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Bidtracer
by Specialty Software Group | Founded 2005, Mequon, WI
Categories:
What is Bidtracer?
Industry Specialties: Construction
Developed by Specialty Software Group, Bidtracer is a web-based software that offers project and bid managing, equipment tracking, and estimating functionalities. Contractors can track leads and opportunities with sales and marketing inclusions. It provides integration with Microsoft Outlook to help streamline communication. Project managers can export proposals to PDFs or Microsoft Word.
Store unlimited documents in a centralized database. Access files from remote locations using iOS or Android devices. Encourage workers to use prebuilt task lists to simplify work processes. Collaborative tools help promote harmony as well as improve productivity among employees.
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DEPLOYMENT
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Bidtracer Pricing
Based on our most recent analysis, Bidtracer pricing and cost details are described here:
- Price
- $$$$$
- Starting From
- $47.50
- Pricing Model
- Still gathering data
- Free Trial
- Still gathering data
Training Resources
Bidtracer is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for Bidtracer:
- Phone
- Chat
- FAQ
- Forum
- Knowledge Base
- 24/7 Live Support
Bidtracer Benefits and Insights
Why use Bidtracer?
Key differentiators & advantages of Bidtracer
- Build Meaningful Relationships: Track leads and opportunities via the dashboard. Monitor workers' activities using Microsoft Outlook or the mobile app. Generate professional proposals to impress clients.
- Reduce Estimating Errors: Create accurate quotes with BAC estimation, product and valve selection, margin adjustment, and submittal builder capabilities. Export estimates to Excel for better visualization.
- Gain Data Visibility: Filter dashboards by divisions and subdivisions. Produce and analyze reports to identify trends and develop strategic plans. Utilize the project tree function to track tasks.
- Streamline Workflows: Enable subcontractors to view previous versions of digital plans with just a few clicks. Assign jobs to workers using Gantt scheduling functionality.
- Manage Bids: View customers' close rates to make informed decisions. Send ITBs to vendors and subs in seconds. Compare multiple proposals using the proposal pricing grid tool.
- Stay Mobile: Access documents from remote locations using internet-enabled devices. Create RFIs directly from plans using annotation capabilities.
Industry Expertise
Serves mechanical, electrical and controls contractors, distributors, and manufacturers. Caters to companies of all sizes.
Bidtracer Reviews
Average customer reviews & user sentiment summary for Bidtracer:
Key Features
- Bid Management: Enable estimators and salespeople to invite and send quotes to existing and potential customers.
- Bid Tracking: Track bids using follow-up tools. Generate custom reports and canned graphs to help create a sales funnel.
- Subcontractor Template: Access customizable templates to create ITBs quickly.
- Invitee Reports: Print an invitee list to view pricing broken down by custom-made categories.
- Pricing Grids: View subcontractor and vendor proposals to create pricing comparisons and make strategic decisions.
- NDA Signing: Encourage subcontractors to auto-sign NDAs to access important documents.
- Addenda Tracking: Automatically alert subcontractors of new addenda documents. Track addenda statuses to speed up bidding processes.
- Proposal Management: Upload and send proposals and construction documents into desired folders from Outlook.
- BAC Estimation: Create proposals using drag-and-drop functionality.
- Submittal Builder: Create professional binders and custom cover sheets to ensure the proper installation of products. Send proposals via email.
- Estimation: Add parts from the live pricing database to build predefined assemblies. Reuse systems to create several versions to accelerate estimating processes.
- Product Selection: Hover over a product part to view its description, including pricing, document links and images. View live pricing of the product from hundreds of sources. Filter data by prices.
- Valve Selection: Use the CV calculator to ensure that the valve meets project requirements. Filter data according to valve characteristics such as connection and flow types, piping actions, and body sizes.
- Engineering Tool: Make meaningful comparisons between the estimate and project design.
- Purchase Ordering: Create orders based on previous orders to save time. Enable workers to order the most common parts without any hassles.
- CRM: Track leads and opportunities using a built-in customer relationship management system.
- Charting and Grids: Generate 2D or 3D charts and grids to analyze workers’ activities displayed on manager dashboards. Filter data based on employees’ locations, divisions or types.
- Activity Tracking: Empower managers to identify flaws and analyze the productivity levels of salespeople.
- Project Management: Create COs from RFIs and track their statuses. Generate Gantt schedules directly from the system. Monitor plan changes using construction bulletins. Create submittal packages with just one click.
- Service Agreement: Add equipment to quotes in minutes. Break tasks into subtasks and create checklists to avoid missing important steps.
- Service Repair: Enable technicians to upsell customers in the field. Review and approve proposals before sending them to clients.
- Mobile Application: Monitor activities from anywhere at any time using web-enabled devices. Enable supervisors to submit daily reports and view RFIs and submittals in real time. Encourage Spanish-speaking employees to switch language settings to Spanish to reduce communication barriers.
Limitations
At the time of this review, these are the limitations according to user feedback:
- Doesn’t offer robust CRM tools.
- Steep learning curve.
- Doesn’t offer an intuitive interface.
- Users experience difficulty creating invoices.
Suite Support
Access support services from Monday to Friday from 8 a.m. to 5 p.m. CST.
mail_outlineEmail: support@bidtracer.com.
phonePhone: (888) 708-0921.
schoolTraining: Opt for in-person or live online training at an additional cost.
local_offerTickets: Not specified.