About BasisBoard

BasisBoard is a bid management software that helps businesses build an online bid board and track bid invitations on a centralized platform. Our bid board connects to your inbox, recognizes bid invite emails, and pulls the data into a dashboard instantly (deadlines, bidders, addendas) with zero data entry.

BasisBoard's contact management module enables contractors to store client data, organize interactions based on projects, create customer-specific tags, track submittals, and maintain a contact history.

BasisBoard generates out-of-the-box graphs and reports so you can see exactly who your best customers are instantly. No complex excel formulas, No broken calculations. No hours preparing data in a spreadsheet. Managers and team leaders can use the analytics dashboard to monitor business performance, track win ratio, and view the overall revenue generated from completed bids, among other processes.

BasisBoard integrates with various third-party email and calendar solutions, including Gmail, Outlook, iCalendar, and Office 365. It also lets employees create custom filters to track bid status based on several criteria such as undecided, accepted, submitted, estimating, declined, lost, and awarded.


Key benefits of BasisBoard

- Still tracking bid invites with a spreadsheet?: GCs bombarding you with bid invites from iSQFT, BuildingConnected, Procore, and more? BasisBoard connects to your inbox, recognizes bid invite emails, and pulls the data into a dashboard instantly (deadlines, bidders, addendas) with zero data entry.

- Eliminate manual tasks from your day-to-day: With BasisBoard, automatically decline, accept, or assign jobs based on rules you create. Make your bid board public with GCs so they can stay up to date without having to bother you.

- Send and track emails for each job: With BasisBoard, you can send proposals, respond to RFIs, ask clarifications, even invite your vendors to bid all from within your bid board. Every email is linked to each job, so you'll never lose track of communication ever again.

- Analyze your estimating trends: BasisBoard generates out-of-the-box graphs and reports so you can see exactly who your best customers are instantly. No complex excel formulas, No broken calculations. No hours preparing data in a spreadsheet.


Images

BasisBoard Software - BasisBoard bid view
BasisBoard Software - BasisBoard calendar
BasisBoard Software - BasisBoard bid dashboard
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BasisBoard video
BasisBoard Software - BasisBoard bid view
BasisBoard Software - BasisBoard calendar
BasisBoard Software - BasisBoard bid dashboard
BasisBoard Software - BasisBoard analytics

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Reviews

Overall rating

4,7 /5
(23)
Value for Money
4,6/5
Features
4,6/5
Ease of Use
4,7/5
Customer Support
5/5

Already have BasisBoard?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 23
Drew
Drew
Overall rating
  • Industry: Construction
  • Company size: 201–500 Employees
  • Used for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Better control of bids for subcontractors

Reviewed on 2020/07/01

Extremely happy and looking forward to what new features they come up with.

Extremely happy and looking forward to what new features they come up with.

Pros

This product better helps subcontractors control the work flow of their bidding process along with helping to analyze their bid data.

Cons

Nothing I am overall satisfied and there are no other products available similar to Basis.

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Saves me 5 hours of manual entry a day

Reviewed on 2020/08/21

Pros

I no longer have to manually type in bid deadlines and track my projects.

Cons

Sometimes I need to link projects together.

Alternatives Considered

BuildingConnected

Reasons for Switching to BasisBoard

BuildingConnected does not allow for customization and I have to forward too many emails, which is annoying.
Erich
Overall rating
  • Industry: Construction
  • Company size: 501–1 000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

BasisBoard is a valuable multi-tool for our Estimating Process

Reviewed on 2021/10/18

Pros

I am getting far less bid invitation emails in my Inbox thanks to BasisBoard. Emails are compiled and presented in a way that is very organized and easy to manage. The fact that it is pulling bid invites from my Inbox as well as from others on my team is helping to ensure that no potential opportunities are missed. BasisBoard is a great tool for our Estimating team to track projects throughout the estimating process while providing valuable analytics along the way.

Cons

We have experienced some difficulty when attempting to merge projects and use the revision button to update bid packages or pricing. It seems a bit cumbersome and doesn't always update the way we expect it to. However, any support we have asked for has been great. When we ask for help solving this problem, I am positive that they will work to explain and/or fix any issues we have.

Tracy
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

We Love BasisBoard!

Reviewed on 2022/02/11

Eliminated overhead, and gained efficiency with timeframe between receiving ITB's and estimators &...

Eliminated overhead, and gained efficiency with timeframe between receiving ITB's and estimators & account managers getting them on their "radar," previously it would take anywhere from 3-5 business days between receiving ITB and someone laying eyes on plans and specs, with BasisBoard that's decreased to one day, two at the most typically.

Pros

As a Specialties subcontractor in a very busy market, we typically receive well over 100 emails every day pertaining to ITB's, with many in duplicate/triplicate (or more). Typically these boil down to anywhere from 10-25 actual ITB's received every day, the majority of which we say "no" to after reviewing. Before BasisBoard, we had a person whose only role was to manually plug all ITB data into our own system, even for projects we weren't going to bid. BasisBoard essentially enabled us to eliminate the position entirely, and allows us to quickly and easily filter out the "junk" from the "treasures" without hours of needless manual data entry before getting to that point. The addition of BasisBoard's Plan Downloading feature further simplified the process, as previously the person in the role of manual data entry was also tasked with downloading all bid documents onto our own local server (meaning BasisBoard also saves us data storage space)

Cons

As someone who uses Bluebeam Revu daily, i find the navigation of plans in BasisBoard to still be somewhat tedious in comparison, but has improved since the initial release thanks to some improvements by the developers since initial implementation. A few minor additions to zoom in/out capabilities would go a long way.

Michael
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent solution to our Estimating tracking needs.

Reviewed on 2020/09/10

Pros

The software is excellent at keeping track of all of our bid requests and our proposals. Previously we used Excel, but this is so much more helpful and far easier. We really like the automated features, the reporting, filtering options, etc.

Cons

I can't say there are any negatives. Any time we had an issue or question, Customer Service was very prompt and quickly addressed it.

Showing 5 reviews of 23 Read all reviews

BasisBoard FAQs

Below are some frequently asked questions for BasisBoard.

BasisBoard offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Please contact BasisBoard directly for pricing details.

BasisBoard has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

BasisBoard supports the following languages:

English

BasisBoard supports the following devices:

We do not have any information about what integrations BasisBoard has

BasisBoard offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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