Executive Dashboard
- Active leads and active projects
- Monthly revenue and pipeline value
- Upcoming tasks and overdue items
- Recent activity, notifications, financial snapshot, and project health
Everything ConstructNav does
One connected system from the first lead to the final payment.
ConstructNav combines the tools a contractor uses to sell work, measure plans, estimate, prepare, build, bill, communicate, and improve—without making the team learn a different system at every stage.
01
Sell the work
Dashboard, CRM, and sales control.
Keep every opportunity visible, make the next step clear, and carry a won job forward without rebuilding the customer record.
How it stays simpleOne lead record becomes the starting point for takeoff, estimating, proposal, project setup, and customer history.
CRM & Lead Management
- Customer, company, and job information
- Lead source, status, priority, notes, and next action
- Follow-up tracking, meeting notes, archive, and lost reasons
- Pipeline and closed-deal conversion reporting
Won-Job Handoff
- Convert a won opportunity into a live project
- Carry contact, scope, value, dates, and notes forward
- Generate and manage project numbers
- Keep the full customer timeline connected
Sales Accountability
- Meeting and activity tracking
- Lead ownership and shared CRM views
- Commission tracking
- Sales and pipeline reporting
02
Measure the work
Takeoff Studio is built into the same platform.
Perform digital quantity takeoffs from project plans and keep that preconstruction work attached to the same job that will be estimated and built.
How it stays simpleNo separate takeoff subscription and no separate customer record. The plans, quantities, estimate, and project stay connected.
Digital Takeoffs
- Work from project plan sheets
- Build plan-based quantities digitally
- Organize takeoff information by scope or trade
- Keep takeoff work attached to the correct job
AI-Assisted Measuring
- Use AI assistance to speed up measurement work
- Review quantities before they move into pricing
- Reduce manual counting and repeated entry
- Keep the estimator in control of final quantities
Estimate Connection
- Use takeoff quantities while building the estimate
- Connect measured work to labor, material, equipment, and subcontract scopes
- Keep plan context available during pricing
- Move from quantity to customer proposal without restarting
Preconstruction Connection
- Support trade-scope development
- Use measured information while preparing bid requests
- Keep drawings and scope information together
- Carry the job forward into project handoff
03
Price and present the work
Estimating, scope writing, proposals, and signatures.
Keep the estimating method your team already understands while removing the repeated work between cost development and a customer-ready proposal.
How it stays simpleImport familiar estimating information, choose the lines you need, and reuse the job data already in ConstructNav.
Estimate Import & Mapping
- Import familiar estimate spreadsheets
- AI-assisted field mapping
- Select the scopes and lines to bring in
- Preserve customer-facing proposal output
Cost & Price Development
- Labor, materials, equipment, and subcontractors
- Internal cost and customer price
- Markup, margin, and profit analysis
- Estimate versions and revisions
AI Scope Writer
- Detailed scopes of work
- Inclusions, exclusions, clarifications, and assumptions
- Product and line-item descriptions
- Customer-ready proposal language
Proposal & E-Signature
- Generate a professional proposal
- View, edit, save, print, and zoom the proposal
- Spell and grammar review support
- Send for electronic signature and keep the signed record
04
Buy out and prepare
Preconstruction and bid management.
Turn the estimate and plan information into organized trade scopes, comparable bids, awards, and a clean handoff to operations.
How it stays simpleTrade scopes come from the actual project description and estimate instead of being typed again in another bid system.
Invite to Bid
- Identify the trades needed for the job
- Generate trade-specific scopes
- Select subcontractors and send bid invitations
- Track invitations, responses, and history
Bid Comparison
- Review subcontractor bids side by side
- Compare scope coverage and pricing
- Keep clarifications with the bid record
- Reduce missed scope during buyout
Award Workflow
- Select the preferred bidder
- Record the award decision
- Carry awarded scope into the project
- Keep the bid trail attached to the job
Readiness & Handoff
- Preconstruction readiness tracking
- Documents, approvals, dates, and open items
- Organized transition from sales to operations
- Construction-ready project record
05
Run the job
Project management and scheduling.
Give the office one command center for the job while keeping schedules, documents, changes, and project health visible.
How it stays simpleThe project begins with information already captured during sales and preconstruction, so the team starts with a complete record.
Project Workspace
- Project contacts, scope, value, dates, and status
- Project command center and health indicators
- Assigned team and shared job information
- Closeout and warranty context
Calendar & Scheduling
- Company and project calendar
- Tasks, milestones, and upcoming work
- Overdue-item visibility
- Office and field access to the same dates
Changes & Issues
- Change-order workflows
- Project issues and follow-up
- Supporting notes and documents
- Visibility into project impact
Documents & Photos
- Central project document management
- Job photos and field records
- Proposal, signed documents, and project files
- Information stored with the correct job
06
Connect the field
Field operations and mobile access.
Make it easy for the people doing the work to record what happened without exposing them to the parts of the system they do not need.
How it stays simpleThe mobile experience focuses on five practical areas: Projects, Calendar, Field, Time Sheets, and Receipts.
Daily Field Records
- Daily logs and job notes
- Progress and site photos
- Field issues and project observations
- Records attached directly to the project
Time Sheets
- Employee time entry
- Project and job association
- Office review of submitted time
- Connected labor visibility
Receipts & Expenses
- Mobile receipt capture
- Attach purchases to the correct project
- Reduce lost paper receipts
- Support financial and job-cost review
Safety & Incidents
- Incident and accident forms
- Photos, notes, and project context
- Shared office visibility
- Permanent job record
07
Know the money
Financial visibility, billing, and payments.
See what is sold, what should bill, what has been paid, and where profit is moving without rebuilding the information in another spreadsheet.
How it stays simpleBilling logic changes with the job type while the financial information remains tied to the same project record.
Billing Workflows
- Milestone billing for turn-key work
- Monthly commercial billing projections
- Pass-through billing workflows
- Projected billing by project and month
SOV, Retainage & AIA
- Schedule-of-values support
- Retainage tracking
- AIA-style billing workflows
- Progress-billing visibility
Payments & Project Value
- Contract and project value
- Payment and balance tracking
- Committed and projected financial visibility
- Financial snapshot for management
Profit & Commissions
- WIP and profit forecasting
- Projected and committed profit
- Commission tracking and overrides
- Executive financial reporting
08
Keep everyone connected
Customer portals, trade portals, and documents.
Give customers and trade partners a clear place to see the information meant for them while the internal team keeps control of the full project record.
How it stays simpleOutside users do not need the full internal application. They receive a focused portal for their part of the job.
Customer Portal
- Project updates and customer-facing information
- Documents, proposals, and approvals
- Schedule and communication context
- Closeout, warranty, and relationship history
Trade Portal
- Bid invitations and scope information
- Bid submission and history
- Project documents and schedule context
- Connected subcontractor communication
E-Signatures
- Send documents for signature
- Track signature status
- Keep signed records attached to the job
- Reduce separate signing subscriptions
Document Control
- Central files and photos
- Customer, trade, and project context
- Printable and exportable outputs
- Less searching across email and folders
09
Improve the business
AI, meetings, reports, permissions, and administration.
Use the information already in ConstructNav to reduce admin work, surface risk, standardize output, and give management a clearer view of the business.
How it stays simpleAI is built into the workflow and remains an assistant. The team reviews and approves final work.
Navigator AI
- Scope and proposal drafting
- Estimate field mapping and descriptions
- Project summaries and risk review
- AI notifications and workflow assistance
Meetings & Navigator Notes
- Meeting notes and summaries
- Action-item capture
- Customer and project context
- Searchable decision history
Friction Intelligence & Reports
- Identify repeated delays and process friction
- Executive, sales, project, and financial reporting
- Conversion, activity, and project-health visibility
- Management summaries from connected data
Roles, Permissions & Settings
- Role-based access
- Control financial and administrative visibility
- Company settings and standardized workflows
- Users see the functions they need
The complete product
All of this is included in every plan.
Choose Crew, Team, or Company based on the number of users—not based on which features your team is allowed to use.
CRMTakeoff StudioEstimatingProposalsE-SignaturesBid ManagementProjectsSchedulingFieldFinancialsPortalsAI
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