HomeUse casesBid packages to briefs, takeoffs and submittals

In pilotOperations & purchasing, Sales & customer service

Bid packages to briefs, takeoffs and submittals

Send a bid package and get back a bid brief with flags and RFI questions, a takeoff skeleton by CSI section, and draft submittal plans in your own Word format.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative exchange with sample data. Your agent works on your own systems and records.

Good for: Operations & purchasing, Sales & customer service
Industries: Construction & trades

Submittals agentWorkspace
Sample data

Here is the RFP package for the new task order. What do we need to bid it?

Bid brief ready. Proposal due in 12 days, bid bond 20%. Two flags with RFI questions:
  • Specification calls for 5,000 psi concrete; the drawings note 4,000 psi.
  • Liquidated damages appear twice with different daily amounts.
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Reads the whole packageRFP, specifications and wage decision, added to your workspace.
  2. Writes the bid briefDates, bonds, insurance, liquidated damages, what the proposal must contain, submittals owed, and a go or no-go read.
  3. Flags contradictionsPlaces where the package disagrees with itself, each with the RFI question to send.
  4. Builds the takeoff skeletonEvery scope item by CSI MasterFormat section with unit and estimating search phrase. Quantities only when the documents state them.
  5. Drafts the submittalsQuality control, accident prevention, environmental and waste plans, filled into your own Word templates, with unknowns highlighted.

SYSTEMS IT CONNECTS

Works with what you use.

  • Luminorix workspace
  • Word (DOCX)
  • PDF

Email intake from your authenticated addresses is in build.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Unknowns highlighted

Anything the documents do not state is marked to confirm, never invented.

Signatures stay blank

Signature lines are left for your team.

Your workspace only

Packages and results stay in your company’s workspace, open to the people you invite.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.