Qualify the site and decision route
Record the project address, customer objective, decision makers, site access, tender deadline, expected trade scope and information still needed before estimating begins.
Workflow blueprint
Construction CRM software that preserves the accepted scope
A sales-to-project blueprint for contractors that need the delivery team to receive more than a customer name and a won status.
Qualify the opportunity, trace the documents used for pricing, control proposal versions and block the internal handoff until acceptance evidence and unresolved clarifications are visible.
TL;DR — Qualify the opportunity, trace the documents used for pricing, control proposal versions and block the internal handoff until acceptance evidence and unresolved clarifications are visible.
Freeze the pricing inputs
Link the dated visit, drawing revision, measured information, assumptions, exclusions and person responsible for each clarification used in the proposal.
Control proposal and acceptance versions
Keep each issue date and commercial revision, then identify the exact accepted version, evidence, deposit condition and customer instruction.
Hand the opportunity to delivery
Assign the first project owner, pass unresolved questions, scope evidence and promised customer actions, while starting safety, programme and procurement records in their own controls.
Page-specific decision aid
A scope revision and won-project handoff pack
The pack follows one commercial renovation from enquiry and site visit through three linked proposal versions. It names the drawing used for price, visible assumptions, exclusions, the accepted issue, deposit condition, unresolved clarification, delivery contact and first internal owner before the opportunity may leave sales.
- ✓Won does not mean safe to schedule or purchase.
- ✓Only the accepted proposal version enters the handoff.
- ✓Risk and method controls begin under delivery ownership.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Site, customer, scope and decision contacts identified
- ✓Drawing, visit, assumption and exclusion revisions traceable
- ✓Accepted proposal and commercial evidence fixed before handoff
- ✓Estimating, scheduling, safety and field-progress claims kept outside the CRM scope
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow