SmartBid is a construction bid management software for general contractors. SmartBid provides a web-based and mobile platform to streamline their bid project data, documents, and subcontractor communications. It also supports user permissions control for data security.
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WorkflowMax
Score 9.0 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
SmartBid
WorkflowMax
Editions & Modules
No answers on this topic
Standard
$20
per month
Premium
$70
per month
Offerings
Pricing Offerings
SmartBid
WorkflowMax
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
As a cloud-based solution, our clients can scale their access annually depending on the number of users. Subcontractors invited to bid or prequalify in the system receive access at no cost.
SmartBid is also very useful for conducting sub-contracting analysis and management simulations in the didactic field. The procedures for sharing documents are helpful, but the graphic can be improved. Many forms can be pre-filled. This helps a lot in saving time and money! SmartBid is great for exporting and/or sending single or mass emails. However, as mentioned, it would be useful to simplify some pre-construction processes and improve the overall communication
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
It's very easy to set up a job and manage who receives solicitations. You can also keep detailed notes on who've you contacted and see if they're actually downloading and reviewing the documents.
You can add a confidentiality agreement clause which they must accept before accessing the documents. It then stores this information if it ever needs to be accessed. This is much cleaner and easier then sending out a NDA form and having the subcontractor return it before actually sending drawings/docs.
You can send Invitations to Bid and set it up to continue sending these ITB's until the subcontractor responds. However, this can also be a negative point because once you set up a delayed ITB, it doesn't update as the subcontractors view and respond to the ITB's. So if a sub is "Not Responded" and you set up a delayed ITB to fire off every day for 5 days, and the sub responds after day 2, that sub will continue to receive ITB's for all 5 days.
Uploading drawings is quick and easy. It's especially convenient if you link to one of your cloud services such as Egnyte, Google Drive, etc.
The search tools are quick and easy and often very accessible from any page.
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
SmartBid has an excellent support team that is always at your service. Any problem I've had (when I've even had them) has been resolved almost immediately, along with tips on how to avoid them in the future. If you're looking for a program with excellent customer service, look no further than SmartBid.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
SmartBid is used by more of the contractors that we happen to do lots of work with. It has basically the same features. However, SmartBid will let subcontractors view all the jobs a general contractor is bidding, even ones we were never invited to. So it has the potential to bring more opportunities.
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
