Managed Estimating Services
For contractors who need more than estimate preparation. Let's talk about the right level of managed estimating support for your business.
Two Levels of Managed Support
Estimate Management vs. Estimate Pipeline Management
Both are scoped after a consultation. Pricing is confirmed based on your needs — there is no direct checkout for managed services.
Estimate Management
Help managing estimates after they are created.
Contractors who need help beyond preparation — proposal delivery, estimate tracking, CRM updates, follow-up cadence, and estimate status management.
May Include
- Proposal delivery support
- Estimate tracking
- CRM updates
- Follow-up cadence
- Estimate status management
Inclusions are confirmed during your consultation and are not guaranteed until scope is finalized.
Estimate Pipeline Management
End-to-end management of the estimate pipeline.
Contractors who need broader support — opportunity intake, estimate workflow management, proposal delivery, follow-up management, pipeline stage updates, escalation of stalled estimates, and pipeline reporting.
May Include
- Opportunity intake
- Estimate workflow management
- Proposal delivery
- Follow-up management
- Pipeline stage updates
- Escalation of stalled estimates
- Pipeline reporting
Inclusions are confirmed during your consultation and are not guaranteed until scope is finalized.
Talk With Us
Tell Us About Your Estimating Workflow
Share a few details and we'll follow up to recommend the right level of managed estimating support.
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