How it works

Delta Estimating Portal

Bid pipeline & CRM. Shows Delta’s estimators what they’re bidding and when: each bid gets a slot with a name, dates and hours, beside the client account.

Live · Delta Construction

Fig.Delta’s bid pipeline: what the estimators are working on, for whom, and when.

Architecture

APeople· 2Delta’s team · Estimators
- Delta’s teamweb appUI
  UI · web app
  The people who log leads and look after client accounts.
  Talks to
  → Leads (logs)
- Estimatorstheir scheduleUI
  UI · their schedule
  Each estimator sees what they’re bidding, and when.
  Talks to
  → Estimating slots (their week)
BPipeline· 8Leads · Follow-ups · Estimating slots · Estimator profiles · Client accounts · Contacts · Interactions · Project
- Leadsstatuses you setSERVICE
  SERVICE · statuses you set
  Every bid opportunity, moving through statuses the team defines.
  Talks to
  ← Delta’s team (logs)
  → Client accounts (for)
  → Follow-ups
  → Estimating slots (scheduled)
  → Project (won)
- Follow-upscalls · emailsSERVICE
  SERVICE · calls · emails
  Calls and emails due on a lead, logged when done.
  Talks to
  ← Leads
  → Interactions (logged as)
- Estimating slotswho · dates · hoursSERVICE
  SERVICE · who · dates · hours
  A bid on the estimating schedule: which estimator, which dates, hours planned and hours actually spent.
  Talks to
  ← Estimators (their week)
  ← Leads (scheduled)
  → Estimator profiles (assigned)
- Estimator profilesspecialtiesSERVICE
  SERVICE · specialties
  Each estimator and their specialties.
  Talks to
  ← Estimating slots (assigned)
- Client accountsSERVICE
  SERVICE
  The companies Delta bids for, with their own statuses.
  Talks to
  ← Leads (for)
  → Contacts
- ContactsSERVICE
  SERVICE
  The people at each account.
  Talks to
  ← Client accounts
- InteractionstimelineSERVICE
  SERVICE · timeline
  Every call, email and meeting with an account, on one timeline.
  Talks to
  ← Follow-ups (logged as)
  → PostgreSQL (SQL)
- Projectwhen it’s wonSERVICE
  SERVICE · when it’s won
  A won lead becomes a project.
  Talks to
  ← Leads (won)
CData· 1PostgreSQL
- PostgreSQLSTORE
  STORE
  The record of leads, accounts and the schedule.
  Talks to
  ← Interactions (SQL)

Connections · 10

→ request · ⇢ webhook, queue or schedule

Delta’s team → Leads · logs
Estimators → Estimating slots · their week
Leads → Client accounts · for
Client accounts → Contacts
Leads → Follow-ups
Follow-ups → Interactions · logged as
Leads → Estimating slots · scheduled
Estimating slots → Estimator profiles · assigned
Leads → Project · won
Interactions → PostgreSQL · SQL

One flow

A lead gets an estimator

Walk through it and each step lights the parts it runs through in the drawings above.

Notes

N.1An estimating slot keeps the hours planned next to the hours actually spent, per estimator.
N.2The team sets its own lead statuses, so the pipeline uses their words.

Built by

I design, architect and build software products like this one.

naram@hey.com·See the rest of my work

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