Dashboard

The bidding command center β€” bid more, win more, spend less.
Greg β€’ Estimator
G
Wells Fargo β€” Melissa, TX
GC: C.A. Walker Β· 87 pp plan set Β· Validation target $52,510
Scope completeness41%
FLOW: β‘  Find work β†’ β‘‘ Plans β†’ β‘’ Scope β†’ β‘£ Takeoff β†’ β‘€ Proposal Mock data β€” swap on server
πŸ”’ Internal build view β€” this dashboard (incl. Greg session capture & validation targets) is for us building the tool. It is not what a contractor-client sees. Client-facing screens are Find, Scope, Takeoff & Proposal.

Active validation bid

$52.5k
Melissa WF β€” reproducing Greg's number

Scope ledger

β€”%
Greg session 2026-07-09

Plan pages indexed

87
12 priority millwork sheets

Pricing inputs

Next
Slab $ Β· per-LF Β· markup
Greg session capture 2026-07-09 saved πŸ”’ INTERNAL

Confirmed in room

Plan topology (break / work / teller)βœ“
7Γ— Hafele grommets β€” hardware $, shop drillsβœ“
CPU / forms / work bins β†’ GC excludedβœ“
Cabinet takeoff: LF + boxes + HΓ—D from elev.βœ“
Material takeoff bar (M-04 ceiling, M-05 fluted)βœ“
Wrap-up: 2026-07-09-session-3-greg-wrap-up.md

Next session β€” pricing block

Dolomites slab $ Γ— 2.25 β†’ $13,228Q1–Q4
Per-LF vs rule-of-three Β· MW + cabinetsQ2, Q7
Markup % and material/labor splitQ3, Q8
M-04 portal SF Β· M-05 panel countTakeoff
Remaining hardware countsQty
Workflow Melissa exemplar

β‘  Plans ingested

PDF uploaded Β· sheet index built Β· G0.16 + A6/A7/A9 priority pages flagged
View plan index β†’

β‘‘ Scope review

Topology from floor plan Β· hardware vs holes Β· exclusions Β· sheet refs on every line
Open scope ledger β†’

β‘’ Takeoff β†’ proposal

Footages first (17 LF teller, 3 slabs, 80 LF sill) Β· then Greg's pricing Β· export proposal
View takeoff roll-up β†’

Bid economics (target state)

Opportunities found
128
Passed fit score
71
Scope complete β†’ bid
24
Won
6
New lever: Scope Review catches missed hardware & plan items before pricing β€” Greg validated grommets, GC exclusions, and cabinet takeoff format on Melissa.
Live opportunities DEMO FEED β€” will pull from Texas ESBD + aggregators
AllMillwork CaseworkCountertops DFW
FitProjectGCValueDue
Cherry-pick a job β†’ it drops into Pipeline β†’ Leads. Fit score ranks by profitability & winnability, so you only spend estimator hours on jobs worth bidding.
Real sources (Phase 6): Texas ESBD (no login Β· filter NAICS 337110 + millwork/casework Β· CSV export) Β· govcb/Zabalist Β· ConstructConnect Β· Dallas ISD (Bonfire) Β· FWISD Β· CivCast Β· city/ISD portals. This demo feed is a placeholder for that live scrape.
Constructability clashes across every sheet β€” GC emails & one-page briefs

Plan set β€” Wells Fargo / Melissa

πŸ“„
wells-fargo-melissa-plans-2025-08-22.pdf
87 pages Β· click to open or drop PDF
Reading order (Greg's protocol): G0.16 finish schedule β†’ floor plan topology β†’ elevation keys (A6) β†’ millwork details + A7.11 hardware schedule β†’ specialty (A9).
PDFs live in prototype/plans/ β€” loaded in Edge/Chrome. Use Open PDF to replace; view persists in browser.

Priority millwork sheets

Recent
/ β€” 100%
Loading plan set…
Click a priority sheet β€” specs Β· scope Β· concerns Β· materials below.
Job roll-up & all constructability concerns (click to expand)
Extracted quantities (from plans)
17 LF
Teller quartz (MW-4)
3
Dolomites slabs
80 LF
Sill MW-7 Γ— 5"
~31 LF
PLAM counters BOH
Constructability concerns β€” β€” catch before fab
Clashes logged on the sheet where they appear β€” RFI owner assigned so nothing rolls downhill unsigned.
All Millwork Cabinets Countertops Hardware Open only Excluded
Estimator legend Greg Β· spreadsheet-ready β€” LF Β· shelves Β· base add-ons Β· specialty Β· cross-schedule
Schedule reconciliation completeness
Click legend row β†’ jump plan pages Β· KB bid-section-legend.md Β· cross-schedule-reconciliation.md Β· Greg spreadsheets incoming Β· ~5 missed items β†’ melissa-missed-millwork-items.md
Plan topology read floor plan first
Hardware roll-up partial Greg βœ“
Hardware β‰  holes. Hafele/Doug Mockett on A7.11 = priced line items. Pre-count from A9.00 + A7.11 Β· detail in KB wells-fargo-melissa-hardware-qty-v1.md
Scope ledger β€”
IDItemTypeQtySheetBid lineStatus

Exclusions (not in our $)

Greg sign-off

Check items as Greg confirms. Scope must reach 100% before final pricing lock.
Validation target$52,510
Job roll-up (Melissa)
Countertops
Cabinet runs
Supplier quotes
Greg rules
$30,982
Millwork
$8,300
Cabinets
$13,228
Countertops
$52,510
Bid total
Adjust slab $ on Countertops tab β€” demo total updates live. Greg's target: $52,510.

Scope β†’ bid line trace

Proposal lineKey scopeSheetsStatus
Millwork $30,982Teller, check desk, Brand Beacon, media wall, slat wall, open shelving, datum, ceiling, portalA6.01–03, A7.04–13, A7.17, A9.00Scope β€”
Cabinets $8,300Break 125, work 122 casework, FOH printerA6.02–03, A7.10–11BOH takeoff βœ“
Countertops $13,228MW-4 quartz (teller, check desk, welcome), MW-2 PLAM, MW-7 sillA9.00, A7.15, A7.17, A4.00Footages βœ“
FRISCO BROS
Architectural Millwork & Casework Β· Frisco, TX
Proposal Β· Project 1224-100
Sept 30, 2025
Valid 30 days

Wells Fargo β€” Melissa, TX Branch

Prepared for: C.A. Walker Construction
Sheets: A7.04–13, A9.00 Β· 58% scope confirmed
ScopeAmount
Millwork β€” teller, check desk, Brand Beacon (A6.01), media wall, slat wall (A6.02), open shelving, datum, portal, install
Trash enclosure on vestibule elev β€” excluded this job		 $30,982
Cabinets β€” break room, work room, FOH storage
Sheets: A6.02–03, A7.10–11		 $8,300
Countertops β€” Viatera Dolomites quartz, PLAM BOH, HIMACS sill
17 LF teller Β· 3 slabs Β· 80 LF sill Β· footages validated		 $13,228
Total Bid$52,510
Included: millwork hardware per A7.11 schedule (hinges, locks, slides, grommets where specified), blocking for datum/brackets, PLAM & quartz per MW schedule.
Excluded: BRG glass & deal trays, etched glass MW-14, WF vendor equipment & furniture, CPU/forms/work bins (GC), room door hardware (G0.10), field verify, paint/stain finishing.
Assumption: bid per plan dimensions β€” building not constructed at bid time.
Proposal pulls from Scope Review + takeoff β€” every line traceable to a sheet. Export PDF or email to GC from your BidForge outbox when pricing is reconciled.

Leads 3

Validating

Wells Fargo Melissa Scope Β· pricing pending
Denton Fire Station #6 CORE spreadsheet Β· quote demo

Submitted

Medical Plaza β€” Reception MW$118k Β· due answer 7/18
Union Bank Branch Refresh$64k Β· awaiting GC

Won

Cherry-pick from Find Contracts β†’ jobs land in Leads. When you win, assign a project manager β€” they own delegation and completion on task orders, prep decks, and purchase sheets (same takeoff record).
πŸ—οΈ After you win β€” one job record powers execution: task orders, prep decks, purchase sheet, cut list, shop drawings (GC submittal), and schedule. All computed from the bid takeoff β€” no re-entry. Mock data today; Greg's numbers on server.

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Project manager

Owns delegation, milestones, and job completion β€” task orders roll up here.

Milestones

Shop completeβ€”
Install on siteβ€”
Contractβ€”
Overview
Task orders
Prep decks
Purchase sheet
Cut list
Shop drawings
Job file
Schedule
Every constructability clash flagged on a plan sheet rolls up here. Use Email GC or a One-page brief to explain the issue from your trade perspective β€” budget allowance, fab hold, and schedule impact β€” before it rolls downhill unsigned.
All Open only High severity RFI sent
πŸ’‘ Concept β€” when a new contractor gets the app, they self-onboard with a short interview (the same idea as Greg's sessions, but self-serve). It seeds pricing defaults, preferred suppliers (POC Β· email Β· catalog scan), and unlocks bookkeeping & tax strategy later. Rule: keep it short β€” never tedious.

Contractor onboarding interview

β‰ˆ 5 min Β· 6 questions
Tell us who you are and your numbers β€” then the tool tailors pricing to your shop.