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Taskingos App Store

Construction Bid and Client Pipeline

Manage prospects, bid requests, site visits, estimates, subcontractors, and awards.

Start with this appBack to marketplace

Construction

Construction Bid and Client Pipeline

Setup
10 minutes
Includes
5 records, 4 workflows
Runs on
One shared workspace
Install app

Built for operators

Launch the workflow first, then refine it around your team.

A construction pipeline starter for small contractors coordinating sales, estimating, client follow-up, and award handoffs.

Best forGeneral contractors and specialty trades that need bid tracking before work becomes a project.
Helps withKnow which bids need action; Keep estimating follow-ups owned
Setup time10 minutes
Workspace fitConstruction operations
Stay ready

Keep Clients and follow-up work in one view.

A construction pipeline starter for small contractors coordinating sales, estimating, client follow-up, and award handoffs.

01
Move work forward

Give every handoff an owner and a next step.

Know which bids need action

02
See what matters

Use Bids By Stage to catch stuck work early.

Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.

03

What installs

A ready operating system, not a blank template.

Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.

01

The shared source of truth

Records

Give the team clean places to keep the operational details that drive the workflow.
  • Clients
  • Bid Requests
  • Site Visits
  • Estimates
02

The process your team follows

Workflows

Move work through visible stages with owners, timing, and follow-up queues.
  • Bid Qualification
  • Site Visit Scheduling
  • Estimate Review
  • Award Handoff
03

The views operators check

Reports

Surface open work, stuck follow-ups, aging queues, and the next priorities.
  • Bids By Stage
  • Open Estimates
  • Subcontractor Follow Ups
04

The handoffs around the app

Integrations

Connect the starter to the tools your team already uses for communication and files.
  • Email
  • Google Workspace
  • QuickBooks

How it works

Start from a complete app, then make it feel native to your business.

Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.

01

Bid Qualification

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

02

Site Visit Scheduling

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

03

Estimate Review

Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.

04

Award Handoff

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

Operator customization

Ask the operator to shape this app around your exact business.

The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.

  • Know which bids need action
  • Keep estimating follow-ups owned
  • Move awarded work into delivery cleanly
Suggested operator prompt

Customize this construction bid pipeline with bid stages, site visit tasks, estimate approvals, subcontractor follow-ups, and award handoffs.

Use this app as your starting system.

Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.

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