Estimating
Michael Creel
Bid Pipeline
Estimates
✉ ITB / RFQ
✓ Tasks
Reports
⬡ B2W Resources
⚙ Settings
Pipeline Value
$4.8M
7 active opportunities
Avg Bid Size
$686K
Across all stages
Win Rate
38%
Above industry avg
Due This Week
—
Calculating…
Lead 4
Hwy 41 Paving Improvements
GDOT
$1,200K
Transportation · Public · GC
Due Jun 12, 2025 · 2:00 PM
Est: Michael Creel
LeadB2W ✓
Roswell Rd Intersection Rebuild
City of Sandy Springs
$875K
Transportation · Public · GC
Due Jun 28, 2025 · 3:00 PM
Est: Michael Creel
LeadB2W ✓
SR 120 Bridge Repair Phase 2
GDOT District 7
$2,100K
Bridge & Structures · Public · GC
Due Jul 15, 2025 · 2:00 PM
Est: Michael Creel
LeadB2W ✓
Peachtree Industrial Blvd Milling
Gwinnett County
$185K
Transportation · Public · Sub
Due Jul 8, 2025
Est: Michael Creel
LeadB2W ✓
Estimate 3
Northside Dr Water Main Reloc.
City of Atlanta
$540K
Water & Sewer · Public · Sub
Due May 30, 2025 · 2:00 PM
Est: Michael Creel
EstimateB2W ✓
Cumberland Pkwy Drainage
Cobb County DOT
$320K
Transportation · Public · GC
Due May 22, 2025 · 2:00 PM
Est: David Creel
EstimateB2W ✓
Vinings Estates Storm Sewer
Cobb County DOT
$640K
Water & Sewer · Private · GC
Due May 10, 2025 · 4:00 PM
Est: Michael Creel
EstimateB2W ✓
Pending 0
Won 0
Lost 0
Job In Progress 0
Job Completed 0
On-Hold 0
0 active estimates in B2W
ITB / RFQ Outreach
Recipients
Select recipients…
ITB / RFQ Outreach Tracker
Coverage dots: Quote received Sent / Responded No outreach Paving · Underground · Concrete · Traffic Control · Materials
📐
Takeoffs
Takeoff sheets and quantity tracking will appear here.
Pipeline by Stage
Win Rate (YTD)
0%
No decisions yet
0 won · 0 lost · 0 active
Organizations
Synced from B2W Estimate API · Last sync: May 15, 2026 8:04 AM
● Live from B2W
Organization City / State Phone Contacts B2W Status
Project Assignee Phase
To Do 0
In Progress 0
Done 0
Bid Number Format
Controls how bid numbers are auto-generated when a new lead is created. Changes take effect on the next new lead — existing bid numbers are not affected.
Placed before the year, e.g. CC-2026-001
Character between each segment
Yes
Next bid number preview 2026-011
Team Members & Invitees
People who appear in event invitee selectors across the estimating module — Pre-Bid Meetings, Bid Due reminders, and RFI deadlines.
Add Team Member
Task Checklist Templates
Build reusable task checklists for each phase of the bid process. Templates appear in the "⊞ From Template" picker on the Tasks tab and inside project detail views.
Title Description Priority
ITB / RFQ Email Templates
Build reusable outreach templates. Drag a field chip onto the subject or body — or click a chip to insert at the cursor. Choose a send mode per template.
Template Name
Available Fields
Drag onto subject or body,
or click to insert at cursor.
Send Mode
Compose
From: Creel Contracting <estimating@creel.com>
To: recipient@example.com
Subject:
Preview — sample data
Subject:
B2W Resources
Labor, Equipment, and Materials registered in your B2W Estimate database — pulled via GET /Resource/{type} with OData query support.
● Connected
Labor 0
Equipment 0
Materials 0
Organizations 0
GET /Resource/Laborer
Last sync: Never — click ↻ Sync to pull live data from B2W
GET /Resource/Equipment
Last sync: Never — click ↻ Sync to pull live data from B2W
GET /Resource/Material
Last sync: Never — click ↻ Sync to pull live data from B2W
🏛 Customers 0
📐 Engineers 0
🔧 Subcontractors 0
📦 Vendors 0
⚡ Competitors 0
GET /Resource/Organization/Customer
Last sync: Never — click ↻ Sync to pull live data from B2W
My Work
Open Tasks
--
Due This Week
--
Overdue
--
Completed (30d)
--

Tasks Assigned to Me

TaskProjectPriorityDue DateStatus
Executive Dashboard
Active Jobs
8
+2 this month
Total Contract Value
$14.2M
Across all active
Bid Win Rate
38%
12 of 32 YTD
Revenue YTD
$6.8M
+12% vs prior
Overdue Tasks
5
Across 3 projects
Open Change Orders
7
$482K pending

Jobs by Stage

Pre-Con
3
Active
8
On Hold
2
Punch List
3
Closeout
4

Recent Activity

2h agoMichael Creel submitted bid for SANDAG Ramp Rehab — $1.24M
3h agoTom Williams marked Balboa Park Utilities — Phase 2 grading complete
5h agoDavid Creel approved CO #4 on Harbor Dr Reconstruction — $38,200
YesterdaySarah Johnson invoiced $142,800 for MCAS Miramar Drainage
YesterdayLisa Chen reconciled AP for June — 14 invoices processed
2 daysMichael Creel won bid: Caltrans I-5 Shoulder Repair — $890K
2 daysTom Williams logged delay: Mission Valley Grading — weather (2 days)
3 daysDavid Creel created new project: SDSU Parking Structure Demo
Projects
Customers & Organizations
Job Costing
Total Revenue
$6,842,000
Total Cost
$4,106,500
Total Gross Profit
$2,735,500
Avg GP%
40.0%
Job #NameContract ValueTotal CostGP$GP%Status
Crew Scheduling
Earthwork Utilities Paving Concrete Demolition
Project Calendar
Field Operations
Active Crews
6
Jobs In Progress
8
Blocked Tasks
3
Equipment Deployed
12

Active Crews

CrewCurrent JobTaskStatus
Crew A — MartinezHarbor Dr ReconstructionSubgrade prepOn Track
Crew B — GonzalezMCAS Miramar DrainagePipe installationOn Track
Crew C — NguyenMission Valley GradingCut/fill opsWeather Delay
Crew D — ThompsonBalboa Park UtilitiesTrenching — Phase 2On Track
Crew E — RamirezCaltrans I-5 ShoulderMobilizationPending Permit
Crew F — KimSDSU Parking DemoAbatement surveyBlocked — RFI

Blocked / Overdue Tasks

TaskProjectIssueDays
Cut/fill operationsMission Valley GradingWeather delay — rain forecast through Fri2
MobilizationCaltrans I-5 ShoulderEncroachment permit pending Caltrans review5
Abatement surveySDSU Parking DemoRFI #12 — awaiting structural engineer response3

Equipment Assignments

EquipmentAssigned ToJob
CAT 320 Excavator #1Crew AHarbor Dr Reconstruction
CAT 320 Excavator #2Crew CMission Valley Grading
CAT D6 DozerCrew CMission Valley Grading
Volvo A30G HaulerCrew AHarbor Dr Reconstruction
John Deere 310 BackhoeCrew DBalboa Park Utilities
Bomag BW211 RollerCrew BMCAS Miramar Drainage
Vermeer D24x40 DrillCrew DBalboa Park Utilities
CAT 950 LoaderCrew AHarbor Dr Reconstruction
Wacker Neuson PlateCrew BMCAS Miramar Drainage
Kubota KX040 Mini-ExCrew ECaltrans I-5 Shoulder
Link-Belt 210X2 ExcavatorCrew FSDSU Parking Demo
Genie S-65 ManliftCrew FSDSU Parking Demo
Financials
YTD Revenue
$6,842,000
+12% vs prior year
YTD Cost
$4,106,500
YTD Gross Profit
$2,735,500
YTD GP%
40.0%

Monthly Revenue

MonthRevenueCostGP$GP%
January$1,020,000$612,000$408,00040.0%
February$940,000$582,800$357,20038.0%
March$1,180,000$684,400$495,60042.0%
April$1,340,000$804,000$536,00040.0%
May$1,260,000$731,000$529,00042.0%
June (MTD)$1,102,000$692,300$409,70037.2%

Revenue Trend

$1.02M
$940K
$1.18M
$1.34M
$1.26M
$1.10M
JanFebMarAprMayJun

GP% TREND

40.0%
38.0%
42.0%
40.0%
42.0%
37.2%
JanFebMarAprMayJun
Settings

Company Information

Integrations

B2W Estimate API
Connected — last sync 2h ago
Supabase Database
Local storage mode — cloud sync disabled
Off
Foundation Accounting
Excel import only — direct API planned
Manual

Role Management

RoleAccess LevelMembers
OwnerFull access — all modules1
EstimatorEstimating, Bid Pipeline, Reports2
Project ManagerProjects, Job Costing, Scheduling, Field Ops2
SuperintendentField Ops, Scheduling (read-only)1
AccountingFinancials, Job Costing1
Office AdminCustomers, Calendar, Reports1

Team Members

NameRoleEmailStatus
New Lead
Bid #
B2W Bid ID
Estimate #
—
Estimator
Michael Creel
Stage
Overview
Tasks 0
✉ Outreach 0
Notes & Files
Ready to start estimating?
Promote this Lead to create a formal Estimate in B2W. B2W will assign the Estimate Number.
Bid Details
Bid Due
Due Time
Bid As
Proj. Value
Plans / Portal
Owner & Location
Owner
Engineer / Arch.
Location
City / State / Zip
Scope & Classification
Sector
Project Type
Bid Role
Est. Duration
Project Scope
Pre-Bid Meeting App Only
Date / Time
Location
RecordingNone
TranscriptNone
Mandatory
Bond & Compliance
Bond Required
Bond Amount
Liquidated Damages
DBE Goal
Retainage
B2W Sync
Bid Schedule✓ Synced
Last PushedMay 14, 2025 8:42 AM
Estimate
Estimate #
Key Contacts —
Prebid Meeting
Recording
Saved FileNone
Transcript
Addendums
Addendum #
Notes
Attachment
Selected FileNone
Project Notes
Attachments
Edit Project —
Changes are saved locally and pushed to B2W on save.
Promote to Estimate?
This will create a formal Estimate project in B2W using all current project data. B2W will assign the Estimate Number automatically.

This cannot be undone from within this app. To remove the estimate, delete it directly in B2W.
Complete Lead —
Fill in the missing details to promote this lead to an active estimate in B2W.
Organization
B2W Classification
Estimate-scoped category label in B2W
Distribution Method distributionMethod How B2W sends estimate documents to this org
Contacts GET/POST/PUT /Resource/Organization/Contact
Create from Template
Phase
0 tasks selected Select all  ·  Clear
Select tasks above, then create them.
Organizations
All organizations synced with B2W
GDOT
Customer
Atlanta, GA
B2W: 6898b610-51ce
City of Atlanta
Customer
Atlanta, GA
B2W: a3f21c90-88bd
Cobb County DOT
Customer
Marietta, GA
B2W: 2d841f03-cc12
City of Sandy Springs
Customer
Sandy Springs, GA
B2W: 9c04e7a1-5f30
Gwinnett County
Customer
Lawrenceville, GA
B2W: 7b12d451-a09e
Southeast Asphalt LLC
Subcontractor
Smyrna, GA
B2W: 5e3890cc-d417
GDOT District 7
Customer
Marietta, GA
B2W: f1c29bb2-3e88
Atlanta Pipe & Supply
Vendor
Norcross, GA
B2W: 04d5fa81-7c29
Fulton County
Customer
Atlanta, GA
B2W: d88c3310-5a1f
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