Automated Lead Qualification for Construction

The system pulls your current open project commitments and compares aggregate contract value against the single and aggregate bonding limits your surety has approved. When a new bid invitation arrives, it flags any opportunity that would push you over program limits before a Preconstruction Manager begins estimating. This does not replace your surety relationship, but it prevents the common situation where estimating resources are committed to a project your bond program cannot support at that moment.

Yes. We build the connection to both, along with your CRM, so that bid invitations, prequalification requests, and project data flow into a single qualification workflow. Opportunities that pass scoring are pushed into your project management system as project records with the relevant owner and scope data already populated, reducing manual entry for your project management team.

The qualification model can be configured to check EMR thresholds, required years in business, minimum revenue or bonding capacity stated in bid documents, geographic service area, delivery method (design-build, CM at risk, hard bid), and trade scope alignment. If an owner's prequalification questionnaire is attached to the bid invitation, the system parses the requirements and scores the opportunity against your firm's current profile before routing it.

The Controller's involvement in go/no-go decisions typically happens too late, after estimating hours are already spent. Automated lead qualification moves financial screening, including bonding headroom and contract value fit, to the front of the process so the Controller's constraints are applied before preconstruction resources are committed. The result is fewer surprises at bid submission and a cleaner handoff when a project moves into contract and subcontractor onboarding.

Yes, and the criteria differ meaningfully. For specialty trades, qualification logic focuses on trade scope alignment, the GC's payment history if that data is available, COI and insurance requirement fit, and whether the project timeline conflicts with existing crew commitments. Specialty contractors invited to bid through multiple GC relationships benefit from a unified view of all incoming invitations so they can prioritize the relationships and project types where their close rate is strongest.

No. Leads that fall outside your current criteria are logged with the specific disqualifying reason, whether that is bonding capacity, geography, trade scope, or owner prequalification threshold. That data is useful for two reasons: it gives you a documented decline record to share with owners when appropriate, and it builds a dataset over time that helps refine your qualification model as your bonding program and self-perform capacity grow.