PRECONSTRUCTION
Turn early project decisions into a buildable plan.
Turn early project decisions into a buildable plan.
Turn early project decisions into a buildable plan.
Review client, project, site address, proposed dates, scope notes, and attachment fields in the proposal-entry view.
Review client, project, site address, proposed dates, scope notes, and attachment fields in the proposal-entry view.
Review client, project, site address, proposed dates, scope notes, and attachment fields in the proposal-entry view.
A STRONGER START
Build the project record before the job reaches the field.
Build the project record before the job reaches the field.
Build the project record before the job reaches the field.
Start with the proposal’s client, site, dates, scope notes, and attachments, then reopen the selected project with those facts ready for delivery review.
PRECONSTRUCTION HANDOFF
Use reviewed proposal facts to brief the selected project before delivery work begins.
Use reviewed proposal facts to brief the selected project before delivery work begins.
Define the project, connect key records, review the details, and give the delivery team one clear selected-project starting point.
01
Define
Define
Create the project, establish the scope, and assign the core team.
02
Add context
Add context
Connect the client, vendors, equipment, documents, and financial details.
03
Review
Review
Confirm dates, scope items, attachments, responsibilities, and approvals.
04
Handoff
Handoff
Prepare the selected project for active delivery by confirming the project, client, site, dates, scope notes, and attachments.
01 · DEFINE THE PROJECT
Create the project foundation once, with clear ownership from the start.
Project
Scope
Core team
CURRENT VIEW • CLIENT REGISTER • SAVED COMPANY RECORDS
CURRENT VIEW • CLIENT REGISTER • SAVED COMPANY RECORDS
CLIENT RECORDS
Keep client context close to the project record.
Keep client context close to the project record.
Keep client context close to the project record.
The Clients view keeps saved customer records available for review from the company workspace.
The Clients view keeps saved customer records available for review from the company workspace.
The Clients view keeps saved customer records available for review from the company workspace.
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Review saved client records
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Keep client details easy to find
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Return to Projects when more job context is needed
BEFORE THE FIELD HANDOFF
Confirm the client, site, proposed dates, scope, attachments, and project manager before delivery review.
Confirm the client, site, proposed dates, scope, attachments, and project manager before delivery review.
Confirm the client, site, proposed dates, scope, attachments, and project manager before delivery review.
A dependable handoff starts with complete project context—not a collection of disconnected files.
A dependable handoff starts with complete project context—not a collection of disconnected files.
01
Confirm the project brief
Review the client, project name, site address, proposed dates, scope notes, and attachments together.
02
Prepare reusable records
Check that client, project-manager, vendor, subcontractor, and equipment records are ready to reference.
03
Establish commercial context
Keep proposal and estimate context beside the project it is intended to support.
04
Hand off one source record
Give the delivery team one clear place to review the job before coordination begins.
WHAT IMPROVES
Turn reviewed proposal facts into a clearer selected-project starting point.
Turn reviewed proposal facts into a clearer selected-project starting point.
Turn reviewed proposal facts into a clearer selected-project starting point.
Standardized records make projects easier to compare, easier to hand over, and easier to control once work begins.
Earlier visibility
Surface missing project, client, date, or scope details before continuing.Cleaner project setup
Begin execution from a consistent company structure.PROPOSAL FIELD ANATOMY
Give every proposal review the same starting facts.
Give every proposal review the same starting facts.
Give every proposal review the same starting facts.
The proposal form brings project identity, client context, site, timing, scope notes, and attachments into one working record.
The proposal form brings project identity, client context, site, timing, scope notes, and attachments into one working record.
The proposal form brings project identity, client context, site, timing, scope notes, and attachments into one working record.
CURRENT KONSTRUCTO VIEW
01 · REVIEW POINT
Project and client
Name the opportunity and the customer it belongs to.01 · REVIEW POINT
Project and client
Name the opportunity and the customer it belongs to.02 · REVIEW POINT
Site
Record the construction location reviewers need to recognize.02 · REVIEW POINT
Site
Record the construction location reviewers need to recognize.03 · REVIEW POINT
Proposed dates
Show the anticipated start and end context.03 · REVIEW POINT
Proposed dates
Show the anticipated start and end context.04 · REVIEW POINT
Scope
Summarize the work included in the proposal record.04 · REVIEW POINT
Scope
Summarize the work included in the proposal record.05 · REVIEW POINT
Attachments
Keep supporting material with the proposal for review.05 · REVIEW POINT
Attachments
Keep supporting material with the proposal for review.THE REVIEW AGENDA
Give every preconstruction participant a focused question.
Give every preconstruction participant a focused question.
Give every preconstruction participant a focused question.
The same proposal supports different checks before the team moves forward.
The same proposal supports different checks before the team moves forward.
The same proposal supports different checks before the team moves forward.
01 · REVIEW POINT
Estimator
Are the opportunity facts, scope notes, and supporting files ready for detailed work?01 · REVIEW POINT
Estimator
Are the opportunity facts, scope notes, and supporting files ready for detailed work?02 · REVIEW POINT
Project manager
Do the site, proposed dates, and scope create a usable delivery briefing?02 · REVIEW POINT
Project manager
Do the site, proposed dates, and scope create a usable delivery briefing?03 · REVIEW POINT
Leadership
Is the opportunity clearly identified before a commitment is discussed?03 · REVIEW POINT
Leadership
Is the opportunity clearly identified before a commitment is discussed?04 · REVIEW POINT
Administrator
Are the client and project records correctly selected and complete?04 · REVIEW POINT
Administrator
Are the client and project records correctly selected and complete?THE COST OF MISSING CONTEXT
Make the gaps visible before they reach the next review.
Make the gaps visible before they reach the next review.
Make the gaps visible before they reach the next review.
A proposal is harder to assess when its customer, location, timing, scope, or supporting material is unclear.
A proposal is harder to assess when its customer, location, timing, scope, or supporting material is unclear.
A proposal is harder to assess when its customer, location, timing, scope, or supporting material is unclear.
01 · REVIEW POINT
Unknown customer
A missing client makes ownership and context harder to confirm.01 · REVIEW POINT
Unknown customer
A missing client makes ownership and context harder to confirm.02 · REVIEW POINT
Unclear location
A vague site leaves reviewers without the setting for the work.02 · REVIEW POINT
Unclear location
A vague site leaves reviewers without the setting for the work.03 · REVIEW POINT
Uncertain timing
Missing proposed dates weaken the delivery discussion.03 · REVIEW POINT
Uncertain timing
Missing proposed dates weaken the delivery discussion.04 · REVIEW POINT
Buried scope
Unstructured notes make it difficult to see what the proposal covers.04 · REVIEW POINT
Buried scope
Unstructured notes make it difficult to see what the proposal covers.05 · REVIEW POINT
Missing support
Absent attachments separate evidence from the proposal under review.05 · REVIEW POINT
Missing support
Absent attachments separate evidence from the proposal under review.PROPOSAL SETUP SEQUENCE
Move from basic project context to lines and review.
Move from basic project context to lines and review.
Move from basic project context to lines and review.
Use each proposal stage to prepare a clear record for the team taking the project into delivery.
Use each proposal stage to prepare a clear record for the team taking the project into delivery.
Use each proposal stage to prepare a clear record for the team taking the project into delivery.
01 · STEP
Select the project
Choose or name the opportunity being proposed.01 · STEP
Select the project
Choose or name the opportunity being proposed.02 · STEP
Select the client
Attach the proposal to the correct customer context.02 · STEP
Select the client
Attach the proposal to the correct customer context.03 · STEP
Add site and dates
Record the location and proposed timing.03 · STEP
Add site and dates
Record the location and proposed timing.04 · STEP
Add scope and attachments
Describe the work and keep supporting material with it.04 · STEP
Add scope and attachments
Describe the work and keep supporting material with it.05 · STEP
Continue to Lines and Review
Continue to Lines and Review once the basic proposal information is ready.05 · STEP
Continue to Lines and Review
Continue to Lines and Review once the basic proposal information is ready.REUSABLE COMPANY CONTEXT
Prepare the records proposals repeatedly reference.
Prepare the records proposals repeatedly reference.
Prepare the records proposals repeatedly reference.
Company-level context helps the team start a new opportunity with recognizable construction records.
Company-level context helps the team start a new opportunity with recognizable construction records.
Company-level context helps the team start a new opportunity with recognizable construction records.
01 · REVIEW POINT
Client
Use an existing customer record when preparing the proposal.01 · REVIEW POINT
Client
Use an existing customer record when preparing the proposal.02 · REVIEW POINT
Vendor or subcontractor
Keep partner context available for related preconstruction questions.02 · REVIEW POINT
Vendor or subcontractor
Keep partner context available for related preconstruction questions.03 · REVIEW POINT
Project manager
Identify the person expected to own the project context.03 · REVIEW POINT
Project manager
Identify the person expected to own the project context.04 · REVIEW POINT
Equipment
Review available equipment records when the opportunity requires that context.04 · REVIEW POINT
Equipment
Review available equipment records when the opportunity requires that context.05 · REVIEW POINT
Project
Create or select the job that anchors subsequent review.05 · REVIEW POINT
Project
Create or select the job that anchors subsequent review.REVIEWED CONTINUITY
Reopen the selected project with the proposal facts that frame the next decision.
Reopen the selected project with the proposal facts that frame the next decision.
Reopen the selected project with the proposal facts that frame the next decision.
Re-establish context from the project, client, site, dates, scope notes, and attachments before delivery work begins.
Re-establish context from the project, client, site, dates, scope notes, and attachments before delivery work begins.
Re-establish context from the project, client, site, dates, scope notes, and attachments before delivery work begins.
01 · REVIEW POINT
Identity
Confirm the project and client when moving from proposal to project review.01 · REVIEW POINT
Identity
Confirm the project and client when moving from proposal to project review.02 · REVIEW POINT
Location and timing
Recheck the site and dates in the appropriate project context.02 · REVIEW POINT
Location and timing
Recheck the site and dates in the appropriate project context.03 · REVIEW POINT
Scope
Use the proposal scope as a reviewed briefing, then confirm the current project record.03 · REVIEW POINT
Scope
Use the proposal scope as a reviewed briefing, then confirm the current project record.04 · REVIEW POINT
Active coordination
Open project Coordination or RFIs for live questions rather than treating the proposal as the active log.04 · REVIEW POINT
Active coordination
Open project Coordination or RFIs for live questions rather than treating the proposal as the active log.FOUR PRACTICAL SCENARIOS
Use one proposal to review a new opportunity, a date revision, a scope clarification, or the delivery brief.
Use one proposal to review a new opportunity, a date revision, a scope clarification, or the delivery brief.
Use one proposal to review a new opportunity, a date revision, a scope clarification, or the delivery brief.
Each scenario starts with the same visible fields but asks a different construction question.
Each scenario starts with the same visible fields but asks a different construction question.
Each scenario starts with the same visible fields but asks a different construction question.
01 · REVIEW POINT
New-client proposal
Confirm the customer, project, site, dates, scope, and supporting files.01 · REVIEW POINT
New-client proposal
Confirm the customer, project, site, dates, scope, and supporting files.02 · REVIEW POINT
Date revision
Review the proposed timing and clarify which proposal version is being discussed.02 · REVIEW POINT
Date revision
Review the proposed timing and clarify which proposal version is being discussed.03 · REVIEW POINT
Scope clarification
Use the scope notes and attachments to frame what is included.03 · REVIEW POINT
Scope clarification
Use the scope notes and attachments to frame what is included.04 · REVIEW POINT
Delivery briefing
Give the project manager a concise view of the reviewed opportunity context.04 · REVIEW POINT
Delivery briefing
Give the project manager a concise view of the reviewed opportunity context.BRING A REAL PROPOSAL
Review the opportunity before it becomes a delivery question.
Review the opportunity before it becomes a delivery question.
Review the opportunity before it becomes a delivery question.
Use one familiar proposal to test whether the right people can see the facts and support they need.
Use one familiar proposal to test whether the right people can see the facts and support they need.
Use one familiar proposal to test whether the right people can see the facts and support they need.
01 · REVIEW POINT
Choose the opportunity
Bring a current or recent construction proposal.01 · REVIEW POINT
Choose the opportunity
Bring a current or recent construction proposal.02 · REVIEW POINT
List the reviewers
Identify estimator, project manager, leadership, and administrator needs.02 · REVIEW POINT
List the reviewers
Identify estimator, project manager, leadership, and administrator needs.03 · REVIEW POINT
Gather the evidence
Bring the client, site, dates, scope, and attachments checked today.03 · REVIEW POINT
Gather the evidence
Bring the client, site, dates, scope, and attachments checked today.04 · REVIEW POINT
Name the handoff
Describe the project review that should follow the proposal discussion.04 · REVIEW POINT
Name the handoff
Describe the project review that should follow the proposal discussion.Start the next project with a clearer record.
Start the next project with a clearer record.
Start the next project with a clearer record.
Bring client, project, dates, scope notes, and attachments into one focused proposal entry flow.
Get Started
PRECONSTRUCTION FAQ