Precon research finished before the kickoff meeting.
Capveon pulls what your company already knows about the owner, the engineer and similar jobs out of the CRM, ERP and estimating system into one brief before estimating starts.
Cranes over the Folsom Dam auxiliary spillway under construction, California. U.S. Army Corps of Engineers, Sacramento District.
Everything you need to know about the job is in your systems. Nobody can get it out in time.
You have worked for this owner before. You have bid against this engineer's specs. Three similar jobs are in the ERP with real costs and real change orders. The estimator has a PDF and a deadline, so the estimate starts from zero.
How it runs
A person on your team approves before anything is written to a system you run.
- Identify
Owner, engineer of record, delivery method, funding and schedule, from the documents and the public record.
- Recall
Every past job, bid and contact with this owner and this engineer, from the CRM, ERP and estimating system.
- Compare
Similar jobs by scope and size: estimated versus actual cost, change orders, subs and vendors used, crew productivity.
- Assemble
One brief with every figure linked to the system and record it came from.
- Prefill
Quantities, assemblies and vendor lists into the estimating system as a starting point. The estimator edits.
What goes in
- The solicitation and drawings
- Job history and costs from your ERP
- Past bids from your estimating system
- CRM accounts, contacts and notes
What comes out
- Pursuit brief with owner, engineer and history
- Comparable jobs with actual performance
- Suggested subs and vendors from past jobs
- Prefilled estimate starting point
What it produces
Every field links to where it came from.
Pursuit brief, water treatment plant improvements
Assembled from five systems.
- Owner
- Two previous jobs, both on schedule, one with a $410k change order on unforeseen conditions
- Engineer
- Bid against their specs four times, won twice
- Comparable jobs
- Three, average margin 9.4 percent versus 11 percent estimated
- Subs used
- Same electrical sub on all three; coatings sub changed after job two
- Flag
- Owner's last two projects had liquidated damages above your usual threshold
Estimating system prefilled with assemblies from the closest comparable job.
Works with what you already run
- HCSS HeavyBid
- Viewpoint
- Procore
- Salesforce
- SharePoint
- Outlook
Questions
- Our job history is messy. Does that matter?
- It is the normal case. Capveon resolves the same owner, engineer and job under different names across systems, and flags what it cannot reconcile rather than guessing.
- Does it write the estimate?
- No. It gives the estimator a starting point built from your own past work, with every figure traceable. The estimator owns the number.
Usually next
The first workflow takes an afternoon, not a quarter.
Tell us the systems you run and the process that wastes the most time. We connect to them read-only and build the first version with your team in an hour or two, without replacing anything.