Name: BasisBoard
Author: Basis Construction Inc.

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Service Mesh

Development

Alumni Management

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Cloud Cost Management

Cloud Storage

Database Performance Monitoring

Email Verification

Fraud Detection

IP Address Management (IPAM)

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed IT Service

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Network Simulation

NoSQL Databases

Rack Servers

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Digital Rewards

Email Marketing

Marketing Automation

Online Proofing

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

API Security

File Integrity Monitoring

Security Orchestration, Automation and Response (SOAR)

Security

Animation

Construction Management

Debt Collection

ID Card

Last Mile Delivery

Municipal

Vertical-Specific

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### Bid Management
Users have consistently highlighted BasisBoard's bid management functionality as a standout feature, emphasizing its ability to streamline the bidding process and enhance project organization. The platform's intuitive interface and automated bid tracking have been commended for simplifying bid management tasks and improving efficiency. Additionally, users appreciate the analytics tools provided by BasisBoard, which offer valuable insights into bid performance and help in making informed decisions.

### Estimating Tools
Users consistently praise BasisBoard's estimating tools for streamlining the bid tracking process and enhancing project management within the Estimating department. The software's capabilities have been described as pivotal and impactful, with users highlighting its efficiency in managing project inquiries and providing valuable analytics. Additionally, reviewers appreciate the prompt assistance from the company's team members, further solidifying BasisBoard's reputation as a reliable tool for estimating processes.

### Project Organization
Users consistently highlight BasisBoard's project organization as a standout feature, praising its ability to streamline project tracking, manage bid invitations efficiently, and provide valuable analytics throughout the estimating process. While some users have encountered challenges with merging projects and updating bid packages, the overall sentiment leans towards the platform's effectiveness in keeping projects organized and enhancing the bidding process. The software's user-friendly interface and customizable features contribute to its appeal, making it a valuable tool for subcontractors and suppliers looking to improve their bid efforts' organization and timeliness.

### Communication and Invites
Users across various industries have expressed high satisfaction with BasisBoard's communication and invites functionality. The platform's ability to consolidate bid invitation emails from multiple sources into a single, organized location has been particularly lauded. Users appreciate the efficiency gained from having bid-related emails intelligently processed and presented for easy collaboration and decision-making. The consensus leans heavily towards BasisBoard significantly improving email management and bid invitation handling processes for teams and individuals alike.

### Email Management
Users appreciate the efficiency gained in email management with BasisBoard, particularly in reducing the time between receiving bid invites and having them reviewed by relevant team members. The platform's ability to consolidate bid invite emails from multiple sources into a single, organized location has been well-received, simplifying the process and avoiding duplication. While some users have noted occasional confusion in the system due to email forwarding, the overall consensus leans towards positive feedback on the ease of use and organization provided by BasisBoard's email management features.

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.

BasisBoard has proven to be a valuable tool for users at IDSL, with its seamless integration into the Estimating department. By eliminating manual spreadsheet management, the software has significantly increased efficiency by reducing the time between bid invitations and their review by estimators and account managers. Users have found BasisBoard easy to use, appreciating its organized display of all relevant bid analytics in one place. Additionally, the exceptional customer support provided by BasisBoard has been praised, with the team going above and beyond to set things up, provide training, and incorporate user feedback into the product. 

The software's ability to track and log submitted bids, as well as send reminders for follow-ups, has been highly beneficial to daily operations. This feature allows estimators to stay on top of their bids and ensures that no opportunities slip through the cracks. Overall, BasisBoard has improved organization and efficiency for estimators at IDSL. As a result of its success within the company, BasisBoard is recommended to subcontractors and suppliers who struggle with bid organization and timeliness.

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Construction Takeoff and Estimating Software

BasisBoard

Overview

What is BasisBoard?