your time. A complete scope and fixed price in return. No obligation.

Book a discovery call See it in action first