An estimating workbook, automated quote generation, a central tracker, and a live dashboard — all running inside the Microsoft 365 your business already pays for. No new platform to license, migrate to, or train your team on.
Each piece is documented and handed over to you at the end — not locked inside a black box only we can touch.
A standard Excel file, structured around how your team already prices jobs. Cover sheet, pricing sheets, reference dates — one consistent layout for every estimator, every job.
A Word template that fills itself in: your logo, your layout, the right sections for the job type. Multifamily jobs get priced options; commercial and residential jobs get a scope of work. No copy-pasting, no reformatting.
The piece that connects everything else. An estimator selects the finished estimate file and runs one click — the quote is numbered, generated, and filed without anyone touching a second tool.
Every quote logs itself the moment it's created, in a shared SharePoint list your whole team can see. Status, value, follow-up dates — one place, always current.
A Power BI dashboard built on top of the tracker: active pipeline, conversion rate, revenue by job type, who needs a follow-up call. Open it Monday morning and know where the business stands.
Off-the-shelf platforms like Buildxact, Knowify, or Buildertrend solve a real problem — but they ask your team to learn a new system and pay a new monthly bill for tools you may already own.
We walk through how your business quotes today — your process, your job types, your pricing structure — using a structured questionnaire so nothing gets missed.
The Office Script, the Word template, the automation flow, the tracker, and the dashboard — built in that order. You review and approve each one before we move to the next.
Everything is deployed inside your own Microsoft 365 environment. There's no separate account to manage and nothing for you to migrate later.
From the first intake call to a live, working dashboard — with your team already using the system.
The implementation is priced as a fixed-scope project, scoped to your specific quoting process on a short call — not a per-seat subscription. Many clients add an optional monthly retainer afterward for ongoing tweaks, support, and the annual maintenance items every system needs.