ConstructionOnline Newsroom

New 'Estimator' Field Enhances Accountability in Opportunity Management

Control the Construction Sales Pipeline with Better Visibility using ConstructionOnline's New Estimator Field for Construction Opportunities

UDA continues its commitment to providing the industry’s leading construction project management platform with the addition of a new “Estimator” field to ConstructionOnline Opportunities. Mirroring the “Sales Representative” field, the “Estimator” field allows Company Users to assign the individual or team responsible for the initial cost estimation during the pre-construction phase within Opportunity Details. 

By assigning an Estimator to each Opportunity, construction companies can streamline communication and ensure that all stakeholders are aligned on the estimation process. Additionally, the field provides a clear point of reference, making it easier for project managers and company leadership to follow up on cost estimates, review performance, and make necessary adjustments throughout the project lifecycle.

An integral part of ConstructionOnline’s Sales Management toolkit, the Opportunities tool is ConstructionOnline’s dynamic solution for managing potential projects, allowing for thorough documentation of initial project details, the creation of project estimates & proposals, the upload of plan sets, the organization of pre-construction files & photos, and more. Once the project has been won, Opportunities can be quickly & easily converted into ConstructionOnline Projects—all of its valuable data converted with it.

To learn more about managing your future construction projects with ConstructionOnline, contact a ConstructionOnline Product Specialist today at 800.700.8321.

SEE ALL LATEST NEWS

Topics: Opportunities ConstructionOnline 2024