New Project Entry
PROJECT
INTAKE
INTAKE
One form. Full lifecycle. Every field here triggers downstream automation — LiaM estimation, trade partner RFQs, document generation, and scheduling. Fill what you know. Flag what you don't.
Load Existing or Start New
Select a pipeline project to update it, or leave blank to create new.
Lead
Bid / Estimate
Proposal
Contract
Pre-Con
Active
Closeout
Final Pay
01
Project Identity
02
Scope & Financials
Framing
Windows
Doors
Millwork
Trim
Siding
Minor Roofing
Demo
Drywall
Paint
Flooring
Concrete
LiaM Auto-Trigger: If project type is Tribal / HUD / NAHASDA, LiaM automatically applies the $90/hr prevailing wage rate and flags Davis-Bacon certified payroll requirements.
03
Trade Partners Required
Which trades need to be subbed out? The system will auto-generate RFQs to your confirmed trade partners.
Electrical
Plumbing
HVAC
Roofing
Concrete
Abatement
Testing
Painting
Flooring
Landscaping
Fire Protection
Low Voltage
CompanyTradeContactRate Basis
Known network: Goat Roofing (2BR: $9,810 / 4BR: $11,518) · Adams & Wendt Testing ($268.85/unit) · KES Abatement (pending) · D&M Electric (future integration).
04
Schedule & Timeline
05
Documents Required
Check every document type this project will need. The system generates templates automatically.
✓
Estimate / SOV
✓
Proposal
✓
Contract
✓
Insurance Certificate
✓
Permit Application
✓
Pay Application
✓
Change Order Template
✓
Certified Payroll (DB)
✓
Submittal Log
✓
RFI Log
✓
Punch List
✓
Closeout Package
✓
Lien Waiver
✓
Photo Documentation
✓
Daily Field Report
✓
Safety Plan
06
Internal Intelligence