Bid & Proposal Builder
Drafts bid letters, scope descriptions and exclusions from the estimate and past jobs, for an estimator to review
Stays out: Other contractors' bid numbers, owner documents under confidentiality terms
CONSTRUCTION CONTRACTORS
Get Your Construction Contractors Data AI‑Ready
The Construction Contractors Pack is how Small Biz Data works with contractors who build projects under contract.
Who It's For
Commercial and residential general contractors, design-build firms, and specialty subcontractors such as concrete, framing, drywall and interiors, electrical, mechanical and site work. Their data sits across estimating and bid tools, project management, job costing, payroll, subcontractor and supplier records, owner and general-contractor portals, and the books.
What We Measure
Job Profit vs Estimate
Gross profit on each job compared with the profit in the estimate
Where It Comes From: Job costing and estimates
Over and Under Billings
Billed to date minus earned to date, for each open job
Where It Comes From: Work-in-progress schedule
Backlog
Signed contract value not yet earned
Where It Comes From: Contracts and job costing
Bid Win Rate
Share of bids that become signed contracts, by job type
Where It Comes From: Bid log or CRM
Unbilled Change Orders
Approved change order value not yet billed
Where It Comes From: Project management and billing
Retainage Receivable
Retainage held by owners and general contractors, and its age
Where It Comes From: Books (AR aging)
Days Sales Outstanding
Days of billings sitting unpaid, retainage shown separately
Where It Comes From: Books (AR aging)
Labor Hours vs Estimate
Field labor hours used against the estimate, for each job
Where It Comes From: Time tracking and estimates
Subcontractor Paperwork on File
Share of active subcontractors with a current agreement, insurance certificate and lien waivers
Where It Comes From: Subcontractor records
Days to Close the Month
Days after month end until the books and work-in-progress schedule are final
Where It Comes From: Close checklist
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Daily Reports & Minutes
Turns field notes and meeting notes into daily reports, minutes and action lists for the project manager to review
Stays out: Safety incident findings, which stay with the safety lead
Contract & Spec Questions
Answers staff questions from the contract documents and specifications the contractor holds
Stays out: Engineering, code or safety decisions, which stay with qualified people
Change Order Drafts (optional)
Turns a field change into a change order request draft with the scope and pricing backup
Stays out: Anything not yet priced by the estimator
What Stays With You
Small Biz Data organizes and connects the contractor's data. It does not give legal, tax, engineering or safety advice. Revenue recognition and the work-in-progress method are the contractor's and its CPA's decision. Lien notices and waivers use the contractor's attorney-approved forms, and safety and code decisions stay with qualified people, never an AI draft.
How Ready Is Your Business?
Twenty yes-or-no statements written for Construction Contractors. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes