BasisBoard

BasisBoard is a bid tracking and management software designed specifically for subcontractors and material vendors in the construction industry. It aims to provide a collaborative workspace for tracking bids, automating administrative tasks, managing communication, and analyzing estimating trends. According to the vendor, BasisBoard caters to companies of all sizes, from small businesses to large enterprises. It is commonly used by subcontractors, material vendors, estimators, and project managers to streamline their bidding process and improve efficiency.

Key Features

Bid Tracking and Coordination: According to the vendor, BasisBoard simplifies bid tracking by automatically connecting with users' inboxes, sorting bid invite emails, and organizing them into opportunities on a user-friendly dashboard. It offers a bid calendar feature that can sync with popular calendars, preventing multiple estimators from bidding on the same job.

Vendor and Contact Management: BasisBoard allows users to seamlessly track all communication by saving company and contact information when bid invites are received. Users can send quote requests to vendors and easily organize their responses by project. The software also enables users to send and track submittals, RFIs, and clarifications in one central location.

Estimating Analytics: According to the vendor, BasisBoard provides users with out-of-the-box graphs and reports to gain insights into their company's win ratio and team performance. Users can create custom fields for more detailed analysis and track reasons for lost bids to improve their bidding strategy.

Email Communication and Tracking: BasisBoard enables users to send proposals, respond to RFIs, ask for clarifications, and invite vendors to bid directly from within the bid board. According to the vendor, every email is linked to the corresponding job, ensuring seamless communication tracking. Users can also easily search through their database for company and contact information.

Collaborative Workspace: According to the vendor, BasisBoard offers a collaborative workspace where users can tag team members to discuss project specifics, estimating progress, or leave reminders. It aims to provide a centralized platform for team communication and coordination.

Automated Data Entry: BasisBoard claims to eliminate manual data entry by automatically extracting bid due dates, addendas, and RFIs from bid invite emails. The vendor states that this feature can save users time and reduce the risk of errors.

Customizable Tags: According to the vendor, BasisBoard allows users to create custom tags to flag core customers and organize their boards according to their specific needs. This feature aims to help users effortlessly categorize and filter information, enhancing their workflow.

Data Security and Backup: BasisBoard claims to prioritize data security by encrypting all stored data with TLS and performing regular backups. According to the vendor, this ensures the highest level of data protection.

Integrations: BasisBoard can seamlessly sync with popular calendar platforms such as Google, Office 365, and iCloud Calendar, according to the vendor. This integration aims to maximize productivity by keeping the bid calendar up to date and in sync with users' existing tools.

User-Friendly Interface: According to the vendor, BasisBoard provides a user-friendly experience with its simple-to-use dashboard and intuitive design. The software aims to cater to subcontractors and material vendors of all skill levels, reducing the need for extensive training.