Free course · 8 lessons · about 8 min so far

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.

Who it's for

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

  1. Step 1: Get prequalified

    Send clients one complete packet before they ask.

    1. Get prequalified with your clients1 min
  2. Step 2: Capture every invitation

    Every invitation in one list, every client on the same bid.

    1. Capture every invitation to bid1 min
  3. Step 3: Get the documents

    Plans and specs from the plan room.

    1. Get the plans and specs1 min
  4. Step 4: Take off the job

    Takeoff software and the quantity summary you price from.

    1. Do the takeoff1 min
  5. Step 5: Price and propose

    Takeoff to priced proposals for every client — try the proposal builder.

    1. Price it and send a proposal to every client1 min
  6. Step 6: Follow up and win

    Follow up with each client and record the result.

    1. Follow up and win the job1 min
  7. Step 7: Start the job

    The COI, subcontract and submittals your client will ask for.

    1. Won it: send the COI and submittals1 min
  8. Step 8: Bill and get paid

    Pay apps and retainage by the cut-off — try the pay app builder.

    1. Bill on time: pay apps and retainage1 min
IntelBid Learn by email

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.

Email me new IntelBid Learn lessons, IntelBid feature updates and offers such as promo codes. Unsubscribe anytime. See our privacy policy.

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.

Start your free trial
The IntelBid Workflow: A Free Course