Moving bid management from spreadsheets to a shared application

Project Overview

Always Tile & Stone initially managed invitations through email and Google Sheets. Staff collected project information, filed documents, assigned work, and tracked deadlines across these tools.

The first phase connected email extraction with Drive folders and the tracking sheet. A later phase brought incoming invitations, project details, estimator assignments, and proposal tracking into a custom application. This allowed the change to proceed in stages around the team's existing work.

The application provided a shared view of bid activity. Preparing information and tracking proposals support the estimating process; bid wins also depend on qualification, pricing, competition, and the contractor's delivery capacity.