Interactive Residential Specialty Construction Business Process

Click any stage below to explore how BidBook CRM streamlines your entire workflow — from lead capture to customer referrals.

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Click Any Stage to Learn More

See exactly how BidBook CRM powers each step of the process

1. Capture Project Lead
2. Lead Assignment
3. Jobsite Walk
4. Estimation
5. Proposal
6. Job Awarded
7. Operations Project Setup
8. Scheduling
9. Deliver & Inspect
10. Wrap-Up & Referral
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1. Capture Project Lead

Receptionist captures leads from homeowners, realtors, inbound calls, emails, website forms, and Google Maps jobsite views.

  • How BidBook CRM BidBook CRM automatically captures leads from multiple channels and notifies your team instantly with in-app and mobile push notifications.
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2. Lead Assignment

Account Manager receives the lead via real-time in-app notification.

  • How BidBook CRM Smart routing rules and live jobsite map make sure the right person gets the lead immediately.
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3. Jobsite Walk

Account Manager inspects the site, measures square footage, and takes photos.

  • How BidBook CRM Mobile app with built-in camera, AI measurement tools, and instant cloud upload.
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4. Estimation

Account Managers calculate takeoff materials and labor costs.

  • How BidBook CRM Integrated takeoff engine with historical pricing and one-click estimates.
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5. Proposal

Send professional sales proposals for e-signature via email or in-person.

  • How BidBook CRM Drag-and-drop proposal builder with DocuSign integration and delivery tracking.
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6. Job Awarded

Contract received, uploaded, and project status updated.

  • How BidBook CRM One-click contract upload, automated pipeline updates, and home office sync.
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7. Operations Project Setup

Assign field supervisor & crew and order materials from distributors.

  • How BidBook CRMAutomated crew assignment and direct distributor material ordering.
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8. Scheduling

Office Manager schedules materials shipment, crew, and notifies the customer.

  • How BidBook CRM Live shared calendar with automated SMS/email notifications to customers.
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9. Deliver

Supervisor delivers scope of work, completes quality inspection, and sends warranty.

  • How BidBook CRM Field mobile app for photo documentation, digital inspections, and warranty delivery.
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10. Wrap-Up

Invoice sent to homeowner and happy customer gives referrals to neighbors.

  • How BidBook CRM Automated invoicing, referral request engine, and Net Promoter Score tracking.
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Full Process Infographic

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