Package Details

The BOLDBuild Basic Package (SMB offer) is designed specifically for businesses looking to modernize their construction company by streamlining their internal processes. BOLDBuild Basic Package provides small construction firms with the ability to claim their stake in the market. 

  • BOLDBuild Basic Price: $85/user/month  
  • User Limit: 25 users
  • BOLDBuild Basic Configuration and Setup  Price: $13,000

BOLDBuild Basic Setup 

  • Power App instances

    App setup (based on license) 

  • Power Automate Flow 

  • Integration setup (*MSFT Teams integration, *Email integration, *Office 365 integration, *Document integration)

    (*Email initial setup is not included)

  • Roles and Security 

  • Service accounts setup 

BOLDBuild Basic Configuration

  • Services 

  • Service types 

  • Project team 

  • Stakeholder (Owner Team) 

  • Integration setup for Wrike or Project online (*additional license apply)

BOLDBuild Basic Document Management 

  • Folder structure setup 

  • Setup basic templates 

    1 Customer proposal template setup    1 RFI template  1 Submittal template  1 Change order template  1 Purchase order template

BOLDBuild Basic Data Setup

i. Cost Class  

  • Labor   
  • Equipment  
  • Subcontractor 
  • Material 
  • Travel 
  • Other 

ii. Class codes  

  • Initial setup of 150 cost codes (customer to provide excel with mapping to Cost Classes)  

iii. Trades   

Product Setup

  • Product catalog   
  • Import (Product catalog – customer to provide in a formatted excel based on the template)   
  • Price lists:  1 price list setup for all products    
  • Setup sample example data for customer (Opt-in*)    

BOLDBuild Basic Reports and Dashboards 

  • Sales analytics dashboards 

  • Labor hours dashboard 

  • RFI and submittals dashboard 

  • Dailies review dashboard 

BOLDBuild Basic End User Training ​

BOLDBuild (a maximum of one admin training session)

  • Setup services   
  • Scope of work 
  • Inclusions and exclusions     
  • Project teams   
  • Project tasks     
  • Miscellaneous item setup      

i.  BOLDBuild Basic Training: 

  • Lead to opportunity conversion  
  • MS projects integration  
  • Vendor Qualification Application  
  • Document structure  
  • Submittals  
  • RFI   

ii. Walkthrough Sales App, this includes:  

  • Account  
  • Contact  
  • Lead  
  • Opportunity  
  • BB bid  
  • Sites  
  • Service types  
  • Scope of work  
  • Inclusions and exclusions   
  • Tasks   

 iii. Walkthrough Project Management App, this includes:   

  • Pre-construction related activities 
  • Contract related activities  
  • Project related activities  

iv. Walkthrough Foreman and Field Admin Applications, this includes: 

  • Time entry  
  • Daily submission 

BOLDBuild Standard Contract Management

  • Contract creation from the estimates

  • Full contract creation only

  • Setup of projects and budgets associated with the project based on estimates

Add-ons To Make Everything Spot On

Add our add-on features to customize your plan so that all your needs are met completely. BOLDBuild can be personalized to meet the specific needs of any construction business. 

Inclusions

  • Review existing application with customer   
  • Discuss and finalize scope for bidding application  

Exclusions

(*Extra add-ons: priced separately) 

  • Approval process  
  • Form layout  
  • Field modifications    
  • Notifications (Alert – Action based alerts and notifications setup)
  • Review basic changes to the dashboards and reports 
  • Quarterly review for the following:
    1. User adoption
    2. Reporting needs
    3. System Health check
    4. Onboarding and user training help
  • Integration with Accounting Systems
    1. Add-on (QuickBooks, NetSuite, Business Central, Dynamics 365 Finance and Operations, Foundation, SAP)
    2. Set up master data from accounting / ERP system (POs, Invoices, Cost codes, Classes, Work Orders)
  • Integrations with existing estimation tools
  • Integration with Visualization
  • Other third-party systems:
    1. Custom integrations
Migrate data from existing email system to Office 365
Migrate data from existing accounting system to Dynamics or another system
Migrate data from existing applications to BOLDBuild

Still confused? Talk to Sales! Or schedule a free demo to see first-hand what BOLDBuild can do for you!