Bid intake and documents
RFPs, RFQs, drawings, emails and job files arrive through different routes. Time gets spent organising inputs before estimating can properly start.
Commercial roofing · estimating capacity
Handle more bids with the estimating team you already have.
CLAROS helps commercial roofing teams reduce manual work around bid intake, estimating preparation, document handling and handoffs. We build around the systems already in place, starting with one measurable workflow.
One workflow, connectedOperational layer
01RFP / RFQ
02Documents
03Requirements
04Estimate
05Review
CLAROSStructure inputs · surface gaps · route next actions
01Existing systems stay in place
02One workflow first
03Measured before and after
Where capacity gets lost
The estimator bottleneck is often everything around the estimate.
The goal is not to automate professional judgement. It is to remove avoidable coordination and administrative work so estimators can spend more time estimating.
Missing information
Requirements, scope gaps and unanswered questions are often discovered manually and at different points in the process.
Status and next actions
People chase bid status, answers, approvals and files across inboxes, spreadsheets and operational systems.
Estimator to production handoff
Once work moves forward, scope, documentation, materials and customer commitments need to reach the next team cleanly.
Example estimating flow
Keep the judgement human. Improve the movement around it.
Scope, pricing and customer commitments remain under human control. The workflow layer handles structure, routing, reminders and exceptions around those decisions.
01RFP / RFQ→
02Documents→
03Requirements→
04Estimate→
05Review→
06Production handoff
CLAROS workflow layerOne clear next action from the information already moving through the business.
Collect & structure inputsSurface missing informationRoute approvals & next actionsExpose exceptions before they block work
Built around your stack
Not another roofing platform.
We do not ask the team to rip and replace estimating, CRM, accounting or field tools. We connect the handoffs and decision points between them so the right work reaches the right person at the right time.
Estimating
CRM / job management
Email
Documents
Accounting
Field / photos
CLAROSWorkflow layer
How we start
One measurable workflow before a bigger transformation.
Start where capacity or margin is most visible. Prove the workflow, measure the result, then expand only where it makes operational sense.
Map the workflow
Follow one real bid from intake to the next operational handoff and identify where people are moving information manually.
Establish the baseline
Agree what matters: turnaround time, administrative touches, blocked bids, estimator hours or another measurable operating signal.
Build around the current stack
Connect the relevant systems and add the smallest useful layer that removes repetitive work and surfaces the right next action.
Measure what changed
Compare the workflow against the baseline before expanding into adjacent estimating, production, finance or reporting processes.
If estimating is not the constraint
Start with the operational seam closest to capacity or margin.
For some commercial roofing teams that is sold-to-production readiness, PM administration, daily reporting or exception management. The principle stays the same: one bounded workflow, built around the current systems, with a measurable outcome.
Commercial roofing · one workflow first
Have an estimating workflow worth pressure-testing?
Send us the workflow that is consuming estimator or PM time. We will start by understanding how it runs today and where the first useful intervention could sit.
Talk to CLAROS →