The IntelBid Workflow
From getting prequalified to getting paid — the commercial flooring workflow, step by step.
A short, hands-on course: how to get a commercial flooring bid done fast, then the few things to handle after you win — with the IntelBid tool for each step.
Owners and estimators at commercial flooring companies who want one fast, repeatable process from invitation to pay app.
By Michael Reddy, IntelBid. New modules are added as they're written.
The steps
Step 1: Get prequalified
Send clients one complete packet before they ask.
Step 2: Capture every invitation
Every invitation in one list, every client on the same bid.
Step 4: Take off the job
Takeoff software and the quantity summary you price from.
Step 5: Price and propose
Takeoff to priced proposals for every client — try the proposal builder.
Step 6: Follow up and win
Follow up with each client and record the result.
Step 7: Start the job
The COI, subcontract and submittals your client will ask for.
Step 8: Bill and get paid
Pay apps and retainage by the cut-off — try the pay app builder.
Get new lessons, plus $100 toward IntelBid
New modules as they're published. Confirm your email and we'll send a $100 credit toward your IntelBid membership.
Run your bid desk on the same process
IntelBid captures invitations from your inbox, drafts proposals and follow-ups, and carries won jobs into billing with retainage. Every trial starts with a sample project loaded.
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