Run the bid, not the spreadsheet.
One workspace per bid: files with versions, Taylor's estimate with assumptions and her bid table per trade, and Sara's approvals queue. Specialty contractors get their niche, units and production rates learned once and reused on every bid.
| Sub | Quote | COI | W-9 | Scope | Next action |
|---|---|---|---|---|---|
| Garnerville Line & Load | Received | ✓ | ✓ | Leveled | None — ready for your review |
| Hudson Feeder Co. | Not received | ✓ | ✓ | Gap — 2 items | Chasing — 2nd follow-up sent Tue |
| Spring Valley Power | Received | exp. Fri | ✓ | Leveled | COI renewal needed |
What changes on day one.
Every bid starts from a blank spreadsheet
Your divisions, units and production rates are the estimate template. Taylor prices the new package against them.
Addenda land in three inboxes
Files live in one place with versions and a 'read by Taylor' tick. Replace a sheet and the estimate reissues.
Bid day is a scramble for missing paperwork
Sara checks every page of the bid packet before it is sealed: signatures, forms, addenda, insurance certificates and bond. Anything missing comes to you.
Scoped and priced in writing before we start.
Every engagement starts with a Project Review about one real project. We return scope and one set price, in writing. Price moves only if scope moves. After the first project the crew stays on under a separate monthly arrangement — hosting, monitoring, new projects, a Monday report.
Asked on every call.
How long until the crew is live on my project? +
Does the AI send anything without me? +
Do I have to move off Drive / Gmail / my folders? +
Book a project review.
Bring one project. We'll show you what the crew would do with it.
Not sure where to start? Two quick questions, then your details.
Fill in the short form on the booking page and we reply the same business day to set a time. Prefer to talk? Call 646-281-8368.