Overview
What is 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...
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
Alternatives Pricing
Product Details
- About
- Tech Details
What is 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.
BasisBoard Features
- Supported: Historical Database
- Supported: Project Management
- Supported: Reporting/Analytics
- Supported: Subcontractor Management
- Supported: Quotes/Estimates
- Supported: Bid Management
- Supported: Collaboration Tools
- Supported: Cost Database
- Supported: Document Management
- Supported: File Sharing
- Supported: Proposal Management
- Supported: RFP Management
- Supported: Third Party Integrations
- Supported: Version Control
- Supported: Client Tracking
- Supported: Sales Pipeline Management
- Supported: Activity Dashboard
- Supported: Calendar Management
- Supported: Task Management
- Supported: Customer Management
- Supported: Supplier Management
BasisBoard Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Web-Based |
Comparisons
Compare with
Reviews
Community Insights
- Business Problems Solved
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.