Bid Tracking Database/Job Historical Data

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shockin

Senior Member
If by your first question you mean estimated verses actual job cost, the accounting software takes care of that.

For question number two, Excel.
 
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cdslotz

Senior Member
We just use an Excel spreadsheet that is on the server shared by all estimators. When an estimator starts a new bid, he gives it the next number (unique number system to your liking) logs the bid name, customer, contact, bid date/time, type of job (office, medical, industrial, etc) sq/ft.
Then AFTER the bid, you must go back and fill amount (which gives us cost per sq/ft). We also enter fixture, gear, generator, fire alarm, testing quotes for future data, which is good for budgeting jobs based on their similar profiles.
We also have a line for follow up notes such as, how high we were, who got the job, etc.
The cells are color coded to show a win, loss, or pending.
 
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27hillcrest

Senior Member
We use a product called SugarCRM it tracks all quotes and customer service calls. At the end of the year we can see which customers have sent us the most business so we can send out the fruitcakes;)
 
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blingbling4r

Member
Location
Seattle, WA
Just because we CAN or SHOULD we?

Just because we CAN or SHOULD we?

I guess I'm trying to see what types of things you guys keep track of. Like how nitty gritty you get.

Here are a few things I "CAN" track:

Direct Labor (Total Hours/Composite)
Incidental Labor (ie Job Setup)
Labor Factoring (ie Bad weather, accelerated schedule)
Indirect Labor (ie supervision, management, stockman)
Subcontractors
General Expenses
Equipment Expenses
Quoted Materials
Expected OH/Profit
Gross SF
Who the job bids to
Bid Type
Construction Type
Contract Type
Public/Private
# Stories


Right now I'm developing an enterprise level application for our company that will be able to track just about any aspect of the jobs we bid. This will allow for deep analysis and quicker Go/No Go decisions. We put out nearly 200 "big job" estimates a year for the past 20 years and the owners have not tracked as well as they should.

But just because we CAN track certain variables doesn't mean we should.
1) What do other companies focus on?

2) Also when developing historical data how does one account for site work? Depending on how involved it is, it could skew projects of the same type (Restaurants, Churches, Hospitals, pharmacies, etc)
 
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