A bid CRM built for subs, tied to job cost

Every bid in one list

A sub's pipeline looks different from a sales pipeline. You bid a lot, you win some, and you wait on GCs who don't call back. CFOS keeps each bid with its value, its bid date, your chance of winning and the GC it went to.

Follow-ups are tracked per bid, so a quote that went out two weeks ago doesn't get forgotten. Lost bids stay in the list as lost, with the value, instead of vanishing. That record is what you want in front of you when you decide what to bid next year.

A won bid becomes a job

When a bid is won, CFOS opens the job with the contract value already on it. If the estimate was imported, the budget by cost code loads too. No one retypes the numbers into QuickBooks and the job costing side.

That's the part most CRMs can't do, because they don't know what a job is. Here the bid and the job are the same record at different stages. The estimate you bid is the budget you manage to, and job cost starts on day one.

A leads form for your own site

You can put a leads form on your own website. When a GC or owner fills it in, the lead goes into the pipeline instead of an inbox no one checks. You see it next to the bids you're already tracking.

It's one form and one list. There's nothing to build, and your office manager doesn't need to copy anything over. Leads that come in the evening are there in the morning.

What it doesn't do yet

We'd rather be plain about this. Win rate by GC and by project type reporting isn't live. The pipeline keeps the value, bid date, chance of winning and lost bids, so the raw record is there, but the report that slices it by GC and project type can't be used today.

If you need that report now, your own CRM may do it, and you can connect that one to CFOS instead. We won't tell you a feature is live before it's ready. When the report is ready, this page will say so.

Already have one? Keep it

If your team already lives in a CRM, keep it and connect it. See /connect for what we need from your admin and what moves where. Most software connects in 5 business days or less, under the conditions listed there.

If you don't have one, turn on the CFOS pipeline. It's included in the one price, like every module. There's nothing extra to add to the bill.

Get on the list for the day it opens

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What people ask

• Job costing software that runs on QuickBooks
• Keep the tools that work. Connect the rest.
• Keep your CRM. Won bids still go on the job.
• For estimators who want to see how the bid really did
• One price. Every module. Priced by your revenue.
• Use all of it, or just the part you need

QuickBooks is a trademark of Intuit Inc. Run On CFOS isn't affiliated with Intuit.