Plan-to-Bid Workflow

Upload plans, notify the right trades, collect bids, and track every decision.

JobZio is designed to turn plan storage into an active subcontractor workflow — from file upload to takeoff request, bid submission, review, decision, and project history.

1

Create the project workspace

The contractor creates a project and organizes the job by owner, address, project type, assigned PMs, subcontractors, files, schedules, and communication.

Contractor dashboard
Project and bid activity starts from the contractor dashboard.
2

Upload plans and supporting files

Upload plan sets, specifications, site photos, permits, selections, contracts, and bid package files. Files can be tagged and tied to project workflow instead of sitting in disconnected folders.

Plans

PDF plan sets and drawings.

Specs

Scopes, selections, and schedules.

Photos

Site conditions and field documentation.

Permits

Approvals and compliance documents.

3

Select the trades and subs to alert

The contractor selects the subcontractors who should receive takeoff and bid requests.

Send Bid Request

SelectTradeSubcontractorDue
ElectricalBrightWire ElectricFriday 4 PM
PlumbingFlowPro PlumbingFriday 4 PM
HVACCoolAir MechanicalMonday 10 AM
RoofingTopLine RoofingNot selected
4

Subs receive mobile bid requests

Subcontractors see assigned projects, visible files, due dates, and comments from the field.

JOBZIOAlert

New Bid Request

Lakeview Kitchen Remodel
Trade: Electrical
Due Friday at 4:00 PM

Files available

Plan Set.pdf
Electrical Sheet E1.1
Fixture Schedule.xlsx
Site Photos

Comment

Include rough-in, panel relocation, fixture allowance, and permit support.

5

Subcontractors upload estimates

Subs can upload their own proposal files from estimating software, upload supporting documents, or use JobZio templates. Initial bids and change orders are clearly separated.

Submit Estimate

Project

Lakeview Kitchen Remodel

Trade

Electrical

Estimate Type

☑ Initial Estimate   ☐ Change Order

Status

Draft

UploadFileVersion
ProposalBrightWire_Electrical_Bid.pdfv1
SupportFixture_Assumptions.xlsxv1
6

Contractor reviews and decides

Contractors and PMs review submitted bids, request revisions, accept, or reject. The decision is logged and subcontractors are notified.

Electrical Bids Awaiting Review

SubcontractorAmountStatusAction
BrightWire Electric$18,750In ReviewAccept / Reject
Orlando Power Co.$21,400SubmittedReview
Precision Electrical$17,950Revision RequestedWaiting
7

Awarded work feeds project execution

Accepted bids become part of the project record and can inform scheduling, milestones, budget tracking, and future closeout history.

Gantt chart
Accepted work can become visible in task sequencing, dependencies, and project milestones.